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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,107 | $45.6K | 0.00% | +1,096+9,963.6% | Added |
| Wiser Advisor Group LLC | 1,254 | $51.6K | 0.08% | +15+1.2% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $53.3K | 0.01% | +1,080+500.0% | Added |
| Global Retirement Partners, LLC | 1,301 | $53.5K | 0.00% | +36+2.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,304 | $53.7K | 0.01% | +1,304 | New |
| Tobam | 1,394 | $57.0K | 0.01% | −141−9.2% | Reduced |
| Lindbrook Capital, LLC | 1,436 | $59.1K | 0.01% | +327+29.5% | Added |
| Quadrant Capital Group LLC | 1,573 | $64.7K | 0.00% | −8−0.5% | Reduced |
| Allworth Financial LP | 1,722 | $71.5K | 0.00% | +22+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,781 | $73.3K | 0.00% | −2,122−54.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,822 | $75.0K | 0.00% | −8−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,905 | $78.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,102 | $86.5K | 0.03% | +190+9.9% | Added |
| Eagle Bay Advisors LLC | 2,149 | $88.4K | 0.05% | −1,001−31.8% | Reduced |
| Sandy Spring Bank | 2,150 | $88.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $90.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,202 | $91.0K | 0.01% | +2,202 | New |
| Atlas Capital Advisors LLC | 2,622 | $107.9K | 0.01% | +2,622 | New |
| Y.D. More Investments Ltd | 2,658 | $109.4K | 0.01% | +2,658 | New |
| Covestor Ltd | 3,103 | $128.0K | 0.08% | −233−7.0% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $133.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,363 | $138.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,455 | $142.0K | 0.00% | −634−15.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,755 | $153.3K | 0.00% | −5−0.1% | Reduced |
| Signaturefd, LLC | 3,742 | $154.0K | 0.00% | +123+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,801 | $156.4K | 0.00% | +14+0.4% | Added |
| Acadian Asset Management LLC | 4,140 | $170.0K | 0.00% | +4,140 | New |
| Ci Investments Inc. | 4,185 | $172.0K | 0.00% | +311+8.0% | Added |
| Advisor Group Holdings, Inc. | 4,708 | $193.8K | 0.00% | +1,472+45.5% | Added |
| AlphaStar Capital Management, LLC | 4,862 | $200.1K | 0.02% | +4,862 | New |
| Empowered Funds, LLC | 4,896 | $201.5K | 0.00% | +4,896 | New |
| Tower Bridge Advisors | 5,100 | $209.9K | 0.02% | +5,100 | New |
| Leavell Investment Management, Inc. | 5,132 | $211.0K | 0.01% | +5,132 | New |
| Trust Co of Virginia | 5,165 | $212.5K | 0.02% | +5,165 | New |
| Walleye Trading LLC | 5,169 | $212.7K | 0.00% | −39,605−88.5% | Reduced |
| RMR Capital Management, LLC | 5,171 | $212.8K | 0.19% | +5,171 | New |
| Capstone Investment Advisors, LLC | 5,216 | $214.6K | 0.00% | −184−3.4% | Reduced |
| Prudential PLC | 5,241 | $215.7K | 0.00% | +5,241 | New |
| Vestcor Inc | 5,309 | $218.0K | 0.01% | −135,726−96.2% | Reduced |
| Karpas Strategies, LLC | 5,356 | $220.4K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,445 | $221.7K | 0.01% | +704+14.8% | Added |
| One Capital Management, LLC | 5,425 | $223.2K | 0.01% | +5,425 | New |
| US Bancorp | 5,436 | $223.7K | 0.00% | +849+18.5% | Added |
| Napa Wealth Management | 5,506 | $226.6K | 0.15% | +5,506 | New |
| Cetera Trust Company, N.A | 5,525 | $227.4K | 0.14% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,525 | $227.4K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,629 | $231.6K | 0.05% | +5,629 | New |
| Tiaa Trust, National Association | 5,652 | $232.6K | 0.00% | −383−6.3% | Reduced |
| V-Square Quantitative Management LLC | 5,658 | $232.8K | 0.04% | +626+12.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $236.3K | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,786 | $238.1K | 0.01% | −186−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,845 | $240.5K | 0.00% | −170−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 5,954 | $245.0K | 0.00% | +5,954 | New |
