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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 16,213 | $620.8K | 0.03% | +55+0.3% | Added |
| Crossmark Global Holdings, Inc. | 16,280 | $623.0K | 0.01% | +35+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,275 | $623.2K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,281 | $661.7K | 0.00% | −113,633−86.8% | Reduced |
| Elequin Capital LP | 17,350 | $664.3K | 0.20% | +17,350 | New |
| Fifth Third Bancorp | 18,105 | $693.2K | 0.00% | +3,613+24.9% | Added |
| Louisiana State Employees Retirement System | 18,300 | $700.7K | 0.01% | −500−2.7% | Reduced |
| Bayesian Capital Management, LP | 18,300 | $700.7K | 0.07% | +2,200+13.7% | Added |
| Penserra Capital Management LLC | 18,531 | $708.0K | 0.01% | +1,851+11.1% | Added |
| London Co of Virginia | 18,522 | $709.2K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,788 | $720.5K | 0.01% | −2,038−9.8% | Reduced |
| Securian Asset Management, Inc | 19,095 | $731.1K | 0.02% | −2,657−12.2% | Reduced |
| UBS Oconnor LLC | 19,236 | $736.5K | 0.02% | −56,206−74.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,290 | $739.0K | 0.08% | +18+0.1% | Added |
| Lockheed Martin Investment Management Co | 18,690 | $757.7K | 0.05% | −5,200−21.8% | Reduced |
| Pacer Advisors, Inc. | 20,054 | $767.9K | 0.00% | −14,635−42.2% | Reduced |
| Heritage Wealth Advisors | 20,198 | $773.4K | 0.04% | −43,130−68.1% | Reduced |
| Hartford Investment Management Co | 20,316 | $777.9K | 0.03% | −294−1.4% | Reduced |
| Aviva PLC | 20,350 | $779.2K | 0.00% | +7,939+64.0% | Added |
| Mariner, LLC | 20,587 | $788.3K | 0.00% | −5,960−22.5% | Reduced |
| DoubleLine ETF Adviser LP | 20,860 | $798.7K | 0.23% | +20,860 | New |
| Ostrum Asset Management | 20,868 | $799.0K | 0.07% | +88+0.4% | Added |
| The PNC Financial Services Group, Inc. | 21,170 | $810.6K | 0.00% | −4,603−17.9% | Reduced |
| Itau Unibanco Holding S.A. | 21,200 | $821.9K | 0.03% | +21,200 | New |
| Metropolitan Life Insurance Co | 21,581 | $826.3K | 0.04% | −268−1.2% | Reduced |
| Pathstone Holdings, LLC | 22,503 | $861.7K | 0.00% | +22,503 | New |
| Kingswood Wealth Advisors, LLC | 22,590 | $865.0K | 0.10% | +76+0.3% | Added |
| Illinois Municipal Retirement Fund | 22,751 | $871.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,794 | $872.8K | 0.00% | +452+2.0% | Added |
| iA Global Asset Management Inc. | 22,970 | $880.0K | 0.02% | +14,156+160.6% | Added |
| Oppenheimer Asset Management Inc. | 23,206 | $888.6K | 0.01% | +37+0.2% | Added |
| Oregon Public Employees Retirement Fund | 23,591 | $903.3K | 0.02% | +200+0.9% | Added |
| Kentucky Retirement Systems | 24,212 | $927.1K | 0.03% | −700−2.8% | Reduced |
| Venturi Wealth Management, LLC | 24,987 | $956.8K | 0.07% | +13,812+123.6% | Added |
| Maryland State Retirement & Pension System | 25,045 | $959.0K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 25,424 | $973.5K | 0.02% | −2,022−7.4% | Reduced |
| Panagora Asset Management Inc | 25,632 | $981.4K | 0.01% | +2,187+9.3% | Added |
| Ossiam | 25,825 | $988.8K | 0.02% | −5,046−16.3% | Reduced |
| Gulf International Bank (UK) Ltd | 25,920 | $992.0K | 0.03% | −3,267−11.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,989 | $995.0K | 0.01% | −1,628−5.9% | Reduced |
| Mackenzie Financial Corp | 26,915 | $1.03M | 0.00% | −3,471−11.4% | Reduced |
| Natixis | 27,105 | $1.04M | 0.01% | +27,105 | New |
| Elo Mutual Pension Insurance Co | 27,328 | $1.05M | 0.03% | +1,128+4.3% | Added |
| Pensionfund Sabic | 28,388 | $1.09M | 0.34% | +2,500+9.7% | Added |
| HighTower Advisors, LLC | 29,012 | $1.11M | 0.00% | −3,297−10.2% | Reduced |
| Metis Global Partners, LLC | 29,739 | $1.14M | 0.05% | +843+2.9% | Added |
| Atlantic Union Bankshares Corp | 29,873 | $1.14M | 0.11% | −768−2.5% | Reduced |
| Davenport & Co LLC | 29,883 | $1.14M | 0.01% | −988−3.2% | Reduced |
| Nordea Investment Management AB | 30,361 | $1.17M | 0.00% | −2,955−8.9% | Reduced |
