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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 323 | $11.5K | 0.00% | +148+84.6% | Added |
| Riverview Trust Co | 322 | $11.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 306 | $10.9K | 0.00% | +306 | New |
| Baker Avenue Asset Management, LP | 268 | $9.56K | 0.00% | −11−3.9% | Reduced |
| Central Trust Co | 250 | $8.92K | 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 |
| DT Investment Partners, LLC | 224 | $7.99K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $7.71K | 0.00% | −25−10.4% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $6.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 185 | $6.60K | 0.00% | +3+1.6% | Added |
| MV Capital Management, Inc. | 183 | $6.53K | 0.00% | +41+28.9% | Added |
| Wolff Wiese Magana LLC | 175 | $6.24K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 172 | $6.14K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 162 | $5.78K | 0.00% | −49−23.2% | Reduced |
| Concord Wealth Partners | 150 | $5.35K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 145 | $5.17K | 0.00% | +8+5.8% | Added |
| TD Waterhouse Canada Inc. | 99 | $4.76K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $4.64K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $4.57K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | +31+44.9% | Added |
| Geneos Wealth Management Inc. | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.21K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.00K | 0.00% | +44+107.3% | Added |
| Zions Bancorporation, N.A. | 76 | $2.71K | 0.00% | −1−1.3% | Reduced |
| Farther Finance Advisors, LLC | 67 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $2.32K | 0.00% | +26+66.7% | Added |
| Kozak & Associates, Inc. | 55 | $1.97K | 0.00% | +1+1.9% | Added |
| ING Groep NV | 54 | $1.93K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 52 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $1.78K | 0.00% | +50 | New |
| Trust Co of Vermont | 41 | $1.46K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 40 | $1.43K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $1.00K | 0.00% | +15+136.4% | Added |
| EverSource Wealth Advisors, LLC | 26 | $927 | 0.00% | −66−71.7% | Reduced |
| Abound Wealth Management | 23 | $827 | 0.00% | −4−14.8% | Reduced |
| SRS Capital Advisors, Inc. | 17 | $607 | 0.00% | −9−34.6% | Reduced |
| USA Financial Portformulas Corp | 14 | $499 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $428 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $143 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 4 | $142 | 0.00% | +4 | New |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Bollard Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −1,215,336−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −502,885−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −352,590−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −153,800−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −80,393−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −72,770−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −30,723−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −29,691−100.0% | Sold out |
| Schulhoff & Co Inc | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,895−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,982−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −16,831−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −14,655−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −7,778−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,291−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,205−100.0% | Sold out |
| Derbend Asset Management | 0 | $0 | 0.00% | −6,933−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −6,816−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −6,718−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,733−100.0% | Sold out |
| Karpas Strategies, LLC | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,772−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| McMillion Capital Management Inc | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |