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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 8,064 | $308.8K | 0.23% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 7,838 | $300.1K | 0.03% | +7,838 | New |
| FJ Investments, LLC | 7,800 | $298.7K | 0.01% | +7,800 | New |
| Brown Advisory Inc | 7,768 | $297.4K | 0.00% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 7,557 | $289.4K | 0.18% | +1,731+29.7% | Added |
| Capital Management Corp | 7,506 | $287.4K | 0.06% | 00.0% | Unchanged |
| Vanderbilt University | 7,470 | $286.0K | 0.07% | +717+10.6% | Added |
| Keybank National Association | 7,309 | $279.9K | 0.00% | −118−1.6% | Reduced |
| Signaturefd, LLC | 7,304 | $279.7K | 0.01% | −1,041−12.5% | Reduced |
| Investment Management Corp of Ontario | 7,297 | $279.4K | 0.01% | +7,297 | New |
| Chesapeake Wealth Management | 7,160 | $274.2K | 0.11% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,135 | $273.2K | 0.00% | +9+0.1% | Added |
| Wetherby Asset Management Inc | 7,066 | $270.6K | 0.01% | +697+10.9% | Added |
| GTS Securities LLC | 6,987 | $267.5K | 0.01% | +6,987 | New |
| Alberta Investment Management Corp | 6,700 | $256.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,692 | $256.2K | 0.00% | −1,992−22.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,660 | $255.0K | 0.00% | +4,218+172.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,568 | $251.5K | 0.00% | −157−2.3% | Reduced |
| Verus Financial Partners, Inc. | 6,716 | $246.4K | 0.03% | −557−7.7% | Reduced |
| Neuberger Berman Group LLC | 6,432 | $246.3K | 0.00% | −4,024−38.5% | Reduced |
| Cetera Investment Advisers | 6,393 | $244.8K | 0.00% | −561−8.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,255 | $239.5K | 0.00% | +6,255 | New |
| Eisler Capital (UK) Ltd. | 6,122 | $234.4K | 0.02% | +6,122 | New |
| Tiaa Trust, National Association | 6,033 | $231.0K | 0.00% | −30.0% | Reduced |
| Michael B. Yongue | 6,000 | $229.7K | 0.21% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 5,925 | $226.9K | 0.16% | +5,925 | New |
| HRT Financial LP | 5,881 | $225.0K | 0.00% | −65,971−91.8% | Reduced |
| Schnieders Capital Management LLC | 5,827 | $223.1K | 0.05% | +5,827 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $220.5K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,732 | $219.5K | 0.01% | −570−9.0% | Reduced |
| Trust Co of Virginia | 5,665 | $216.9K | 0.02% | +50+0.9% | Added |
| Vinva Investment Management Ltd | 5,578 | $216.3K | 0.02% | −3,058−35.4% | Reduced |
| AlTi Global, Inc. | 5,591 | $214.1K | 0.01% | +5,591 | New |
| Checchi Capital Advisers, LLC | 5,581 | $213.7K | 0.02% | +5,581 | New |
| Inspire Trust Co, N.A. | 5,500 | $210.6K | 0.22% | +5,500 | New |
| Derbend Asset Management | 5,491 | $210.2K | 0.12% | +5,491 | New |
| Mercer Global Advisors Inc | 5,412 | $207.0K | 0.00% | −1,073−16.5% | Reduced |
| Profund Advisors LLC | 5,390 | $206.4K | 0.01% | +5,390 | New |
| Karpas Strategies, LLC | 5,356 | $205.1K | 0.07% | +5,356 | New |
| CI Private Wealth, LLC | 5,306 | $203.2K | 0.00% | −571−9.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,256 | $201.3K | 0.00% | −409−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,137 | $196.7K | 0.00% | −325−6.0% | Reduced |
| V-Square Quantitative Management LLC | 5,032 | $192.7K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,008 | $191.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,904 | $187.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,091 | $183.4K | 0.05% | +5,091 | New |
| Horizon Investments, LLC | 4,708 | $178.3K | 0.00% | +166+3.7% | Added |