| Atria Investments LLC | 30,695 | $1.18M | 0.02% | −4,877−13.7% | Reduced |
| Public Employees Retirement Association of Colorado | 30,962 | $1.19M | 0.01% | −3,079−9.0% | Reduced |
| Rockefeller Capital Management L.P. | 32,884 | $1.26M | 0.00% | +1,126+3.5% | Added |
| South Dakota Investment Council | 33,831 | $1.29M | 0.03% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 34,212 | $1.31M | 0.16% | +193+0.6% | Added |
| First Trust Advisors LP | 35,093 | $1.34M | 0.00% | −73,536−67.7% | Reduced |
| Public Sector Pension Investment Board | 36,008 | $1.38M | 0.01% | −26,605−42.5% | Reduced |
| British Columbia Investment Management Corp | 36,036 | $1.38M | 0.01% | +7,818+27.7% | Added |
| Prudential PLC | 36,574 | $1.40M | 0.01% | −42,071−53.5% | Reduced |
| Brookstone Capital Management | 36,640 | $1.40M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 38,255 | $1.46M | 0.00% | +9,795+34.4% | Added |
| Mutual of America Capital Management LLC | 40,491 | $1.55M | 0.02% | −1,922−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 40,464 | $1.55M | 0.02% | +40,464 | New |
| Rafferty Asset Management, LLC | 40,583 | $1.55M | 0.01% | +6,720+19.8% | Added |
| M&T Bank Corp | 41,401 | $1.59M | 0.01% | −700−1.7% | Reduced |
| CWM Advisors, LLC | 42,111 | $1.61M | 0.18% | +525+1.3% | Added |
| CIBC Asset Management Inc | 42,508 | $1.63M | 0.01% | −1,609−3.6% | Reduced |
| UBS Group AG | 42,546 | $1.63M | 0.00% | −395,978−90.3% | Reduced |
| Xponance, Inc. | 42,562 | $1.63M | 0.02% | −5,064−10.6% | Reduced |
| Swedbank AB | 42,960 | $1.64M | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 43,001 | $1.65M | 0.02% | +31,856+285.8% | Added |
| Spirit of America Management Corp | 43,600 | $1.67M | 0.37% | 00.0% | Unchanged |
| KBC Group NV | 46,498 | $1.78M | 0.01% | −2,090−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 47,198 | $1.81M | 0.00% | −36,596−43.7% | Reduced |
| Pictet & Cie (Europe) SA | 47,216 | $1.81M | 0.05% | −673−1.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 47,374 | $1.81M | 0.01% | −154,249−76.5% | Reduced |
| Allstate Corp | 48,450 | $1.86M | 0.13% | −36,302−42.8% | Reduced |
| CPA Asset Management LLC | 49,865 | $1.91M | 1.16% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 49,868 | $1.91M | 0.16% | +49,868 | New |
| Commonwealth Equity Services, LLC | 51,645 | $1.98M | 0.00% | +17,230+50.1% | Added |
| Zimmer Partners, LP | 53,000 | $2.03M | 0.07% | −77,000−59.2% | Reduced |
| Czech National Bank | 53,001 | $2.03M | 0.03% | +220.0% | Added |
| Perpetual Ltd | 53,040 | $2.03M | 0.02% | −2,140−3.9% | Reduced |
| Yousif Capital Management, LLC | 53,249 | $2.04M | 0.02% | −1,533−2.8% | Reduced |
| Nomura Holdings Inc | 53,726 | $2.06M | 0.02% | +53,726 | New |
| Ieq Capital, LLC | 58,714 | $2.25M | 0.04% | +13,913+31.1% | Added |
| Jane Street Group, LLC | 59,169 | $2.27M | 0.00% | −26,910−31.3% | Reduced |
| Aurora Investment Managers, LLC. | 59,412 | $2.27M | 1.73% | +3,230+5.7% | Added |
| Texas Permanent School Fund | 60,751 | $2.33M | 0.02% | −1,664−2.7% | Reduced |
| DnB Asset Management AS | 62,378 | $2.39M | 0.01% | −591−0.9% | Reduced |
| Vident Advisory, LLC | 64,955 | $2.49M | 0.06% | −2,052−3.1% | Reduced |
| Pensionfund DSM Netherlands | 65,605 | $2.51M | 1.51% | +6,500+11.0% | Added |
| IFM Investors Pty Ltd | 66,266 | $2.54M | 0.03% | +847+1.3% | Added |
| Wells Fargo & Company | 66,398 | $2.54M | 0.00% | −14,480−17.9% | Reduced |
| Forsta Ap-Fonden | 67,000 | $2.57M | 0.03% | +3,400+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 67,786 | $2.60M | 0.02% | +43,615+180.4% | Added |
| Truist Financial Corp | 67,895 | $2.60M | 0.00% | −5,272−7.2% | Reduced |
| SG Americas Securities, LLC | 70,685 | $2.71M | 0.03% | +20,592+41.1% | Added |
| ING Groep NV | 70,729 | $2.71M | 0.02% | +70,675+130,879.6% | Added |
| National Bank of Canada | 70,710 | $2.73M | 0.00% | +6,051+9.4% | Added |
| Nissay Asset Management Corp | 72,366 | $2.77M | 0.02% | +2,934+4.2% | Added |