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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 3,150 | $117.8K | 0.07% | +218+7.4% | Added |
| Advisor Group Holdings, Inc. | 3,236 | $121.1K | 0.00% | −6,949−68.2% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $121.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,336 | $125.0K | 0.08% | +515+18.3% | Added |
| Ameritas Investment Partners, Inc. | 3,363 | $125.8K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,468 | $129.7K | 0.01% | −12−0.3% | Reduced |
| Signaturefd, LLC | 3,619 | $135.4K | 0.00% | −3,685−50.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,760 | $137.8K | 0.00% | +3,760 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,782 | $141.0K | 0.00% | +645+20.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,787 | $141.7K | 0.00% | −1,350−26.3% | Reduced |
| Ci Investments Inc. | 3,874 | $145.0K | 0.00% | +643+19.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,903 | $146.9K | 0.00% | +2,832+264.4% | Added |
| CWM, LLC | 4,089 | $153.0K | 0.00% | +194+5.0% | Added |
| US Bancorp | 4,587 | $171.6K | 0.00% | −2,105−31.5% | Reduced |
| Horizon Investments, LLC | 4,741 | $175.4K | 0.00% | +33+0.7% | Added |
| V-Square Quantitative Management LLC | 5,032 | $188.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,098 | $190.7K | 0.04% | +7+0.1% | Added |
| Karpas Strategies, LLC | 5,356 | $200.4K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,400 | $202.0K | 0.00% | +5,400 | New |
| Derbend Asset Management | 5,491 | $205.4K | 0.10% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,525 | $206.7K | 0.12% | +3,125+130.2% | Added |
| Checchi Capital Advisers, LLC | 5,525 | $206.7K | 0.02% | −56−1.0% | Reduced |
| Pearl River Capital, LLC | 5,539 | $207.2K | 0.03% | +5,539 | New |
| Cipher Capital LP | 5,556 | $207.8K | 0.10% | −3,973−41.7% | Reduced |
| Bridgewater Associates, LP | 5,668 | $212.0K | 0.00% | −4,742−45.6% | Reduced |
| Intech Investment Management LLC | 5,685 | $212.7K | 0.00% | +5,685 | New |
| Prelude Capital Management, LLC | 5,726 | $214.2K | 0.01% | +5,726 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $215.4K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,882 | $220.0K | 0.00% | +5,882 | New |
| AlTi Global, Inc. | 5,972 | $223.4K | 0.01% | +381+6.8% | Added |
| Exchange Traded Concepts, LLC | 5,996 | $224.3K | 0.01% | +264+4.6% | Added |
| Degroof Petercam Asset Management | 6,000 | $224.5K | 0.00% | −3,200−34.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,015 | $225.0K | 0.00% | +759+14.4% | Added |
| Tiaa Trust, National Association | 6,035 | $225.8K | 0.00% | +20.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,154 | $230.2K | 0.00% | −101−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,235 | $233.2K | 0.00% | −333−5.1% | Reduced |
| Brown Advisory Inc | 6,368 | $238.2K | 0.00% | −1,400−18.0% | Reduced |
| Integrity Wealth Solutions LLC | 6,409 | $239.8K | 0.16% | +484+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 6,660 | $249.2K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 6,700 | $250.6K | 0.00% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 6,744 | $252.3K | 0.03% | +28+0.4% | Added |
| Wetherby Asset Management Inc | 6,846 | $256.1K | 0.01% | −220−3.1% | Reduced |
| Chesapeake Wealth Management | 6,955 | $260.2K | 0.09% | −205−2.9% | Reduced |
| NEOS Investment Management LLC | 7,027 | $262.9K | 0.02% | +7,027 | New |
| Neuberger Berman Group LLC | 7,104 | $265.8K | 0.00% | +672+10.4% | Added |
| Keybank National Association | 7,295 | $272.9K | 0.00% | −14−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $279.8K | 0.01% | −4,510−37.6% | Reduced |
| Capital Management Corp | 7,506 | $280.8K | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,725 | $289.0K | 0.00% | −8,550−52.5% | Reduced |
| Magnetar Financial LLC | 8,047 | $301.0K | 0.01% | +8,047 | New |
| Oak Thistle LLC | 8,047 | $301.0K | 0.27% | +8,047 | New |
