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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 4,904 | $174.9K | 0.00% | +4+0.1% | Added |
| Banque Cantonale Vaudoise | 4,900 | $175.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,927 | $176.0K | 0.00% | +74+1.5% | Added |
| Meeder Asset Management Inc | 5,008 | $178.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,032 | $179.5K | 0.08% | +5,032 | New |
| Steward Partners Investment Advisory, LLC | 5,462 | $194.8K | 0.00% | −150−2.7% | Reduced |
| Trust Co of Virginia | 5,615 | $200.3K | 0.02% | +5,615 | New |
| Bleakley Financial Group, LLC | 5,650 | $201.6K | 0.01% | −800−12.4% | Reduced |
| Sawtooth Solutions, LLC | 5,650 | $201.6K | 0.01% | −761−11.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,665 | $202.1K | 0.00% | +272+5.0% | Added |
| DRW Securities, LLC | 5,774 | $206.0K | 0.02% | +5,774 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $206.1K | 0.03% | −589−9.3% | Reduced |
| Pacific Sun Financial Corp | 5,826 | $207.8K | 0.14% | +5,826 | New |
| CI Private Wealth, LLC | 5,877 | $209.6K | 0.00% | −1,248−17.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,935 | $211.7K | 0.01% | −998−14.4% | Reduced |
| Michael B. Yongue | 6,000 | $214.0K | 0.21% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,036 | $215.3K | 0.00% | +6,036 | New |
| Wolverine Trading, LLC | 6,271 | $223.7K | 0.00% | −12,682−66.9% | Reduced |
| Exchange Traded Concepts, LLC | 6,302 | $224.8K | 0.01% | +299+5.0% | Added |
| Eagle Bay Advisors LLC | 6,316 | $225.3K | 0.10% | +1,752+38.4% | Added |
| Arcus Capital Partners, LLC | 6,346 | $226.4K | 0.07% | +6,346 | New |
| Wetherby Asset Management Inc | 6,369 | $227.2K | 0.01% | −1,248−16.4% | Reduced |
| Gsa Capital Partners LLP | 6,391 | $228.0K | 0.02% | +6,391 | New |
| Diametric Capital, LP | 6,407 | $228.5K | 0.10% | +6,407 | New |
| Mercer Global Advisors Inc | 6,485 | $231.0K | 0.00% | −1,681−20.6% | Reduced |
| Alberta Investment Management Corp | 6,700 | $239.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,725 | $239.9K | 0.00% | +6,725 | New |
| Vanderbilt University | 6,753 | $240.9K | 0.06% | −3,940−36.8% | Reduced |
| Cetera Investment Advisers | 6,954 | $248.1K | 0.00% | −39−0.6% | Reduced |
| Nebula Research & Development LLC | 7,035 | $250.9K | 0.13% | +7,035 | New |
| Ethic Inc. | 7,104 | $253.4K | 0.01% | −2,655−27.2% | Reduced |
| Wealthfront Advisers LLC | 7,126 | $254.2K | 0.00% | −264−3.6% | Reduced |
| Chesapeake Wealth Management | 7,160 | $255.4K | 0.11% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 7,273 | $262.9K | 0.03% | +24+0.3% | Added |
| Keybank National Association | 7,427 | $264.9K | 0.00% | −494−6.2% | Reduced |
| Kinneret Advisory, LLC | 7,453 | $265.8K | 0.03% | −4−0.1% | Reduced |
| Capital Management Corp | 7,506 | $267.7K | 0.06% | 00.0% | Unchanged |
| Man Group plc | – | $269.6K | 0.00% | – | New |
| Brown Advisory Inc | 7,768 | $277.1K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,937 | $283.1K | 0.07% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 8,064 | $287.6K | 0.23% | 00.0% | Unchanged |
| APG Asset Management N.V. | 8,259 | $294.6K | 0.00% | −3,100−27.3% | Reduced |
| Signaturefd, LLC | 8,345 | $297.7K | 0.01% | +272+3.4% | Added |
| Everence Capital Management Inc | 8,600 | $307.0K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,636 | $308.0K | 0.03% | +1,222+16.5% | Added |
| US Bancorp | 8,684 | $309.8K | 0.00% | +1,399+19.2% | Added |
| iA Global Asset Management Inc. | 8,814 | $314.0K | 0.01% | +8,814 | New |
| Creative Planning | 9,478 | $338.1K | 0.00% | −1,723−15.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,547 | $340.6K | 0.00% | +1,848+24.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,569 | $341.3K | 0.01% | −191−2.0% | Reduced |