| Chesapeake Wealth Management | 5,992 | $246.6K | 0.09% | −963−13.8% | Reduced |
| D. E. Shaw & Co., Inc. | 6,391 | $263.0K | 0.00% | −68,996−91.5% | Reduced |
| Integrity Wealth Solutions LLC | 6,409 | $263.7K | 0.17% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,415 | $264.0K | 0.00% | +6,415 | New |
| GAMMA Investing LLC | 6,418 | $264.1K | 0.04% | +1,320+25.9% | Added |
| Wetherby Asset Management Inc | 6,761 | $278.2K | 0.01% | −85−1.2% | Reduced |
| Verus Financial Partners, Inc. | 6,772 | $278.7K | 0.03% | +28+0.4% | Added |
| Veriti Management LLC | 6,875 | $282.9K | 0.02% | +6,875 | New |
| Investment Management Corp of Ontario | 6,997 | $287.9K | 0.01% | +6,997 | New |
| S. R. Schill & Associates | 7,119 | $292.9K | 0.13% | +7,119 | New |
| United Capital Financial Advisers, LLC | 7,140 | $293.8K | 0.00% | +7,140 | New |
| Envestnet Portfolio Solutions, Inc. | 7,204 | $296.4K | 0.00% | +1,050+17.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $307.8K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 7,506 | $308.9K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,847 | $322.9K | 0.00% | +1,612+25.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $327.1K | 0.00% | +224+2.9% | Added |
| Squarepoint Ops LLC | 8,210 | $337.8K | 0.00% | −29,130−78.0% | Reduced |
| Wolverine Trading, LLC | 8,260 | $339.9K | 0.01% | +8,260 | New |
| Lockheed Martin Investment Management Co | 8,950 | $368.3K | 0.02% | −5,440−37.8% | Reduced |
| Entropy Technologies, LP | 9,084 | $373.8K | 0.04% | −14,588−61.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 9,193 | $378.0K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 9,290 | $382.3K | 0.03% | +9,290 | New |
| Pacific Sun Financial Corp | 9,511 | $391.4K | 0.23% | +134+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,641 | $396.7K | 0.01% | +39+0.4% | Added |
| Moody National Bank Trust Division | 9,767 | $401.9K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,772 | $402.1K | 0.03% | −214−2.1% | Reduced |
| CI Private Wealth, LLC | 9,855 | $405.6K | 0.00% | +1,761+21.8% | Added |
| NEOS Investment Management LLC | 10,015 | $412.1K | 0.02% | +2,988+42.5% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $413.6K | 0.11% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10,086 | $415.0K | 0.10% | +70+0.7% | Added |
| Graham Capital Management, L.P. | 10,125 | $416.6K | 0.01% | +10,125 | New |
| Quantinno Capital Management LP | 10,293 | $423.6K | 0.01% | +10,293 | New |
| Machina Capital S.A.S. | 10,601 | $436.2K | 0.20% | +65+0.6% | Added |
| Intech Investment Management LLC | 10,620 | $437.0K | 0.01% | +4,935+86.8% | Added |
| HBK Sorce Advisory LLC | 10,771 | $443.2K | 0.02% | −530−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,278 | $464.1K | 0.02% | +60+0.5% | Added |
| Vinva Investment Management Ltd | 11,722 | $477.9K | 0.02% | +11,722 | New |
| Hummer Financial Advisory Services Inc | 11,722 | $482.4K | 0.42% | −335−2.8% | Reduced |
| Sanctuary Advisors, LLC | 12,860 | $487.5K | 0.00% | +12,860 | New |
| O'Shaughnessy Asset Management, LLC | 12,037 | $495.3K | 0.01% | +12,037 | New |
| Howland Capital Management LLC | 12,185 | $501.4K | 0.02% | −270−2.2% | Reduced |
| Keybank National Association | 12,266 | $504.7K | 0.00% | +4,971+68.1% | Added |
| Partners in Financial Planning | 12,368 | $508.9K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,516 | $515.0K | 0.00% | −4,441−26.2% | Reduced |
| Harvest Portfolios Group Inc. | 12,740 | $524.3K | 0.02% | +1,212+10.5% | Added |
| Robeco Institutional Asset Management B.V. | 12,745 | $524.5K | 0.00% | +6,085+91.4% | Added |
| Mackenzie Financial Corp | 12,878 | $529.9K | 0.00% | −14,997−53.8% | Reduced |