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, Q2 2024
Institutional positions in UDR, Inc. as of Jun 30, 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
- 481
- +34 vs. Q1 2024
- Shares held
- 323.1M
- −2.84M (−0.9%) vs. Q1 2024
- Total value
- $13.3B
- +$1.09B (+9.0%) vs. Q1 2024
- New holders
- 72
- 182 more added
- Sold out
- 38
- 157 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 201,490 | $0 | 0.00% | −140−0.1% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Proequities, Inc. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $82 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 4 | $165 | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 4 | $165 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5 | $206 | 0.00% | +5 | New |
| South State Corp. | 8 | $329 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 10 | $412 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $412 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 14 | $577 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $658 | 0.00% | −27−62.8% | Reduced |
| Continuum Advisory, LLC | 17 | $700 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $823 | 0.00% | −26−56.5% | Reduced |
| Abound Wealth Management | 23 | $955 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $989 | 0.00% | +1+4.3% | Added |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +5+29.4% | Added |
| Fairway Wealth LLC | 25 | $1.03K | 0.00% | +25 | New |
| Unique Wealth Strategies, LLC | 30 | $1.12K | 0.00% | +30 | New |
| MCF Advisors LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $1.48K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.60K | 0.00% | +3+8.3% | Added |
| Prestige Wealth Management Group LLC | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $1.77K | 0.00% | +8+22.9% | Added |
| Fortitude Family Office, LLC | 45 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $2.00K | 0.00% | +7+15.9% | Added |
| GW&K Investment Management, LLC | 42 | $2.00K | 0.00% | +11+35.5% | Added |
| Salem Investment Counselors Inc | 49 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 57 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $2.50K | 0.00% | +46+306.7% | Added |
| Raleigh Capital Management Inc. | 65 | $2.67K | 0.00% | +20+44.4% | Added |
| Kessler Investment Group, LLC | 68 | $2.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $3.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $3.33K | 0.00% | +45+125.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $3.87K | 0.00% | +11+13.3% | Added |
| IFP Advisors, Inc | 95 | $3.91K | 0.00% | +72+313.0% | Added |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | +30+42.9% | Added |
| Geneos Wealth Management Inc. | 100 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $4.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $4.65K | 0.00% | +50+79.4% | Added |
| Elequin Capital LP | 114 | $4.69K | 0.00% | +114 | New |
| Investors Research Corp | 130 | $5.35K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 132 | $5.43K | 0.00% | +132 | New |
| Parkside Financial Bank & Trust | 152 | $6.26K | 0.00% | −22−12.6% | Reduced |
| Private Wealth Management Group, LLC | 153 | $6.30K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 157 | $6.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 181 | $7.47K | 0.01% | +2+1.1% | Added |
| EverSource Wealth Advisors, LLC | 192 | $7.69K | 0.00% | +20+11.6% | Added |
| Farmers & Merchants Investments Inc | 191 | $7.86K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 197 | $8.11K | 0.00% | −741−79.0% | Reduced |
| DT Investment Partners, LLC | 224 | $9.22K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 228 | $9.38K | 0.00% | +228 | New |
| Central Trust Co | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 253 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 308 | $12.6K | 0.00% | −33−9.7% | Reduced |
| Atlantic Trust, LLC | 306 | $12.6K | 0.00% | −1,031−77.1% | Reduced |
| NBC Securities, Inc. | 335 | $13.0K | 0.00% | −254−43.1% | Reduced |
| Manchester Capital Management LLC | 317 | $13.0K | 0.00% | +63+24.8% | Added |
| Annapolis Financial Services, LLC | 360 | $14.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $15.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $15.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 423 | $17.4K | 0.00% | +333+370.0% | Added |
| Salomon & Ludwin, LLC | 432 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $18.1K | 0.00% | +55+14.3% | Added |
| Gold Investment Management Ltd. | 445 | $18.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 450 | $18.5K | 0.00% | +102+29.3% | Added |
| Acima Private Wealth, LLC | 455 | $18.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 473 | $19.5K | 0.00% | +13+2.8% | Added |
| Duncker Streett & Co Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 535 | $22.0K | 0.00% | −900−62.7% | Reduced |
| Mather Group, LLC. | 631 | $23.6K | 0.00% | +350+124.6% | Added |
| Cromwell Holdings LLC | 608 | $25.0K | 0.01% | +608 | New |
| Bank of New Hampshire | 611 | $25.1K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 633 | $26.0K | 0.01% | +633 | New |
| Webster Bank, N. A. | 648 | $26.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 651 | $26.8K | 0.00% | +651 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 683 | $28.1K | 0.01% | +27+4.1% | Added |
| M&R Capital Management Inc | 691 | $28.4K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 750 | $30.9K | 0.00% | +750 | New |
| Umb Bank N A | 794 | $32.7K | 0.00% | +794 | New |
| Catalyst Funds Management Pty Ltd | 800 | $32.9K | 0.01% | +800 | New |
| TD Private Client Wealth LLC | 808 | $33.2K | 0.00% | +371+84.9% | Added |
| Exchange Traded Concepts, LLC | 834 | $34.3K | 0.00% | −5,162−86.1% | Reduced |
| Rothschild Investment LLC | 850 | $35.0K | 0.00% | +245+40.5% | Added |
| Huntington National Bank | 878 | $36.1K | 0.00% | +120+15.8% | Added |
| Principal Securities, Inc. | 879 | $36.2K | 0.00% | +97+12.4% | Added |
| Quest Partners LLC | 911 | $37.5K | 0.01% | +911 | New |
| Hanson & Doremus Investment Management | 918 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,040 | $38.9K | 0.00% | +947+1,018.3% | Added |
| Parallel Advisors, LLC | 951 | $39.1K | 0.00% | +111+13.2% | Added |
| International Assets Investment Management, LLC | 975 | $40.1K | 0.00% | +975 | New |
| Legend Financial Advisors, Inc. | 1,000 | $41.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 1,020 | $42.0K | 0.02% | −560−35.4% | Reduced |
| Private Trust Co NA | 1,099 | $45.2K | 0.00% | +13+1.2% | Added |