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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9,547 | $340.6K | 0.00% | +1,848+24.0% | Added |
| Creative Planning | 9,478 | $338.1K | 0.00% | −1,723−15.4% | Reduced |
| iA Global Asset Management Inc. | 8,814 | $314.0K | 0.01% | +8,814 | New |
| US Bancorp | 8,684 | $309.8K | 0.00% | +1,399+19.2% | Added |
| Vinva Investment Management Ltd | 8,636 | $308.0K | 0.03% | +1,222+16.5% | Added |
| Everence Capital Management Inc | 8,600 | $307.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,345 | $297.7K | 0.01% | +272+3.4% | Added |
| APG Asset Management N.V. | 8,259 | $294.6K | 0.00% | −3,100−27.3% | Reduced |
| Finer Wealth Management, Inc. | 8,064 | $287.6K | 0.23% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,937 | $283.1K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,768 | $277.1K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $269.6K | 0.00% | – | New |
| Capital Management Corp | 7,506 | $267.7K | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,453 | $265.8K | 0.03% | −4−0.1% | Reduced |
| Keybank National Association | 7,427 | $264.9K | 0.00% | −494−6.2% | Reduced |
| Verus Financial Partners, Inc. | 7,273 | $262.9K | 0.03% | +24+0.3% | Added |
| Chesapeake Wealth Management | 7,160 | $255.4K | 0.11% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,126 | $254.2K | 0.00% | −264−3.6% | Reduced |
| Ethic Inc. | 7,104 | $253.4K | 0.01% | −2,655−27.2% | Reduced |
| Nebula Research & Development LLC | 7,035 | $250.9K | 0.13% | +7,035 | New |
| Cetera Investment Advisers | 6,954 | $248.1K | 0.00% | −39−0.6% | Reduced |
| Vanderbilt University | 6,753 | $240.9K | 0.06% | −3,940−36.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,725 | $239.9K | 0.00% | +6,725 | New |
| Alberta Investment Management Corp | 6,700 | $239.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,485 | $231.0K | 0.00% | −1,681−20.6% | Reduced |
| Diametric Capital, LP | 6,407 | $228.5K | 0.10% | +6,407 | New |
| Gsa Capital Partners LLP | 6,391 | $228.0K | 0.02% | +6,391 | New |
| Wetherby Asset Management Inc | 6,369 | $227.2K | 0.01% | −1,248−16.4% | Reduced |
| Arcus Capital Partners, LLC | 6,346 | $226.4K | 0.07% | +6,346 | New |
| Eagle Bay Advisors LLC | 6,316 | $225.3K | 0.10% | +1,752+38.4% | Added |
| Exchange Traded Concepts, LLC | 6,302 | $224.8K | 0.01% | +299+5.0% | Added |
| Wolverine Trading, LLC | 6,271 | $223.7K | 0.00% | −12,682−66.9% | Reduced |
| Tiaa Trust, National Association | 6,036 | $215.3K | 0.00% | +6,036 | New |
| Michael B. Yongue | 6,000 | $214.0K | 0.21% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,935 | $211.7K | 0.01% | −998−14.4% | Reduced |
| CI Private Wealth, LLC | 5,877 | $209.6K | 0.00% | −1,248−17.5% | Reduced |
| Pacific Sun Financial Corp | 5,826 | $207.8K | 0.14% | +5,826 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $206.1K | 0.03% | −589−9.3% | Reduced |
| DRW Securities, LLC | 5,774 | $206.0K | 0.02% | +5,774 | New |
| Raymond James Financial Services Advisors, Inc. | 5,665 | $202.1K | 0.00% | +272+5.0% | Added |
| 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 |
| Trust Co of Virginia | 5,615 | $200.3K | 0.02% | +5,615 | New |
| Steward Partners Investment Advisory, LLC | 5,462 | $194.8K | 0.00% | −150−2.7% | Reduced |
| V-Square Quantitative Management LLC | 5,032 | $179.5K | 0.08% | +5,032 | New |
| Meeder Asset Management Inc | 5,008 | $178.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,927 | $176.0K | 0.00% | +74+1.5% | Added |
