UDR, Inc.
UDR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000074208
No open-market purchases or sales by UDR, Inc. insiders were filed in the last 90 days; 522 institutions reported holding it in 13F filings for Q2 2026, worth $13.5B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in UDR, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 449
- +11 vs. Q2 2023
- Shares held
- 320.0M
- −6.09M (−1.9%) vs. Q2 2023
- Total value
- $11.4B
- −$2.59B (−18.5%) vs. Q2 2023
- New holders
- 57
- 150 more added
- Sold out
- 46
- 165 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 522 | $13.5B |
| Q1 2026 | 528 | $11.0B |
| Q4 2025 | 525 | $12.5B |
| Q3 2025 | 512 | $11.3B |
| Q2 2025 | 527 | $13.5B |
| Q1 2025 | 512 | $15.0B |
| Q4 2024 | 513 | $14.5B |
| Q3 2024 | 507 | $14.9B |
| Q2 2024 | 481 | $13.3B |
| Q1 2024 | 453 | $12.2B |
| Q4 2023 | 461 | $12.3B |
| Q3 2023 | 449 | $11.4B |
| Q2 2023 | 442 | $14.1B |
| Q1 2023 | 438 | $13.6B |
| Q4 2022 | 445 | $12.5B |
| Q3 2022 | 444 | $13.5B |
| Q2 2022 | 458 | $14.8B |
| Q1 2022 | 502 | $18.5B |
| Q4 2021 | 471 | $19.2B |
| Q3 2021 | 450 | $16.8B |
| Q2 2021 | 434 | $15.4B |
| Q1 2021 | 438 | $13.1B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Perkins Coie Trust Co | 4 | $142 | 0.00% | +4 | New |
| Colonial Trust Advisors | 4 | $143 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 12 | $428 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $499 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $607 | 0.00% | −9−34.6% | Reduced |
| Abound Wealth Management | 23 | $827 | 0.00% | −4−14.8% | Reduced |
| EverSource Wealth Advisors, LLC | 26 | $927 | 0.00% | −66−71.7% | Reduced |
| GW&K Investment Management, LLC | 26 | $1.00K | 0.00% | +15+136.4% | Added |
| MCF Advisors LLC | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $1.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 41 | $1.46K | 0.00% | +41 | New |
| Cape Investment Advisory, Inc. | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $1.78K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $1.85K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 54 | $1.93K | 0.00% | +54 | New |
| Kozak & Associates, Inc. | 55 | $1.97K | 0.00% | +1+1.9% | Added |
| Bell Investment Advisors, Inc | 65 | $2.32K | 0.00% | +26+66.7% | Added |
| Farther Finance Advisors, LLC | 67 | $2.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $2.71K | 0.00% | −1−1.3% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.00K | 0.00% | +44+107.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.21K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | +31+44.9% | Added |
| Earnest Partners LLC | 128 | $4.57K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $4.64K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 99 | $4.76K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 145 | $5.17K | 0.00% | +8+5.8% | Added |
| Concord Wealth Partners | 150 | $5.35K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 162 | $5.78K | 0.00% | −49−23.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 169 | $6.03K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 169 | $6.03K | 0.00% | +153+956.3% | Added |
| HHM Wealth Advisors, LLC | 172 | $6.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $6.24K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 183 | $6.53K | 0.00% | +41+28.9% | Added |
| Manchester Capital Management LLC | 185 | $6.60K | 0.00% | +3+1.6% | Added |
| Farmers & Merchants Investments Inc | 191 | $6.81K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $7.71K | 0.00% | −25−10.4% | Reduced |
| DT Investment Partners, LLC | 224 | $7.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 231 | $8.00K | 0.00% | −5−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 193 | $8.00K | 0.00% | −19−9.0% | Reduced |