| Bridgewater Associates, LP | 9,878 | $352.3K | 0.00% | +240+2.5% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $358.5K | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,456 | $373.0K | 0.00% | −714,640−98.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,534 | $375.7K | 0.02% | +2,199+26.4% | Added |
| Versor Investments LP | 10,700 | $381.7K | 0.08% | +4,136+63.0% | Added |
| XTX Topco Ltd | 10,873 | $387.8K | 0.07% | +6,085+127.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,123 | $396.8K | 0.03% | +16+0.1% | Added |
| Tower Research Capital LLC (TRC) | 11,145 | $397.5K | 0.01% | −11,530−50.8% | Reduced |
| Venturi Wealth Management, LLC | 11,175 | $398.6K | 0.03% | +2,202+24.5% | Added |
| Bridgefront Capital, LLC | 11,264 | $401.8K | 0.28% | −5,587−33.2% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $418.1K | 0.43% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 12,112 | $432.0K | 0.17% | −2,018−14.3% | Reduced |
| Partners in Financial Planning | 12,368 | $441.2K | 0.11% | 00.0% | Unchanged |
| Aviva PLC | 12,411 | $442.7K | 0.00% | −58−0.5% | Reduced |
| Moody National Bank Trust Division | 12,561 | $448.1K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 13,393 | $477.7K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,659 | $487.2K | 0.02% | +13,659 | New |
| Cetera Advisor Networks LLC | 13,801 | $492.3K | 0.00% | +3,666+36.2% | Added |
| Janney Montgomery Scott LLC | 13,940 | $497.0K | 0.00% | +21+0.2% | Added |
| JustInvest LLC | 14,317 | $510.7K | 0.02% | −1,047−6.8% | Reduced |
| Fifth Third Bancorp | 14,492 | $516.9K | 0.00% | −503−3.4% | Reduced |
| Toroso Investments, LLC | 14,533 | $518.4K | 0.02% | +804+5.9% | Added |
| Stifel Financial Corp | 15,155 | $540.6K | 0.00% | −3,747−19.8% | Reduced |
| Horizon Family Wealth, Inc. | 15,827 | $564.5K | 0.55% | +185+1.2% | Added |
| Naviter Wealth, LLC | 15,934 | $568.4K | 0.14% | +1,355+9.3% | Added |
| New Mexico Educational Retirement Board | 16,100 | $574.0K | 0.02% | +1,100+7.3% | Added |
| Bayesian Capital Management, LP | 16,100 | $574.3K | 0.07% | +16,100 | New |
| Cary Street Partner Investment Advisory LLC | 16,158 | $576.4K | 0.03% | −3,156−16.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,275 | $580.5K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 16,423 | $585.8K | 0.03% | −205−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 16,245 | $588.0K | 0.01% | +54+0.3% | Added |
| Penserra Capital Management LLC | 16,680 | $593.0K | 0.01% | +74+0.4% | Added |
| CIBC World Markets Corp | 16,730 | $596.8K | 0.01% | −19,542−53.9% | Reduced |
| Fox Run Management, L.L.C. | 17,377 | $619.8K | 0.18% | +17,377 | New |
| London Co of Virginia | 18,522 | $660.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 18,775 | $669.7K | 0.01% | +3,396+22.1% | Added |
| Louisiana State Employees Retirement System | 18,800 | $670.6K | 0.02% | −300−1.6% | Reduced |
| Dark Forest Capital Management LP | 19,065 | $680.0K | 0.06% | +19,065 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,272 | $687.0K | 0.08% | −99−0.5% | Reduced |
| Hazelview Securities Inc. | 20,780 | $730.2K | 0.13% | −391,418−95.0% | Reduced |
| Hartford Investment Management Co | 20,610 | $735.2K | 0.03% | −1,043−4.8% | Reduced |
| Ostrum Asset Management | 20,780 | $741.2K | 0.07% | −141−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,826 | $744.3K | 0.01% | −1,238−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,394 | $763.1K | 0.00% | −1,527−6.7% | Reduced |
| Securian Asset Management, Inc | 21,752 | $775.9K | 0.02% | −3,426−13.6% | Reduced |
| Metropolitan Life Insurance Co | 21,849 | $779.4K | 0.04% | −1,086−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 21,898 | $781.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,342 | $796.9K | 0.00% | +2,860+14.7% | Added |
| Kingswood Wealth Advisors, LLC | 22,514 | $803.1K | 0.14% | +22,514 | New |
| Illinois Municipal Retirement Fund | 22,751 | $812.0K | 0.02% | 00.0% | Unchanged |