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, Q1 2024
Institutional positions in UDR, Inc. as of Mar 31, 2024. 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
- 453
- −6 vs. Q4 2023
- Shares held
- 326.6M
- +5.60M (+1.7%) vs. Q4 2023
- Total value
- $12.2B
- −$80.9M (−0.7%) vs. Q4 2023
- New holders
- 48
- 179 more added
- Sold out
- 54
- 155 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 2 | $74 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $113 | 0.00% | −13−81.3% | Reduced |
| Valued Wealth Advisors LLC | 4 | $150 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $187 | 0.00% | +5 | New |
| Colonial Trust Advisors | 8 | $299 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $374 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $378 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $431 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 14 | $524 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $575 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $636 | 0.00% | +17 | New |
| Continuum Advisory, LLC | 17 | $664 | 0.00% | +17 | New |
| IFP Advisors, Inc | 23 | $860 | 0.00% | +23 | New |
| Abound Wealth Management | 23 | $868 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $877 | 0.00% | +3+15.0% | Added |
| GW&K Investment Management, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| MCF Advisors LLC | 28 | $1.05K | 0.00% | +7+33.3% | Added |
| Harbour Investments, Inc. | 35 | $1.31K | 0.00% | +25+250.0% | Added |
| Versant Capital Management, Inc | 36 | $1.35K | 0.00% | −5−12.2% | Reduced |
| TFC Financial Management | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $1.50K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 43 | $1.61K | 0.00% | +43 | New |
| Fortitude Family Office, LLC | 45 | $1.68K | 0.00% | −122−73.1% | Reduced |
| Raleigh Capital Management Inc. | 45 | $1.68K | 0.00% | +25+125.0% | Added |
| Spire Wealth Management | 46 | $1.72K | 0.00% | +8+21.1% | Added |
| Salem Investment Counselors Inc | 49 | $1.83K | 0.00% | +49 | New |
| Cape Investment Advisory, Inc. | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $2.00K | 0.00% | −176−71.5% | Reduced |
| Financial Management Professionals, Inc. | 44 | $2.00K | 0.00% | −41−48.2% | Reduced |
| Kozak & Associates, Inc. | 57 | $2.25K | 0.00% | +1+1.8% | Added |
| AdvisorNet Financial, Inc | 63 | $2.36K | 0.00% | −306−82.9% | Reduced |
| Kessler Investment Group, LLC | 68 | $2.54K | 0.00% | +68 | New |
| Aspect Partners, LLC | 74 | $2.77K | 0.00% | +4+5.7% | Added |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $3.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $3.30K | 0.00% | +27+42.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $3.48K | 0.00% | −410−81.5% | Reduced |
| Geneos Wealth Management Inc. | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $4.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $4.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $5.05K | 0.00% | +135 | New |
| Private Wealth Management Group, LLC | 153 | $5.72K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 157 | $5.87K | 0.00% | +157 | New |
| Parkside Financial Bank & Trust | 174 | $6.51K | 0.00% | +24+16.0% | Added |
| EverSource Wealth Advisors, LLC | 172 | $6.55K | 0.00% | +130+309.5% | Added |
| Wolff Wiese Magana LLC | 179 | $6.71K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 191 | $7.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $8.08K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $8.38K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $9.35K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 253 | $9.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 254 | $9.50K | 0.00% | +3+1.2% | Added |
| Mather Group, LLC. | 281 | $10.8K | 0.00% | +281 | New |
| Smartleaf Asset Management LLC | 341 | $12.6K | 0.00% | +197+136.8% | Added |
| Massmutual Trust Co FSB | 348 | $13.0K | 0.00% | +33+10.5% | Added |
| Annapolis Financial Services, LLC | 360 | $13.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $13.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $14.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 384 | $14.4K | 0.00% | +163+73.8% | Added |
| First Manhattan Co | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $16.2K | 0.00% | −540−55.6% | Reduced |
| TD Private Client Wealth LLC | 437 | $16.3K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $16.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $17.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 460 | $17.2K | 0.00% | −20−4.2% | Reduced |
| Duncker Streett & Co Inc | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 589 | $22.0K | 0.00% | +97+19.7% | Added |
| Rothschild Investment LLC | 605 | $22.6K | 0.00% | +50+9.0% | Added |
| Bank of New Hampshire | 611 | $22.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 648 | $24.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 656 | $24.5K | 0.01% | +61+10.3% | Added |
| M&R Capital Management Inc | 691 | $25.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 758 | $28.4K | 0.00% | +454+149.3% | Added |
| Principal Securities, Inc. | 782 | $29.3K | 0.00% | +92+13.3% | Added |
| Parallel Advisors, LLC | 840 | $31.4K | 0.00% | +312+59.1% | Added |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.01% | −278−23.2% | Reduced |
| Meeder Asset Management Inc | 938 | $35.1K | 0.00% | −4,070−81.3% | Reduced |
| Legend Financial Advisors, Inc. | 1,000 | $37.4K | 0.03% | −1,000−50.0% | Reduced |
| Private Trust Co NA | 1,086 | $40.6K | 0.00% | +19+1.8% | Added |
| Lindbrook Capital, LLC | 1,109 | $41.5K | 0.00% | +55+5.2% | Added |
| Wiser Advisor Group LLC | 1,239 | $46.4K | 0.07% | +13+1.1% | Added |
| Global Retirement Partners, LLC | 1,265 | $47.3K | 0.00% | +52+4.3% | Added |
| Atlantic Trust, LLC | 1,337 | $50.0K | 0.01% | −676−33.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,435 | $53.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,535 | $57.0K | 0.01% | −6−0.4% | Reduced |
| Quarry LP | 1,580 | $59.1K | 0.02% | +843+114.4% | Added |
| Quadrant Capital Group LLC | 1,581 | $59.1K | 0.00% | −88−5.3% | Reduced |
| Allworth Financial LP | 1,700 | $63.6K | 0.00% | −243−12.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,830 | $68.5K | 0.00% | −3,074−62.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,905 | $71.3K | 0.00% | +1,905 | New |
| Addison Advisors LLC | 1,912 | $71.5K | 0.02% | +181+10.5% | Added |
| Sandy Spring Bank | 2,150 | $80.4K | 0.00% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 2,230 | $81.7K | 0.02% | −14,900−87.0% | Reduced |
| Whittier Trust Co | 2,187 | $81.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,369 | $88.6K | 0.00% | +2,369 | New |