| Central Trust Co | 250 | $8.92K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 268 | $9.56K | 0.00% | −11−3.9% | Reduced |
| Huntington National Bank | 306 | $10.9K | 0.00% | +306 | New |
| Riverview Trust Co | 322 | $11.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 323 | $11.5K | 0.00% | +148+84.6% | Added |
| Cullen/Frost Bankers, Inc. | 324 | $11.6K | 0.00% | +324 | New |
| AdvisorNet Financial, Inc | 328 | $11.7K | 0.00% | −5−1.5% | Reduced |
| IFP Advisors, Inc | 356 | $12.7K | 0.00% | −2,511−87.6% | Reduced |
| Annapolis Financial Services, LLC | 360 | $12.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 371 | $13.2K | 0.00% | +100+36.9% | Added |
| TD Private Client Wealth LLC | 393 | $14.0K | 0.00% | −427−52.1% | Reduced |
| First Manhattan Co | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $16.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 473 | $16.9K | 0.00% | +37+8.5% | Added |
| Duncker Streett & Co Inc | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 527 | $18.0K | 0.00% | −1,063−66.9% | Reduced |
| Headinvest, LLC | 540 | $19.0K | 0.00% | +540 | New |
| NBC Securities, Inc. | 535 | $19.0K | 0.00% | +535 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 540 | $19.3K | 0.01% | +540 | New |
| Bank of New Hampshire | 611 | $21.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 648 | $23.1K | 0.00% | +648 | New |
| M&R Capital Management Inc | 691 | $24.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $27.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 806 | $28.8K | 0.00% | +42+5.5% | Added |
| Lindbrook Capital, LLC | 855 | $30.5K | 0.00% | +109+14.6% | Added |
| Salomon & Ludwin, LLC | 972 | $34.7K | 0.00% | +972 | New |
| Quarry LP | 1,017 | $36.3K | 0.02% | +1,017 | New |
| Private Trust Co NA | 1,066 | $38.0K | 0.01% | −39−3.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,071 | $38.2K | 0.00% | −375−25.9% | Reduced |
| Parkside Financial Bank & Trust | 1,088 | $38.8K | 0.01% | +754+225.7% | Added |
| Addison Advisors LLC | 1,131 | $40.3K | 0.02% | +136+13.7% | Added |
| Global Retirement Partners, LLC | 1,214 | $43.0K | 0.00% | −14−1.1% | Reduced |
| Hanson & Doremus Investment Management | 1,196 | $43.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,491 | $53.0K | 0.04% | +112+8.1% | Added |
| Tobam | 1,551 | $55.0K | 0.00% | −824−34.7% | Reduced |
| Allworth Financial LP | 1,618 | $57.7K | 0.00% | −11−0.7% | Reduced |
| Sentry Investment Management LLC | 1,778 | $63.0K | 0.03% | −232−11.5% | Reduced |
| Legend Financial Advisors, Inc. | 2,000 | $71.3K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $71.3K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $76.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,160 | $77.0K | 0.01% | −2,339−52.0% | Reduced |
| Whittier Trust Co | 2,187 | $78.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,377 | $84.8K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,442 | $87.1K | 0.00% | −5,861−70.6% | Reduced |
| Ci Investments Inc. | 2,599 | $93.0K | 0.00% | +37+1.4% | Added |
| Atlas Capital Advisors LLC | 2,622 | $93.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,646 | $94.4K | 0.01% | −703−21.0% | Reduced |
| Credit Agricole S A | 2,852 | $101.7K | 0.00% | +248+9.5% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $115.6K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,257 | $116.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,480 | $124.1K | 0.01% | +628+22.0% | Added |
| Ameritas Investment Partners, Inc. | 3,758 | $134.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,816 | $136.1K | 0.00% | +3,816 | New |
| State of Wyoming | 4,473 | $159.6K | 0.03% | +4,473 | New |
| Horizon Investments, LLC | 4,542 | $160.1K | 0.00% | +55+1.2% | Added |
| Federated Hermes, Inc. | 4,536 | $161.8K | 0.00% | −9−0.2% | Reduced |