| CWM, LLC | 3,895 | $149.0K | 0.00% | −1,032−20.9% | Reduced |
| Advisory Services Network, LLC | 3,592 | $137.5K | 0.00% | +3,592 | New |
| Westpac Banking Corp | 3,480 | $133.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,363 | $128.8K | 0.00% | −395−10.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $124.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,231 | $124.0K | 0.00% | +632+24.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,137 | $120.0K | 0.00% | −120−3.7% | Reduced |
| Eagle Bay Advisors LLC | 2,932 | $112.3K | 0.07% | −3,384−53.6% | Reduced |
| Covestor Ltd | 2,821 | $108.0K | 0.07% | +1,330+89.2% | Added |
| Atlas Capital Advisors LLC | 2,622 | $100.4K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,400 | $91.9K | 0.06% | +2,400 | New |
| Desjardins Global Asset Management Inc. | 2,188 | $83.8K | 0.01% | +28+1.3% | Added |
| Whittier Trust Co | 2,187 | $83.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $82.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,030 | $77.7K | 0.00% | −2,506−55.2% | Reduced |
| Atlantic Trust, LLC | 2,013 | $77.1K | 0.02% | −364−15.3% | Reduced |
| Legend Financial Advisors, Inc. | 2,000 | $76.6K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $76.6K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,943 | $74.4K | 0.00% | +325+20.1% | Added |
| Addison Advisors LLC | 1,731 | $66.3K | 0.03% | +600+53.1% | Added |
| Quadrant Capital Group LLC | 1,669 | $63.9K | 0.01% | −977−36.9% | Reduced |
| Bessemer Group Inc | 1,592 | $61.0K | 0.00% | +1,065+202.1% | Added |
| Tobam | 1,541 | $59.0K | 0.01% | −10−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,435 | $54.9K | 0.01% | +669+87.3% | Added |
| Wiser Advisor Group LLC | 1,226 | $46.9K | 0.08% | +1,226 | New |
| Global Retirement Partners, LLC | 1,213 | $46.5K | 0.00% | −1−0.1% | Reduced |
| Hanson & Doremus Investment Management | 1,196 | $46.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,071 | $41.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,067 | $40.9K | 0.00% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,054 | $40.4K | 0.00% | +199+23.3% | Added |
| Salomon & Ludwin, LLC | 972 | $34.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 756 | $29.3K | 0.00% | +756 | New |
| Quarry LP | 737 | $28.2K | 0.01% | −280−27.5% | Reduced |
| Quest Partners LLC | 704 | $27.0K | 0.01% | +704 | New |
| M&R Capital Management Inc | 691 | $26.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 690 | $26.4K | 0.00% | +690 | New |
| Webster Bank, N. A. | 648 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 611 | $23.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 595 | $22.8K | 0.01% | +55+10.2% | Added |
| Rothschild Investment LLC | 555 | $21.3K | 0.00% | +555 | New |
| Parallel Advisors, LLC | 528 | $20.2K | 0.00% | −278−34.5% | Reduced |
| Duncker Streett & Co Inc | 500 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $19.1K | 0.00% | +500 | New |
| CVA Family Office, LLC | 480 | $18.4K | 0.00% | +480 | New |
| NBC Securities, Inc. | 492 | $18.0K | 0.00% | −43−8.0% | Reduced |
| Ronald Blue Trust, Inc. | 503 | $18.0K | 0.00% | +310+160.6% | Added |
| Acima Private Wealth, LLC | 455 | $17.4K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $17.0K | 0.01% | +445 | New |
| TD Private Client Wealth LLC | 437 | $16.7K | 0.00% | +44+11.2% | Added |
| First Manhattan Co | 400 | $15.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $14.6K | 0.01% | +380 | New |
| Main Street Group, LTD | 378 | $14.5K | 0.01% | +378 | New |
| AdvisorNet Financial, Inc | 369 | $14.1K | 0.00% | +41+12.5% | Added |