| Banque Cantonale Vaudoise | 4,900 | $175.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,904 | $174.9K | 0.00% | +4+0.1% | Added |
| Federated Hermes, Inc. | 4,536 | $161.8K | 0.00% | −9−0.2% | Reduced |
| Horizon Investments, LLC | 4,542 | $160.1K | 0.00% | +55+1.2% | Added |
| State of Wyoming | 4,473 | $159.6K | 0.03% | +4,473 | New |
| Capstone Investment Advisors, LLC | 3,816 | $136.1K | 0.00% | +3,816 | New |
| Ameritas Investment Partners, Inc. | 3,758 | $134.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,480 | $124.1K | 0.01% | +628+22.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,257 | $116.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $115.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,852 | $101.7K | 0.00% | +248+9.5% | Added |
| Quadrant Capital Group LLC | 2,646 | $94.4K | 0.01% | −703−21.0% | Reduced |
| Atlas Capital Advisors LLC | 2,622 | $93.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,599 | $93.0K | 0.00% | +37+1.4% | Added |
| Robeco Institutional Asset Management B.V. | 2,442 | $87.1K | 0.00% | −5,861−70.6% | Reduced |
| Atlantic Trust, LLC | 2,377 | $84.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $78.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,160 | $77.0K | 0.01% | −2,339−52.0% | Reduced |
| Sandy Spring Bank | 2,150 | $76.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 1,778 | $63.0K | 0.03% | −232−11.5% | Reduced |
| Allworth Financial LP | 1,618 | $57.7K | 0.00% | −11−0.7% | Reduced |
| Tobam | 1,551 | $55.0K | 0.00% | −824−34.7% | Reduced |
| Covestor Ltd | 1,491 | $53.0K | 0.04% | +112+8.1% | Added |
| Hanson & Doremus Investment Management | 1,196 | $43.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,214 | $43.0K | 0.00% | −14−1.1% | Reduced |
| Addison Advisors LLC | 1,131 | $40.3K | 0.02% | +136+13.7% | Added |
| Parkside Financial Bank & Trust | 1,088 | $38.8K | 0.01% | +754+225.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,071 | $38.2K | 0.00% | −375−25.9% | Reduced |
| Private Trust Co NA | 1,066 | $38.0K | 0.01% | −39−3.5% | Reduced |
| Quarry LP | 1,017 | $36.3K | 0.02% | +1,017 | New |
| Salomon & Ludwin, LLC | 972 | $34.7K | 0.00% | +972 | New |
| Lindbrook Capital, LLC | 855 | $30.5K | 0.00% | +109+14.6% | Added |
| Parallel Advisors, LLC | 806 | $28.8K | 0.00% | +42+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $27.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $24.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 648 | $23.1K | 0.00% | +648 | New |
| Bank of New Hampshire | 611 | $21.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 540 | $19.3K | 0.01% | +540 | New |
| NBC Securities, Inc. | 535 | $19.0K | 0.00% | +535 | New |
| Headinvest, LLC | 540 | $19.0K | 0.00% | +540 | New |
| Bessemer Group Inc | 527 | $18.0K | 0.00% | −1,063−66.9% | Reduced |
| Duncker Streett & Co Inc | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 473 | $16.9K | 0.00% | +37+8.5% | Added |
| Acima Private Wealth, LLC | 455 | $16.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 393 | $14.0K | 0.00% | −427−52.1% | Reduced |
| Umb Bank N A | 371 | $13.2K | 0.00% | +100+36.9% | Added |
| Annapolis Financial Services, LLC | 360 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 356 | $12.7K | 0.00% | −2,511−87.6% | Reduced |
| AdvisorNet Financial, Inc | 328 | $11.7K | 0.00% | −5−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 324 | $11.6K | 0.00% | +324 | New |