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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |