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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 8,094 | $302.8K | 0.00% | +2,788+52.5% | Added |
| Finer Wealth Management, Inc. | 8,064 | $301.7K | 0.20% | 00.0% | Unchanged |
| Oak Thistle LLC | 8,047 | $301.0K | 0.27% | +8,047 | New |
| Magnetar Financial LLC | 8,047 | $301.0K | 0.01% | +8,047 | New |
| B. Metzler seel. Sohn & Co. AG | 7,725 | $289.0K | 0.00% | −8,550−52.5% | Reduced |
| Capital Management Corp | 7,506 | $280.8K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $279.8K | 0.01% | −4,510−37.6% | Reduced |
| Keybank National Association | 7,295 | $272.9K | 0.00% | −14−0.2% | Reduced |
| Neuberger Berman Group LLC | 7,104 | $265.8K | 0.00% | +672+10.4% | Added |
| NEOS Investment Management LLC | 7,027 | $262.9K | 0.02% | +7,027 | New |
| Chesapeake Wealth Management | 6,955 | $260.2K | 0.09% | −205−2.9% | Reduced |
| Wetherby Asset Management Inc | 6,846 | $256.1K | 0.01% | −220−3.1% | Reduced |
| Verus Financial Partners, Inc. | 6,744 | $252.3K | 0.03% | +28+0.4% | Added |
| Alberta Investment Management Corp | 6,700 | $250.6K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,660 | $249.2K | 0.00% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 6,409 | $239.8K | 0.16% | +484+8.2% | Added |
| Brown Advisory Inc | 6,368 | $238.2K | 0.00% | −1,400−18.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,235 | $233.2K | 0.00% | −333−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,154 | $230.2K | 0.00% | −101−1.6% | Reduced |
| Tiaa Trust, National Association | 6,035 | $225.8K | 0.00% | +20.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,015 | $225.0K | 0.00% | +759+14.4% | Added |
| Degroof Petercam Asset Management | 6,000 | $224.5K | 0.00% | −3,200−34.8% | Reduced |
| Exchange Traded Concepts, LLC | 5,996 | $224.3K | 0.01% | +264+4.6% | Added |
| AlTi Global, Inc. | 5,972 | $223.4K | 0.01% | +381+6.8% | Added |
| Walleye Capital LLC | 5,882 | $220.0K | 0.00% | +5,882 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $215.4K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,726 | $214.2K | 0.01% | +5,726 | New |
| Intech Investment Management LLC | 5,685 | $212.7K | 0.00% | +5,685 | New |
| Bridgewater Associates, LP | 5,668 | $212.0K | 0.00% | −4,742−45.6% | Reduced |
| Cipher Capital LP | 5,556 | $207.8K | 0.10% | −3,973−41.7% | Reduced |
| Pearl River Capital, LLC | 5,539 | $207.2K | 0.03% | +5,539 | New |
| Checchi Capital Advisers, LLC | 5,525 | $206.7K | 0.02% | −56−1.0% | Reduced |
| Cetera Trust Company, N.A | 5,525 | $206.7K | 0.12% | +3,125+130.2% | Added |
| Derbend Asset Management | 5,491 | $205.4K | 0.10% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,400 | $202.0K | 0.00% | +5,400 | New |
| Karpas Strategies, LLC | 5,356 | $200.4K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,098 | $190.7K | 0.04% | +7+0.1% | Added |
| V-Square Quantitative Management LLC | 5,032 | $188.2K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,741 | $175.4K | 0.00% | +33+0.7% | Added |
| US Bancorp | 4,587 | $171.6K | 0.00% | −2,105−31.5% | Reduced |
| CWM, LLC | 4,089 | $153.0K | 0.00% | +194+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,903 | $146.9K | 0.00% | +2,832+264.4% | Added |
| Ci Investments Inc. | 3,874 | $145.0K | 0.00% | +643+19.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,787 | $141.7K | 0.00% | −1,350−26.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,782 | $141.0K | 0.00% | +645+20.6% | Added |
| CIBC Private Wealth Group, LLC | 3,760 | $137.8K | 0.00% | +3,760 | New |
| Signaturefd, LLC | 3,619 | $135.4K | 0.00% | −3,685−50.5% | Reduced |
