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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 2,150 | $82.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $83.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,188 | $83.8K | 0.01% | +28+1.3% | Added |
| Cetera Trust Company, N.A | 2,400 | $91.9K | 0.06% | +2,400 | New |
| Atlas Capital Advisors LLC | 2,622 | $100.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,821 | $108.0K | 0.07% | +1,330+89.2% | Added |
| Eagle Bay Advisors LLC | 2,932 | $112.3K | 0.07% | −3,384−53.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,137 | $120.0K | 0.00% | −120−3.7% | Reduced |
| Ci Investments Inc. | 3,231 | $124.0K | 0.00% | +632+24.3% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $124.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,363 | $128.8K | 0.00% | −395−10.5% | Reduced |
| Westpac Banking Corp | 3,480 | $133.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,592 | $137.5K | 0.00% | +3,592 | New |
| CWM, LLC | 3,895 | $149.0K | 0.00% | −1,032−20.9% | Reduced |
| Horizon Investments, LLC | 4,708 | $178.3K | 0.00% | +166+3.7% | Added |
| GAMMA Investing LLC | 5,091 | $183.4K | 0.05% | +5,091 | New |
| Northwestern Mutual Wealth Management Co | 4,904 | $187.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,008 | $191.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,032 | $192.7K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,137 | $196.7K | 0.00% | −325−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,256 | $201.3K | 0.00% | −409−7.2% | Reduced |
| CI Private Wealth, LLC | 5,306 | $203.2K | 0.00% | −571−9.7% | Reduced |
| Karpas Strategies, LLC | 5,356 | $205.1K | 0.07% | +5,356 | New |
| Profund Advisors LLC | 5,390 | $206.4K | 0.01% | +5,390 | New |
| Mercer Global Advisors Inc | 5,412 | $207.0K | 0.00% | −1,073−16.5% | Reduced |
| Derbend Asset Management | 5,491 | $210.2K | 0.12% | +5,491 | New |
| Inspire Trust Co, N.A. | 5,500 | $210.6K | 0.22% | +5,500 | New |
| Checchi Capital Advisers, LLC | 5,581 | $213.7K | 0.02% | +5,581 | New |
| AlTi Global, Inc. | 5,591 | $214.1K | 0.01% | +5,591 | New |
| Vinva Investment Management Ltd | 5,578 | $216.3K | 0.02% | −3,058−35.4% | Reduced |
| Trust Co of Virginia | 5,665 | $216.9K | 0.02% | +50+0.9% | Added |
| Exchange Traded Concepts, LLC | 5,732 | $219.5K | 0.01% | −570−9.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $220.5K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,827 | $223.1K | 0.05% | +5,827 | New |
| HRT Financial LP | 5,881 | $225.0K | 0.00% | −65,971−91.8% | Reduced |
| Integrity Wealth Solutions LLC | 5,925 | $226.9K | 0.16% | +5,925 | New |
| Michael B. Yongue | 6,000 | $229.7K | 0.21% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,033 | $231.0K | 0.00% | −30.0% | Reduced |
| Eisler Capital (UK) Ltd. | 6,122 | $234.4K | 0.02% | +6,122 | New |
| Envestnet Portfolio Solutions, Inc. | 6,255 | $239.5K | 0.00% | +6,255 | New |
| Cetera Investment Advisers | 6,393 | $244.8K | 0.00% | −561−8.1% | Reduced |
| Neuberger Berman Group LLC | 6,432 | $246.3K | 0.00% | −4,024−38.5% | Reduced |
| Verus Financial Partners, Inc. | 6,716 | $246.4K | 0.03% | −557−7.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,568 | $251.5K | 0.00% | −157−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,660 | $255.0K | 0.00% | +4,218+172.7% | Added |
| US Bancorp | 6,692 | $256.2K | 0.00% | −1,992−22.9% | Reduced |
| Alberta Investment Management Corp | 6,700 | $256.5K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 6,987 | $267.5K | 0.01% | +6,987 | New |
| Wetherby Asset Management Inc | 7,066 | $270.6K | 0.01% | +697+10.9% | Added |
| Wealthfront Advisers LLC | 7,135 | $273.2K | 0.00% | +9+0.1% | Added |
| Chesapeake Wealth Management | 7,160 | $274.2K | 0.11% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,297 | $279.4K | 0.01% | +7,297 | New |
