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 |
|---|---|---|---|---|---|
| Swedbank AB | 42,960 | $1.53M | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 42,413 | $1.51M | 0.02% | −2,080−4.7% | Reduced |
| M&T Bank Corp | 42,101 | $1.50M | 0.01% | −149−0.4% | Reduced |
| CWM Advisors, LLC | 41,586 | $1.48M | 0.19% | −4,042−8.9% | Reduced |
| Wolverine Asset Management LLC | 38,200 | $1.36M | 0.03% | +38,200 | New |
| Oak Thistle LLC | 36,435 | $1.30M | 0.38% | +36,435 | New |
| Brookstone Capital Management | 36,640 | $1.29M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 35,572 | $1.27M | 0.02% | −1,557−4.2% | Reduced |
| Engineers Gate Manager LP | 35,194 | $1.26M | 0.05% | +20,283+136.0% | Added |
| Pacer Advisors, Inc. | 34,689 | $1.24M | 0.00% | +7,654+28.3% | Added |
| Commonwealth Equity Services, LLC | 34,415 | $1.23M | 0.00% | −2,970−7.9% | Reduced |
| Public Employees Retirement Association of Colorado | 34,041 | $1.21M | 0.01% | −6,439−15.9% | Reduced |
| Telos Capital Management, Inc. | 34,019 | $1.21M | 0.17% | +8,635+34.0% | Added |
| Rafferty Asset Management, LLC | 33,863 | $1.21M | 0.01% | +930+2.8% | Added |
| South Dakota Investment Council | 33,831 | $1.21M | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 33,316 | $1.20M | 0.00% | −1,207−3.5% | Reduced |
| HighTower Advisors, LLC | 32,309 | $1.15M | 0.00% | −1,014−3.0% | Reduced |
| Moran Wealth Management, LLC | 31,886 | $1.14M | 0.04% | +31,886 | New |
| Rockefeller Capital Management L.P. | 31,758 | $1.13M | 0.00% | +25,281+390.3% | Added |
| Ossiam | 30,871 | $1.10M | 0.02% | −5,091−14.2% | Reduced |
| Davenport & Co LLC | 30,871 | $1.10M | 0.01% | −1,823−5.6% | Reduced |
| Edgestream Partners, L.P. | 30,799 | $1.10M | 0.09% | −20,451−39.9% | Reduced |
| Atlantic Union Bankshares Corp | 30,641 | $1.09M | 0.11% | −1,770−5.5% | Reduced |
| Neo Ivy Capital Management | 30,496 | $1.09M | 0.48% | +30,496 | New |
| Machina Capital S.A.S. | 30,282 | $1.08M | 0.61% | +30,282 | New |
| Mackenzie Financial Corp | 30,386 | $1.06M | 0.00% | +550+1.8% | Added |
| Gulf International Bank (UK) Ltd | 29,187 | $1.04M | 0.03% | −2,448−7.7% | Reduced |
| Centiva Capital, LP | 29,014 | $1.03M | 0.05% | +12,264+73.2% | Added |
| Metis Global Partners, LLC | 28,896 | $1.03M | 0.05% | +2,019+7.5% | Added |
| Bank of Nova Scotia | 28,460 | $1.02M | 0.00% | +3,245+12.9% | Added |
| Duality Advisers, LP | 28,407 | $1.01M | 0.12% | +23,033+428.6% | Added |
| British Columbia Investment Management Corp | 28,218 | $1.01M | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 27,666 | $986.8K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 27,617 | $985.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 27,446 | $979.0K | 0.02% | −16,759−37.9% | Reduced |
| Magnetar Financial LLC | 27,015 | $963.6K | 0.02% | +27,015 | New |
| Mariner, LLC | 26,547 | $946.9K | 0.00% | +1,522+6.1% | Added |
| Lockheed Martin Investment Management Co | 23,890 | $939.3K | 0.07% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 26,200 | $935.0K | 0.03% | +381+1.5% | Added |
| Pensionfund Sabic | 25,888 | $923.0K | 0.32% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,773 | $919.3K | 0.00% | −894−3.4% | Reduced |
| Maryland State Retirement & Pension System | 25,045 | $893.4K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 24,912 | $888.6K | 0.03% | +34+0.1% | Added |
| Victory Capital Management Inc | 24,757 | $883.1K | 0.00% | −87,551−78.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,171 | $862.2K | 0.01% | −311,350−92.8% | Reduced |
| Capula Management Ltd | 23,520 | $839.0K | 0.05% | +23,520 | New |
| Panagora Asset Management Inc | 23,445 | $836.3K | 0.01% | +40.0% | Added |
| Oregon Public Employees Retirement Fund | 23,391 | $834.4K | 0.01% | −700−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 23,169 | $826.4K | 0.01% | −5,035−17.9% | Reduced |
| Illinois Municipal Retirement Fund | 22,751 | $812.0K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,514 | $803.1K | 0.14% | +22,514 | New |
