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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 40,491 | $1.55M | 0.02% | −1,922−4.5% | Reduced |
| Bank of Nova Scotia | 38,255 | $1.46M | 0.00% | +9,795+34.4% | Added |
| Brookstone Capital Management | 36,640 | $1.40M | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 36,574 | $1.40M | 0.01% | −42,071−53.5% | Reduced |
| British Columbia Investment Management Corp | 36,036 | $1.38M | 0.01% | +7,818+27.7% | Added |
| Public Sector Pension Investment Board | 36,008 | $1.38M | 0.01% | −26,605−42.5% | Reduced |
| First Trust Advisors LP | 35,093 | $1.34M | 0.00% | −73,536−67.7% | Reduced |
| Telos Capital Management, Inc. | 34,212 | $1.31M | 0.16% | +193+0.6% | Added |
| South Dakota Investment Council | 33,831 | $1.29M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32,884 | $1.26M | 0.00% | +1,126+3.5% | Added |
| Public Employees Retirement Association of Colorado | 30,962 | $1.19M | 0.01% | −3,079−9.0% | Reduced |
| Atria Investments LLC | 30,695 | $1.18M | 0.02% | −4,877−13.7% | Reduced |
| Nordea Investment Management AB | 30,361 | $1.17M | 0.00% | −2,955−8.9% | Reduced |
| Davenport & Co LLC | 29,883 | $1.14M | 0.01% | −988−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 29,873 | $1.14M | 0.11% | −768−2.5% | Reduced |
| Metis Global Partners, LLC | 29,739 | $1.14M | 0.05% | +843+2.9% | Added |
| HighTower Advisors, LLC | 29,012 | $1.11M | 0.00% | −3,297−10.2% | Reduced |
| Pensionfund Sabic | 28,388 | $1.09M | 0.34% | +2,500+9.7% | Added |
| Elo Mutual Pension Insurance Co | 27,328 | $1.05M | 0.03% | +1,128+4.3% | Added |
| Natixis | 27,105 | $1.04M | 0.01% | +27,105 | New |
| Mackenzie Financial Corp | 26,915 | $1.03M | 0.00% | −3,471−11.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,989 | $995.0K | 0.01% | −1,628−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 25,920 | $992.0K | 0.03% | −3,267−11.2% | Reduced |
| Ossiam | 25,825 | $988.8K | 0.02% | −5,046−16.3% | Reduced |
| Panagora Asset Management Inc | 25,632 | $981.4K | 0.01% | +2,187+9.3% | Added |
| Norinchukin Bank, The | 25,424 | $973.5K | 0.02% | −2,022−7.4% | Reduced |
| Maryland State Retirement & Pension System | 25,045 | $959.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24,987 | $956.8K | 0.07% | +13,812+123.6% | Added |
| Kentucky Retirement Systems | 24,212 | $927.1K | 0.03% | −700−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 23,591 | $903.3K | 0.02% | +200+0.9% | Added |
| Oppenheimer Asset Management Inc. | 23,206 | $888.6K | 0.01% | +37+0.2% | Added |
| iA Global Asset Management Inc. | 22,970 | $880.0K | 0.02% | +14,156+160.6% | Added |
| Captrust Financial Advisors | 22,794 | $872.8K | 0.00% | +452+2.0% | Added |
| Illinois Municipal Retirement Fund | 22,751 | $871.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,590 | $865.0K | 0.10% | +76+0.3% | Added |
| Pathstone Holdings, LLC | 22,503 | $861.7K | 0.00% | +22,503 | New |
| Metropolitan Life Insurance Co | 21,581 | $826.3K | 0.04% | −268−1.2% | Reduced |
| Itau Unibanco Holding S.A. | 21,200 | $821.9K | 0.03% | +21,200 | New |
| The PNC Financial Services Group, Inc. | 21,170 | $810.6K | 0.00% | −4,603−17.9% | Reduced |
| Ostrum Asset Management | 20,868 | $799.0K | 0.07% | +88+0.4% | Added |
| DoubleLine ETF Adviser LP | 20,860 | $798.7K | 0.23% | +20,860 | New |
| Mariner, LLC | 20,587 | $788.3K | 0.00% | −5,960−22.5% | Reduced |
| Aviva PLC | 20,350 | $779.2K | 0.00% | +7,939+64.0% | Added |
| Hartford Investment Management Co | 20,316 | $777.9K | 0.03% | −294−1.4% | Reduced |
| Heritage Wealth Advisors | 20,198 | $773.4K | 0.04% | −43,130−68.1% | Reduced |
| Pacer Advisors, Inc. | 20,054 | $767.9K | 0.00% | −14,635−42.2% | Reduced |
| Lockheed Martin Investment Management Co | 18,690 | $757.7K | 0.05% | −5,200−21.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,290 | $739.0K | 0.08% | +18+0.1% | Added |