| Signaturefd, LLC | 7,304 | $279.7K | 0.01% | −1,041−12.5% | Reduced |
| Keybank National Association | 7,309 | $279.9K | 0.00% | −118−1.6% | Reduced |
| Vanderbilt University | 7,470 | $286.0K | 0.07% | +717+10.6% | Added |
| Capital Management Corp | 7,506 | $287.4K | 0.06% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 7,557 | $289.4K | 0.18% | +1,731+29.7% | Added |
| Brown Advisory Inc | 7,768 | $297.4K | 0.00% | 00.0% | Unchanged |
| FJ Investments, LLC | 7,800 | $298.7K | 0.01% | +7,800 | New |
| Landscape Capital Management, L.L.C. | 7,838 | $300.1K | 0.03% | +7,838 | New |
| Finer Wealth Management, Inc. | 8,064 | $308.8K | 0.23% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,200 | $314.0K | 0.00% | −103,245−92.6% | Reduced |
| Engineers Gate Manager LP | 8,435 | $323.0K | 0.01% | −26,759−76.0% | Reduced |
| Credit Agricole S A | 8,562 | $327.8K | 0.01% | +5,710+200.2% | Added |
| Creative Planning | 8,580 | $328.5K | 0.00% | −898−9.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,100 | $348.4K | 0.01% | +9,100 | New |
| Systematic Portfolios LLC | 9,123 | $349.3K | 1.06% | +9,123 | New |
| Verition Fund Management LLC | 9,164 | $350.9K | 0.00% | −252,298−96.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 9,193 | $352.0K | 0.01% | −44,690−82.9% | Reduced |
| Degroof Petercam Asset Management | 9,200 | $352.3K | 0.00% | +9,200 | New |
| Cipher Capital LP | 9,529 | $364.9K | 0.12% | +9,529 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,578 | $366.7K | 0.01% | +9+0.1% | Added |
| Jump Financial, LLC | 9,736 | $372.8K | 0.01% | +9,736 | New |
| Moody National Bank Trust Division | 9,767 | $374.0K | 0.03% | −2,794−22.2% | Reduced |
| Longfellow Investment Management Co LLC | 9,985 | $382.3K | 0.09% | +2,048+25.8% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $384.8K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,185 | $390.0K | 0.00% | +638+6.7% | Added |
| APG Asset Management N.V. | 11,379 | $394.4K | 0.00% | +3,120+37.8% | Added |
| Bridgewater Associates, LP | 10,410 | $398.6K | 0.00% | +532+5.4% | Added |
| Tokio Marine Asset Management Co Ltd | 10,452 | $400.2K | 0.02% | −82−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,781 | $412.8K | 0.03% | −342−3.1% | Reduced |
| Toroso Investments, LLC | 11,184 | $428.2K | 0.01% | −3,349−23.0% | Reduced |
| Cetera Advisor Networks LLC | 11,344 | $434.4K | 0.00% | −2,457−17.8% | Reduced |
| Ethic Inc. | 11,587 | $443.7K | 0.01% | +4,483+63.1% | Added |
| Hummer Financial Advisory Services Inc | 11,722 | $448.8K | 0.41% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 11,989 | $459.1K | 0.02% | −90,902−88.3% | Reduced |
| Partners in Financial Planning | 12,368 | $473.6K | 0.11% | 00.0% | Unchanged |
| Versor Investments LP | 13,300 | $509.3K | 0.10% | +2,600+24.3% | Added |
| Howland Capital Management LLC | 13,393 | $512.8K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,828 | $529.0K | 0.00% | −112−0.8% | Reduced |
| Naviter Wealth, LLC | 13,877 | $531.4K | 0.11% | −2,057−12.9% | Reduced |
| HBK Sorce Advisory LLC | 14,567 | $557.8K | 0.02% | −1,856−11.3% | Reduced |
| Everence Capital Management Inc | 14,880 | $570.0K | 0.04% | +6,280+73.0% | Added |
| Allspring Global Investments Holdings, LLC | 14,948 | $572.4K | 0.00% | −6,446−30.1% | Reduced |
| Greenland Capital Management LP | 15,000 | $574.4K | 0.09% | −185,000−92.5% | Reduced |
| Stifel Financial Corp | 15,662 | $599.7K | 0.00% | +507+3.3% | Added |
| Hazelview Securities Inc. | 17,130 | $609.3K | 0.11% | −3,650−17.6% | Reduced |
| Horizon Family Wealth, Inc. | 16,038 | $614.1K | 0.52% | +211+1.3% | Added |
| JustInvest LLC | 16,084 | $615.9K | 0.02% | +1,767+12.3% | Added |
| New Mexico Educational Retirement Board | 16,100 | $616.0K | 0.02% | 00.0% | Unchanged |