| Westpac Banking Corp | 3,468 | $129.7K | 0.01% | −12−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,363 | $125.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,336 | $125.0K | 0.08% | +515+18.3% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $121.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,236 | $121.1K | 0.00% | −6,949−68.2% | Reduced |
| Eagle Bay Advisors LLC | 3,150 | $117.8K | 0.07% | +218+7.4% | Added |
| Group One Trading, L.P. | 2,369 | $88.6K | 0.00% | +2,369 | New |
| Whittier Trust Co | 2,187 | $81.8K | 0.00% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 2,230 | $81.7K | 0.02% | −14,900−87.0% | Reduced |
| Sandy Spring Bank | 2,150 | $80.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,912 | $71.5K | 0.02% | +181+10.5% | Added |
| GHP Investment Advisors, Inc. | 1,905 | $71.3K | 0.00% | +1,905 | New |
| Northwestern Mutual Wealth Management Co | 1,830 | $68.5K | 0.00% | −3,074−62.7% | Reduced |
| Allworth Financial LP | 1,700 | $63.6K | 0.00% | −243−12.5% | Reduced |
| Quadrant Capital Group LLC | 1,581 | $59.1K | 0.00% | −88−5.3% | Reduced |
| Quarry LP | 1,580 | $59.1K | 0.02% | +843+114.4% | Added |
| Tobam | 1,535 | $57.0K | 0.01% | −6−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,435 | $53.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,337 | $50.0K | 0.01% | −676−33.6% | Reduced |
| Global Retirement Partners, LLC | 1,265 | $47.3K | 0.00% | +52+4.3% | Added |
| Wiser Advisor Group LLC | 1,239 | $46.4K | 0.07% | +13+1.1% | Added |
| Lindbrook Capital, LLC | 1,109 | $41.5K | 0.00% | +55+5.2% | Added |
| Private Trust Co NA | 1,086 | $40.6K | 0.00% | +19+1.8% | Added |
| Legend Financial Advisors, Inc. | 1,000 | $37.4K | 0.03% | −1,000−50.0% | Reduced |
| Meeder Asset Management Inc | 938 | $35.1K | 0.00% | −4,070−81.3% | Reduced |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.01% | −278−23.2% | Reduced |
| Parallel Advisors, LLC | 840 | $31.4K | 0.00% | +312+59.1% | Added |
| Principal Securities, Inc. | 782 | $29.3K | 0.00% | +92+13.3% | Added |
| Huntington National Bank | 758 | $28.4K | 0.00% | +454+149.3% | Added |
| M&R Capital Management Inc | 691 | $25.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 656 | $24.5K | 0.01% | +61+10.3% | Added |
| Webster Bank, N. A. | 648 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 611 | $22.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 605 | $22.6K | 0.00% | +50+9.0% | Added |
| NBC Securities, Inc. | 589 | $22.0K | 0.00% | +97+19.7% | Added |
| Duncker Streett & Co Inc | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 460 | $17.2K | 0.00% | −20−4.2% | Reduced |
| Acima Private Wealth, LLC | 455 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $16.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 437 | $16.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $16.2K | 0.00% | −540−55.6% | Reduced |
| First Manhattan Co | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 384 | $14.4K | 0.00% | +163+73.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $14.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $13.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $13.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 348 | $13.0K | 0.00% | +33+10.5% | Added |
| Smartleaf Asset Management LLC | 341 | $12.6K | 0.00% | +197+136.8% | Added |
| Mather Group, LLC. | 281 | $10.8K | 0.00% | +281 | New |
| Manchester Capital Management LLC | 254 | $9.50K | 0.00% | +3+1.2% | Added |
| Crewe Advisors LLC | 253 | $9.46K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $9.35K | 0.00% | 00.0% | Unchanged |