| UBS Oconnor LLC | 19,236 | $736.5K | 0.02% | −56,206−74.5% | Reduced |
| Securian Asset Management, Inc | 19,095 | $731.1K | 0.02% | −2,657−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,788 | $720.5K | 0.01% | −2,038−9.8% | Reduced |
| London Co of Virginia | 18,522 | $709.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18,531 | $708.0K | 0.01% | +1,851+11.1% | 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 |
| Fifth Third Bancorp | 18,105 | $693.2K | 0.00% | +3,613+24.9% | Added |
| Elequin Capital LP | 17,350 | $664.3K | 0.20% | +17,350 | New |
| Citadel Advisors LLC | 17,281 | $661.7K | 0.00% | −113,633−86.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,275 | $623.2K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,280 | $623.0K | 0.01% | +35+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 16,213 | $620.8K | 0.03% | +55+0.3% | Added |
| New Mexico Educational Retirement Board | 16,100 | $616.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 16,084 | $615.9K | 0.02% | +1,767+12.3% | Added |
| Horizon Family Wealth, Inc. | 16,038 | $614.1K | 0.52% | +211+1.3% | Added |
| Hazelview Securities Inc. | 17,130 | $609.3K | 0.11% | −3,650−17.6% | Reduced |
| Stifel Financial Corp | 15,662 | $599.7K | 0.00% | +507+3.3% | Added |
| Greenland Capital Management LP | 15,000 | $574.4K | 0.09% | −185,000−92.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,948 | $572.4K | 0.00% | −6,446−30.1% | Reduced |
| Everence Capital Management Inc | 14,880 | $570.0K | 0.04% | +6,280+73.0% | Added |
| HBK Sorce Advisory LLC | 14,567 | $557.8K | 0.02% | −1,856−11.3% | Reduced |
| Naviter Wealth, LLC | 13,877 | $531.4K | 0.11% | −2,057−12.9% | Reduced |
| Janney Montgomery Scott LLC | 13,828 | $529.0K | 0.00% | −112−0.8% | Reduced |
| Howland Capital Management LLC | 13,393 | $512.8K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 13,300 | $509.3K | 0.10% | +2,600+24.3% | Added |
| Partners in Financial Planning | 12,368 | $473.6K | 0.11% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 11,989 | $459.1K | 0.02% | −90,902−88.3% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $448.8K | 0.41% | 00.0% | Unchanged |
| Ethic Inc. | 11,587 | $443.7K | 0.01% | +4,483+63.1% | Added |
| Cetera Advisor Networks LLC | 11,344 | $434.4K | 0.00% | −2,457−17.8% | Reduced |
| Toroso Investments, LLC | 11,184 | $428.2K | 0.01% | −3,349−23.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,781 | $412.8K | 0.03% | −342−3.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,452 | $400.2K | 0.02% | −82−0.8% | Reduced |
| Bridgewater Associates, LP | 10,410 | $398.6K | 0.00% | +532+5.4% | Added |
| APG Asset Management N.V. | 11,379 | $394.4K | 0.00% | +3,120+37.8% | Added |
| Advisor Group Holdings, Inc. | 10,185 | $390.0K | 0.00% | +638+6.7% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $384.8K | 0.11% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,985 | $382.3K | 0.09% | +2,048+25.8% | Added |
| Moody National Bank Trust Division | 9,767 | $374.0K | 0.03% | −2,794−22.2% | Reduced |
| Jump Financial, LLC | 9,736 | $372.8K | 0.01% | +9,736 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,578 | $366.7K | 0.01% | +9+0.1% | Added |
| Cipher Capital LP | 9,529 | $364.9K | 0.12% | +9,529 | New |
| Degroof Petercam Asset Management | 9,200 | $352.3K | 0.00% | +9,200 | New |
| Thompson Siegel & Walmsley LLC | 9,193 | $352.0K | 0.01% | −44,690−82.9% | Reduced |
| Verition Fund Management LLC | 9,164 | $350.9K | 0.00% | −252,298−96.5% | Reduced |
| Systematic Portfolios LLC | 9,123 | $349.3K | 1.06% | +9,123 | New |
| Meiji Yasuda Life Insurance Co | 9,100 | $348.4K | 0.01% | +9,100 | New |
| Creative Planning | 8,580 | $328.5K | 0.00% | −898−9.5% | Reduced |
| Credit Agricole S A | 8,562 | $327.8K | 0.01% | +5,710+200.2% | Added |
| Engineers Gate Manager LP | 8,435 | $323.0K | 0.01% | −26,759−76.0% | Reduced |
| Squarepoint Ops LLC | 8,200 | $314.0K | 0.00% | −103,245−92.6% | Reduced |