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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 360 | $13.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 360 | $13.8K | 0.01% | +360 | New |
| Cullen/Frost Bankers, Inc. | 324 | $12.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 315 | $12.1K | 0.00% | −158−33.4% | Reduced |
| Huntington National Bank | 304 | $11.6K | 0.00% | −2−0.7% | Reduced |
| Crewe Advisors LLC | 253 | $9.69K | 0.00% | +253 | New |
| Manchester Capital Management LLC | 251 | $9.61K | 0.00% | +66+35.7% | Added |
| Central Trust Co | 250 | $9.57K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 246 | $9.00K | 0.00% | +15+6.5% | Added |
| Glassman Wealth Services | 222 | $8.50K | 0.00% | +60+37.0% | Added |
| Quent Capital, LLC | 221 | $8.46K | 0.00% | −102−31.6% | Reduced |
| Plato Investment Management Ltd | 220 | $8.42K | 0.01% | +220 | New |
| Glen Eagle Advisors, LLC | 216 | $8.27K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $8.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $7.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 177 | $6.79K | 0.01% | +2+1.1% | Added |
| HHM Wealth Advisors, LLC | 172 | $6.59K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $6.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $6.39K | 0.00% | +167 | New |
| Private Wealth Management Group, LLC | 153 | $5.86K | 0.00% | +153 | New |
| Parkside Financial Bank & Trust | 150 | $5.75K | 0.00% | −938−86.2% | Reduced |
| Concord Wealth Partners | 150 | $5.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 144 | $5.58K | 0.00% | +144 | New |
| Investors Research Corp | 130 | $4.98K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $4.25K | 0.00% | +111 | New |
| Psagot Value Holdings Ltd. / (Israel) | 99 | $4.00K | 0.00% | +91+1,137.5% | Added |
| Geneos Wealth Management Inc. | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $3.18K | 0.00% | −100−54.6% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 78 | $2.99K | 0.00% | +78 | New |
| Aspect Partners, LLC | 70 | $2.68K | 0.00% | +70 | New |
| Farther Finance Advisors, LLC | 63 | $2.41K | 0.00% | −4−6.0% | Reduced |
| Kozak & Associates, Inc. | 56 | $2.14K | 0.00% | +1+1.8% | Added |
| Raffa Wealth Management, LLC | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $1.61K | 0.00% | +16+61.5% | Added |
| Versant Capital Management, Inc | 41 | $1.57K | 0.00% | +29+241.7% | Added |
| Prestige Wealth Management Group LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $1.43K | 0.00% | +38 | New |
| Tidemark, LLC | 37 | $1.42K | 0.00% | +37 | New |
| TFC Financial Management | 36 | $1.38K | 0.00% | +36 | New |
| Zions Bancorporation, N.A. | 36 | $1.38K | 0.00% | −40−52.6% | Reduced |
| Gradient Investments LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $1.19K | 0.00% | +14+82.4% | Added |
| Assetmark, Inc | 29 | $1.11K | 0.00% | +29 | New |
| GW&K Investment Management, LLC | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| Abound Wealth Management | 23 | $888 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $805 | 0.00% | −10−32.3% | Reduced |
| Raleigh Capital Management Inc. | 20 | $766 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $749 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 16 | $613 | 0.00% | +16 | New |
| Sachetta, LLC | 15 | $575 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 14 | $537 | 0.00% | −51−78.5% | Reduced |
| Harbour Investments, Inc. | 10 | $383 | 0.00% | +10 | New |
| GWM Advisors LLC | 10 | $383 | 0.00% | +10 | New |
| West Paces Advisors Inc. | 10 | $383 | 0.00% | +10 | New |
| Colonial Trust Advisors | 8 | $306 | 0.00% | +4+100.0% | Added |
| Trust Co of Vermont | 6 | $230 | 0.00% | −35−85.4% | Reduced |
| Valued Wealth Advisors LLC | 4 | $143 | 0.00% | +4 | New |
| 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 |