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, Q4 2023
Institutional positions in UDR, Inc. as of Dec 31, 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
- 461
- +16 vs. Q3 2023
- Shares held
- 321.1M
- +1.24M (+0.4%) vs. Q3 2023
- Total value
- $12.3B
- +$890.8M (+7.8%) vs. Q3 2023
- New holders
- 74
- 150 more added
- Sold out
- 58
- 173 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 4 | $143 | 0.00% | +4 | New |
| Trust Co of Vermont | 6 | $230 | 0.00% | −35−85.4% | Reduced |
| Colonial Trust Advisors | 8 | $306 | 0.00% | +4+100.0% | Added |
| Harbour Investments, Inc. | 10 | $383 | 0.00% | +10 | New |
| GWM Advisors LLC | 10 | $383 | 0.00% | +10 | New |
| West Paces Advisors Inc. | 10 | $383 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 14 | $537 | 0.00% | −51−78.5% | Reduced |
| Sachetta, LLC | 15 | $575 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 16 | $613 | 0.00% | +16 | New |
| Dunhill Financial, LLC | 20 | $749 | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 20 | $766 | 0.00% | +20 | New |
| MCF Advisors LLC | 21 | $805 | 0.00% | −10−32.3% | Reduced |
| Abound Wealth Management | 23 | $888 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| Assetmark, Inc | 29 | $1.11K | 0.00% | +29 | New |
| SRS Capital Advisors, Inc. | 31 | $1.19K | 0.00% | +14+82.4% | Added |
| Gradient Investments LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $1.38K | 0.00% | −40−52.6% | Reduced |
| TFC Financial Management | 36 | $1.38K | 0.00% | +36 | New |
| Tidemark, LLC | 37 | $1.42K | 0.00% | +37 | New |
| Spire Wealth Management | 38 | $1.43K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $1.57K | 0.00% | +29+241.7% | Added |
| EverSource Wealth Advisors, LLC | 42 | $1.61K | 0.00% | +16+61.5% | Added |
| Cape Investment Advisory, Inc. | 50 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 56 | $2.14K | 0.00% | +1+1.8% | Added |
| Farther Finance Advisors, LLC | 63 | $2.41K | 0.00% | −4−6.0% | Reduced |
| Aspect Partners, LLC | 70 | $2.68K | 0.00% | +70 | New |
| EntryPoint Capital, LLC | 78 | $2.99K | 0.00% | +78 | New |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $3.18K | 0.00% | −100−54.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.45K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 99 | $4.00K | 0.00% | +91+1,137.5% | Added |
| Bruce G. Allen Investments, LLC | 111 | $4.25K | 0.00% | +111 | New |
| Investors Research Corp | 130 | $4.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 144 | $5.58K | 0.00% | +144 | New |
| Concord Wealth Partners | 150 | $5.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $5.75K | 0.00% | −938−86.2% | Reduced |
| Private Wealth Management Group, LLC | 153 | $5.86K | 0.00% | +153 | New |
| Fortitude Family Office, LLC | 167 | $6.39K | 0.00% | +167 | New |
| Plante Moran Financial Advisors, LLC | 169 | $6.47K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 172 | $6.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 177 | $6.79K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 191 | $7.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $8.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $8.27K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 220 | $8.42K | 0.01% | +220 | New |
| Quent Capital, LLC | 221 | $8.46K | 0.00% | −102−31.6% | Reduced |
| Glassman Wealth Services | 222 | $8.50K | 0.00% | +60+37.0% | Added |
| Valley National Advisers Inc | 246 | $9.00K | 0.00% | +15+6.5% | Added |
| Central Trust Co | 250 | $9.57K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 251 | $9.61K | 0.00% | +66+35.7% | Added |
| Crewe Advisors LLC | 253 | $9.69K | 0.00% | +253 | New |
| Huntington National Bank | 304 | $11.6K | 0.00% | −2−0.7% | Reduced |
| Massmutual Trust Co FSB | 315 | $12.1K | 0.00% | −158−33.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 324 | $12.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 360 | $13.8K | 0.01% | +360 | New |
| Annapolis Financial Services, LLC | 360 | $13.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 369 | $14.1K | 0.00% | +41+12.5% | Added |
| Main Street Group, LTD | 378 | $14.5K | 0.01% | +378 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $14.6K | 0.01% | +380 | New |
| First Manhattan Co | 400 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 437 | $16.7K | 0.00% | +44+11.2% | Added |
| Gold Investment Management Ltd. | 445 | $17.0K | 0.01% | +445 | New |
| Acima Private Wealth, LLC | 455 | $17.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 492 | $18.0K | 0.00% | −43−8.0% | Reduced |
| Ronald Blue Trust, Inc. | 503 | $18.0K | 0.00% | +310+160.6% | Added |
| CVA Family Office, LLC | 480 | $18.4K | 0.00% | +480 | New |
| Duncker Streett & Co Inc | 500 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $19.1K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 528 | $20.2K | 0.00% | −278−34.5% | Reduced |
| Rothschild Investment LLC | 555 | $21.3K | 0.00% | +555 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 595 | $22.8K | 0.01% | +55+10.2% | Added |
| Bank of New Hampshire | 611 | $23.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 648 | $24.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 690 | $26.4K | 0.00% | +690 | New |
| M&R Capital Management Inc | 691 | $26.5K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 704 | $27.0K | 0.01% | +704 | New |
| Quarry LP | 737 | $28.2K | 0.01% | −280−27.5% | Reduced |
| Rakuten Investment Management, Inc. | 756 | $29.3K | 0.00% | +756 | New |
| Salomon & Ludwin, LLC | 972 | $34.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,054 | $40.4K | 0.00% | +199+23.3% | Added |
| Private Trust Co NA | 1,067 | $40.9K | 0.00% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,071 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,196 | $46.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,213 | $46.5K | 0.00% | −1−0.1% | Reduced |
| Wiser Advisor Group LLC | 1,226 | $46.9K | 0.08% | +1,226 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,435 | $54.9K | 0.01% | +669+87.3% | Added |
| Tobam | 1,541 | $59.0K | 0.01% | −10−0.6% | Reduced |
| Bessemer Group Inc | 1,592 | $61.0K | 0.00% | +1,065+202.1% | Added |
| Quadrant Capital Group LLC | 1,669 | $63.9K | 0.01% | −977−36.9% | Reduced |
| Addison Advisors LLC | 1,731 | $66.3K | 0.03% | +600+53.1% | Added |
| Allworth Financial LP | 1,943 | $74.4K | 0.00% | +325+20.1% | Added |
| Legend Financial Advisors, Inc. | 2,000 | $76.6K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $76.6K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,013 | $77.1K | 0.02% | −364−15.3% | Reduced |
| Federated Hermes, Inc. | 2,030 | $77.7K | 0.00% | −2,506−55.2% | Reduced |