| Captrust Financial Advisors | 22,342 | $796.9K | 0.00% | +2,860+14.7% | Added |
| Worldquant Millennium Advisors LLC | 21,898 | $781.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 21,849 | $779.4K | 0.04% | −1,086−4.7% | Reduced |
| Securian Asset Management, Inc | 21,752 | $775.9K | 0.02% | −3,426−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,394 | $763.1K | 0.00% | −1,527−6.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,826 | $744.3K | 0.01% | −1,238−5.6% | Reduced |
| Ostrum Asset Management | 20,780 | $741.2K | 0.07% | −141−0.7% | Reduced |
| Hartford Investment Management Co | 20,610 | $735.2K | 0.03% | −1,043−4.8% | Reduced |
| Hazelview Securities Inc. | 20,780 | $730.2K | 0.13% | −391,418−95.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,272 | $687.0K | 0.08% | −99−0.5% | Reduced |
| Dark Forest Capital Management LP | 19,065 | $680.0K | 0.06% | +19,065 | New |
| Louisiana State Employees Retirement System | 18,800 | $670.6K | 0.02% | −300−1.6% | Reduced |
| Pathstone Family Office, LLC | 18,775 | $669.7K | 0.01% | +3,396+22.1% | Added |
| London Co of Virginia | 18,522 | $660.7K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 17,377 | $619.8K | 0.18% | +17,377 | New |
| CIBC World Markets Corp | 16,730 | $596.8K | 0.01% | −19,542−53.9% | Reduced |
| Penserra Capital Management LLC | 16,680 | $593.0K | 0.01% | +74+0.4% | Added |
| Crossmark Global Holdings, Inc. | 16,245 | $588.0K | 0.01% | +54+0.3% | Added |
| HBK Sorce Advisory LLC | 16,423 | $585.8K | 0.03% | −205−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,275 | $580.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 16,158 | $576.4K | 0.03% | −3,156−16.3% | Reduced |
| Bayesian Capital Management, LP | 16,100 | $574.3K | 0.07% | +16,100 | New |
| New Mexico Educational Retirement Board | 16,100 | $574.0K | 0.02% | +1,100+7.3% | Added |
| Naviter Wealth, LLC | 15,934 | $568.4K | 0.14% | +1,355+9.3% | Added |
| Horizon Family Wealth, Inc. | 15,827 | $564.5K | 0.55% | +185+1.2% | Added |
| Stifel Financial Corp | 15,155 | $540.6K | 0.00% | −3,747−19.8% | Reduced |
| Toroso Investments, LLC | 14,533 | $518.4K | 0.02% | +804+5.9% | Added |
| Fifth Third Bancorp | 14,492 | $516.9K | 0.00% | −503−3.4% | Reduced |
| JustInvest LLC | 14,317 | $510.7K | 0.02% | −1,047−6.8% | Reduced |
| Janney Montgomery Scott LLC | 13,940 | $497.0K | 0.00% | +21+0.2% | Added |
| Cetera Advisor Networks LLC | 13,801 | $492.3K | 0.00% | +3,666+36.2% | Added |
| Boothbay Fund Management, LLC | 13,659 | $487.2K | 0.02% | +13,659 | New |
| Howland Capital Management LLC | 13,393 | $477.7K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,561 | $448.1K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 12,411 | $442.7K | 0.00% | −58−0.5% | Reduced |
| Partners in Financial Planning | 12,368 | $441.2K | 0.11% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 12,112 | $432.0K | 0.17% | −2,018−14.3% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $418.1K | 0.43% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,264 | $401.8K | 0.28% | −5,587−33.2% | Reduced |
| Venturi Wealth Management, LLC | 11,175 | $398.6K | 0.03% | +2,202+24.5% | Added |
| Tower Research Capital LLC (TRC) | 11,145 | $397.5K | 0.01% | −11,530−50.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,123 | $396.8K | 0.03% | +16+0.1% | Added |
| XTX Topco Ltd | 10,873 | $387.8K | 0.07% | +6,085+127.1% | Added |
| Versor Investments LP | 10,700 | $381.7K | 0.08% | +4,136+63.0% | Added |
| Tokio Marine Asset Management Co Ltd | 10,534 | $375.7K | 0.02% | +2,199+26.4% | Added |
| Neuberger Berman Group LLC | 10,456 | $373.0K | 0.00% | −714,640−98.6% | Reduced |
| Ackerman Capital Advisors, LLC | 10,050 | $358.5K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 9,878 | $352.3K | 0.00% | +240+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,569 | $341.3K | 0.01% | −191−2.0% | Reduced |