| Finer Wealth Management, Inc. | 8,064 | $301.7K | 0.20% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,094 | $302.8K | 0.00% | +2,788+52.5% | Added |
| Rakuten Investment Management, Inc. | 8,223 | $307.6K | 0.00% | +7,467+987.7% | Added |
| Wealthfront Advisers LLC | 8,341 | $312.0K | 0.00% | +1,206+16.9% | Added |
| Thompson Siegel & Walmsley LLC | 9,193 | $344.0K | 0.01% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 9,377 | $350.8K | 0.20% | +1,820+24.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,602 | $359.2K | 0.01% | +24+0.3% | Added |
| Moody National Bank Trust Division | 9,767 | $365.4K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,986 | $373.6K | 0.03% | −795−7.4% | Reduced |
| Longfellow Investment Management Co LLC | 10,016 | $374.7K | 0.08% | +31+0.3% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $376.0K | 0.10% | 00.0% | Unchanged |
| APG Asset Management N.V. | 10,879 | $376.8K | 0.00% | −500−4.4% | Reduced |
| Two Sigma Securities, LLC | 10,219 | $382.3K | 0.02% | +10,219 | New |
| Machina Capital S.A.S. | 10,536 | $394.2K | 0.21% | +10,536 | New |
| Tudor Investment Corp Et Al | 10,700 | $400.3K | 0.00% | +10,700 | New |
| Tower Research Capital LLC (TRC) | 10,745 | $402.0K | 0.01% | −32,256−75.0% | Reduced |
| Duality Advisers, LP | 10,832 | $405.2K | 0.04% | +10,832 | New |
| Tokio Marine Asset Management Co Ltd | 11,218 | $419.7K | 0.02% | +766+7.3% | Added |
| HBK Sorce Advisory LLC | 11,301 | $422.8K | 0.01% | −3,266−22.4% | Reduced |
| Harvest Portfolios Group Inc. | 11,528 | $431.3K | 0.02% | +11,528 | New |
| Hummer Financial Advisory Services Inc | 12,057 | $451.1K | 0.37% | +335+2.9% | Added |
| Virtu Financial LLC | 12,251 | $458.0K | 0.03% | +12,251 | New |
| Partners in Financial Planning | 12,368 | $462.7K | 0.10% | 00.0% | Unchanged |
| Howland Capital Management LLC | 12,455 | $465.9K | 0.02% | −938−7.0% | Reduced |
| Creative Planning | 13,551 | $506.9K | 0.00% | +4,971+57.9% | Added |
| Jump Financial, LLC | 14,021 | $524.5K | 0.01% | +4,285+44.0% | Added |
| Janney Montgomery Scott LLC | 14,060 | $526.0K | 0.00% | +232+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 14,381 | $538.0K | 0.00% | −567−3.8% | Reduced |
| Venturi Wealth Management, LLC | 14,662 | $548.5K | 0.04% | −10,325−41.3% | Reduced |
| Everence Capital Management Inc | 14,880 | $557.0K | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,200 | $569.0K | 0.02% | −900−5.6% | Reduced |
| Lockheed Martin Investment Management Co | 14,390 | $575.6K | 0.04% | −4,300−23.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,153 | $604.3K | 0.03% | −60−0.4% | Reduced |
| Horizon Family Wealth, Inc. | 16,220 | $606.8K | 0.47% | +182+1.1% | Added |
| Crossmark Global Holdings, Inc. | 16,260 | $608.0K | 0.01% | −20−0.1% | Reduced |
| Stifel Financial Corp | 16,957 | $634.4K | 0.00% | +1,295+8.3% | Added |
| Penserra Capital Management LLC | 17,161 | $641.0K | 0.01% | −1,370−7.4% | Reduced |
| London Co of Virginia | 17,140 | $641.2K | 0.00% | −1,382−7.5% | Reduced |
| Credit Agricole S A | 18,383 | $657.7K | 0.01% | +9,821+114.7% | Added |
| Louisiana State Employees Retirement System | 17,600 | $658.4K | 0.01% | −700−3.8% | Reduced |
| Securian Asset Management, Inc | 17,784 | $665.3K | 0.02% | −1,311−6.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,881 | $668.9K | 0.08% | −4,709−20.8% | Reduced |
| Inspire Trust Co, N.A. | 17,915 | $670.2K | 0.37% | +12,415+225.7% | Added |
| Fifth Third Bancorp | 18,974 | $709.8K | 0.00% | +869+4.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,290 | $722.0K | 0.07% | 00.0% | Unchanged |
| Hartford Investment Management Co | 19,467 | $728.3K | 0.03% | −849−4.2% | Reduced |
| Cetera Investment Advisers | 19,811 | $741.1K | 0.00% | +13,418+209.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,869 | $743.3K | 0.02% | −100,404−83.5% | Reduced |
| Heritage Wealth Advisors | 20,237 | $757.1K | 0.03% | +39+0.2% | Added |