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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 224 | $8.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 216 | $8.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $7.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 179 | $6.71K | 0.01% | +2+1.1% | Added |
| EverSource Wealth Advisors, LLC | 172 | $6.55K | 0.00% | +130+309.5% | Added |
| Parkside Financial Bank & Trust | 174 | $6.51K | 0.00% | +24+16.0% | Added |
| Opal Wealth Advisors, LLC | 157 | $5.87K | 0.00% | +157 | New |
| Private Wealth Management Group, LLC | 153 | $5.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $5.05K | 0.00% | +135 | New |
| Investors Research Corp | 130 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $4.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $3.48K | 0.00% | −410−81.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $3.30K | 0.00% | +27+42.9% | Added |
| MV Capital Management, Inc. | 83 | $3.11K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $2.77K | 0.00% | +4+5.7% | Added |
| Kessler Investment Group, LLC | 68 | $2.54K | 0.00% | +68 | New |
| AdvisorNet Financial, Inc | 63 | $2.36K | 0.00% | −306−82.9% | Reduced |
| Kozak & Associates, Inc. | 57 | $2.25K | 0.00% | +1+1.8% | Added |
| 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 |
| Raffa Wealth Management, LLC | 52 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $1.83K | 0.00% | +49 | New |
| Spire Wealth Management | 46 | $1.72K | 0.00% | +8+21.1% | Added |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 43 | $1.61K | 0.00% | +43 | New |
| Prestige Wealth Management Group LLC | 40 | $1.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 35 | $1.31K | 0.00% | +25+250.0% | Added |
| MCF Advisors LLC | 28 | $1.05K | 0.00% | +7+33.3% | 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 |
| Dunhill Financial, LLC | 23 | $877 | 0.00% | +3+15.0% | Added |
| Abound Wealth Management | 23 | $868 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 23 | $860 | 0.00% | +23 | New |
| Continuum Advisory, LLC | 17 | $664 | 0.00% | +17 | New |
| Anchor Investment Management, LLC | 17 | $636 | 0.00% | +17 | New |
| Sachetta, LLC | 15 | $575 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $524 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $431 | 0.00% | +11 | New |
| GWM Advisors LLC | 10 | $378 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $299 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $187 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $150 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $113 | 0.00% | −13−81.3% | Reduced |
| Proequities, Inc. | 2 | $74 | 0.00% | +2 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −1,761,750−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −1,591,847−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −1,248,995−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −914,248−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −318,160−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −294,331−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −227,412−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −148,476−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −101,482−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −94,582−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −53,726−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −47,216−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −36,574−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −33,831−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −19,236−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −17,350−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −13,877−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −11,587−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,344−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −9,123−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −7,297−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −5,827−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,578−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,390−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −150−100.0% | Sold out |