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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 540,332 | $20.6M | 0.05% | +39,999+8.0% | Added |
| Allianz Asset Management GmbH | 547,992 | $21.0M | 0.04% | −93,494−14.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 570,862 | $21.9M | 0.08% | +570,862 | New |
| Public Employees Retirement System of Ohio | 572,006 | $21.9M | 0.09% | +3,397+0.6% | Added |
| State of Tennessee, Treasury Department | 578,850 | $22.2M | 0.09% | +3,865+0.7% | Added |
| AXA S.A. | 584,169 | $22.4M | 0.07% | −51,105−8.0% | Reduced |
| Marshall Wace, LLP | 595,231 | $22.8M | 0.04% | +595,231 | New |
| California Public Employees Retirement System | 595,501 | $22.8M | 0.02% | −3,349−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 589,660 | $22.9M | 0.09% | +2,626+0.4% | Added |
| Amundi | 610,258 | $23.3M | 0.01% | +78,590+14.8% | Added |
| Bank of Montreal | 443,347 | $24.4M | 0.01% | +122,846+38.3% | Added |
| Rhumbline Advisers | 662,240 | $25.4M | 0.03% | −6,511−1.0% | Reduced |
| Barclays PLC | 680,550 | $26.1M | 0.01% | +7,252+1.1% | Added |
| Utah Retirement Systems | 726,817 | $27.8M | 0.35% | +3000.0% | Added |
| HSBC Holdings PLC | 761,659 | $29.2M | 0.03% | +44,677+6.2% | Added |
| Lasalle Investment Management Securities LLC | 879,547 | $33.7M | 1.33% | +879,547 | New |
| Brookfield Asset Management Inc. | 887,396 | $34.0M | 0.19% | −377,561−29.8% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 893,735 | $34.2M | 7.02% | −132,302−12.9% | Reduced |
| Waterfront Capital Partners, LLC | 914,248 | $35.0M | 3.06% | +914,248 | New |
| Swiss National Bank | 978,800 | $37.5M | 0.03% | −27,100−2.7% | Reduced |
| Nuveen Asset Management, LLC | 983,603 | $37.7M | 0.01% | +108,728+12.4% | Added |
| Pictet Asset Management Holding SA | 1,056,465 | $40.5M | 0.04% | −25,622−2.4% | Reduced |
| Prudential Financial Inc | 1,139,900 | $43.4M | 0.07% | −5,087−0.4% | Reduced |
| Nekton Capital Ltd. | 1,190,487 | $45.6M | 10.47% | +186,284+18.6% | Added |
| Soroban Capital Partners LP | 1,248,995 | $47.8M | 0.59% | +1,248,995 | New |
| Alliancebernstein L.P. | 1,334,092 | $51.1M | 0.02% | +156,056+13.2% | Added |
| SEI Investments Co | 1,352,313 | $51.8M | 0.08% | +64,012+5.0% | Added |
| Janus Henderson Group PLC | 1,387,043 | $53.1M | 0.03% | −448,354−24.4% | Reduced |
| Bank of America Corp | 1,427,943 | $54.7M | 0.01% | −350,283−19.7% | Reduced |
| Diamond Hill Capital Management Inc | 1,569,086 | $60.1M | 0.26% | −39,925−2.5% | Reduced |
| Goldman Sachs Group Inc | 1,574,268 | $60.3M | 0.01% | −134,922−7.9% | Reduced |
| Schroder Investment Management Group | 1,581,379 | $60.6M | 0.08% | −461,056−22.6% | Reduced |
| Heitman Real Estate Securities LLC | 1,591,847 | $61.0M | 3.29% | +1,591,847 | New |
| Duff & Phelps Investment Management Co | 1,761,750 | $67.5M | 0.81% | −691,770−28.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,830,437 | $70.1M | 0.05% | +809,273+79.3% | Added |
| Balyasny Asset Management LLC | 2,086,620 | $79.9M | 0.22% | +2,086,620 | New |
| Russell Investments Group, Ltd. | 2,169,225 | $83.2M | 0.15% | −359,631−14.2% | Reduced |
| PGGM Investments | 2,324,664 | $89.0M | 1.35% | +720,423+44.9% | Added |
| Aew Capital Management L P | 2,601,811 | $99.6M | 3.63% | +6,507+0.3% | Added |
| Morgan Stanley | 2,640,127 | $101.1M | 0.01% | +364,307+16.0% | Added |
| Bank of New York Mellon Corp | 2,651,670 | $101.5M | 0.02% | +61,243+2.4% | Added |
| Canada Pension Plan Investment Board | 2,830,297 | $108.4M | 0.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,836,833 | $108.6M | 0.04% | +270,977+10.6% | Added |
| Millennium Management LLC | 3,149,167 | $120.6M | 0.11% | +868,431+38.1% | Added |
| Deutsche Bank AG | 3,456,586 | $132.4M | 0.07% | −1,609,917−31.8% | Reduced |
| Northern Trust Corp | 3,578,665 | $137.0M | 0.02% | −1,165,507−24.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,128,230 | $158.1M | 0.04% | +81,981+2.0% | Added |
| Legal & General Group Plc | 4,277,936 | $163.8M | 0.05% | −4,525−0.1% | Reduced |
| Dimensional Fund Advisors LP | 4,574,786 | $175.2M | 0.05% | −95,994−2.1% | Reduced |
| JPMorgan Chase & Co | 5,546,460 | $212.4M | 0.02% | −6,524,415−54.1% | Reduced |
| Daiwa Securities Group Inc. | 6,108,077 | $233.9M | 1.45% | +403,377+7.1% | Added |
| Geode Capital Management, LLC | 7,339,533 | $280.3M | 0.03% | +132,722+1.8% | Added |
| Wellington Management Group LLP | 7,350,723 | $281.5M | 0.05% | −1,134,773−13.4% | Reduced |
| Centersquare Investment Management LLC | 8,117,175 | $310.8M | 3.47% | +2,145,242+35.9% | Added |
| FMR LLC | 9,547,378 | $365.6M | 0.03% | −2,533,627−21.0% | Reduced |
| Invesco Ltd. | 11,772,125 | $450.8M | 0.11% | +2,954,750+33.5% | Added |
| State Street Corp | 22,513,058 | $862.0M | 0.04% | +467,128+2.1% | Added |
| Cohen & Steers, Inc. | 26,775,574 | $1.03B | 2.07% | +984,807+3.8% | Added |
| Norges Bank | 27,826,628 | $1.07B | 0.19% | +2,942,154+11.8% | Added |
| BlackRock Inc. | 34,676,247 | $1.33B | 0.03% | +1,787,410+5.4% | Added |
| Vanguard Group Inc | 50,829,739 | $1.95B | 0.04% | −549,550−1.1% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −979,887−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −736,386−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −535,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −400,032−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −257,174−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −183,956−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −107,862−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −77,603−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −49,858−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −48,125−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −44,564−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,200−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −36,435−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −31,886−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −30,799−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −30,496−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −30,282−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −29,014−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −28,407−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −27,666−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −27,015−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −23,520−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −21,898−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19,065−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,377−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,659−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −12,112−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,264−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −7,453−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,035−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −6,346−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −5,935−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |