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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 10,015 | $412.1K | 0.02% | +2,988+42.5% | Added |
| CI Private Wealth, LLC | 9,855 | $405.6K | 0.00% | +1,761+21.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,772 | $402.1K | 0.03% | −214−2.1% | Reduced |
| Moody National Bank Trust Division | 9,767 | $401.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,641 | $396.7K | 0.01% | +39+0.4% | Added |
| Pacific Sun Financial Corp | 9,511 | $391.4K | 0.23% | +134+1.4% | Added |
| Point72 (DIFC) Ltd | 9,290 | $382.3K | 0.03% | +9,290 | New |
| Thompson Siegel & Walmsley LLC | 9,193 | $378.0K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,084 | $373.8K | 0.04% | −14,588−61.6% | Reduced |
| Lockheed Martin Investment Management Co | 8,950 | $368.3K | 0.02% | −5,440−37.8% | Reduced |
| Wolverine Trading, LLC | 8,260 | $339.9K | 0.01% | +8,260 | New |
| Squarepoint Ops LLC | 8,210 | $337.8K | 0.00% | −29,130−78.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $327.1K | 0.00% | +224+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,847 | $322.9K | 0.00% | +1,612+25.9% | Added |
| Capital Management Corp | 7,506 | $308.9K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $307.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,204 | $296.4K | 0.00% | +1,050+17.1% | Added |
| United Capital Financial Advisers, LLC | 7,140 | $293.8K | 0.00% | +7,140 | New |
| S. R. Schill & Associates | 7,119 | $292.9K | 0.13% | +7,119 | New |
| Investment Management Corp of Ontario | 6,997 | $287.9K | 0.01% | +6,997 | New |
| Veriti Management LLC | 6,875 | $282.9K | 0.02% | +6,875 | New |
| Verus Financial Partners, Inc. | 6,772 | $278.7K | 0.03% | +28+0.4% | Added |
| Wetherby Asset Management Inc | 6,761 | $278.2K | 0.01% | −85−1.2% | Reduced |
| GAMMA Investing LLC | 6,418 | $264.1K | 0.04% | +1,320+25.9% | Added |
| Alps Advisors Inc | 6,415 | $264.0K | 0.00% | +6,415 | New |
| Integrity Wealth Solutions LLC | 6,409 | $263.7K | 0.17% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,391 | $263.0K | 0.00% | −68,996−91.5% | Reduced |
| Chesapeake Wealth Management | 5,992 | $246.6K | 0.09% | −963−13.8% | Reduced |
| Avantax Advisory Services, Inc. | 5,954 | $245.0K | 0.00% | +5,954 | New |
| Raymond James Financial Services Advisors, Inc. | 5,845 | $240.5K | 0.00% | −170−2.8% | Reduced |
| AlTi Global, Inc. | 5,786 | $238.1K | 0.01% | −186−3.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $236.3K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,658 | $232.8K | 0.04% | +626+12.4% | Added |
| Tiaa Trust, National Association | 5,652 | $232.6K | 0.00% | −383−6.3% | Reduced |
| Catalytic Wealth RIA, LLC | 5,629 | $231.6K | 0.05% | +5,629 | New |
| Checchi Capital Advisers, LLC | 5,525 | $227.4K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,525 | $227.4K | 0.14% | 00.0% | Unchanged |
| Napa Wealth Management | 5,506 | $226.6K | 0.15% | +5,506 | New |
| US Bancorp | 5,436 | $223.7K | 0.00% | +849+18.5% | Added |
| One Capital Management, LLC | 5,425 | $223.2K | 0.01% | +5,425 | New |
| Horizon Investments, LLC | 5,445 | $221.7K | 0.01% | +704+14.8% | Added |
| Karpas Strategies, LLC | 5,356 | $220.4K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 5,309 | $218.0K | 0.01% | −135,726−96.2% | Reduced |
| Prudential PLC | 5,241 | $215.7K | 0.00% | +5,241 | New |
| Capstone Investment Advisors, LLC | 5,216 | $214.6K | 0.00% | −184−3.4% | Reduced |
| RMR Capital Management, LLC | 5,171 | $212.8K | 0.19% | +5,171 | New |
| Walleye Trading LLC | 5,169 | $212.7K | 0.00% | −39,605−88.5% | Reduced |
| Trust Co of Virginia | 5,165 | $212.5K | 0.02% | +5,165 | New |
| Leavell Investment Management, Inc. | 5,132 | $211.0K | 0.01% | +5,132 | New |
| Tower Bridge Advisors | 5,100 | $209.9K | 0.02% | +5,100 | New |
| Empowered Funds, LLC | 4,896 | $201.5K | 0.00% | +4,896 | New |
| AlphaStar Capital Management, LLC | 4,862 | $200.1K | 0.02% | +4,862 | New |
| Advisor Group Holdings, Inc. | 4,708 | $193.8K | 0.00% | +1,472+45.5% | Added |
| Ci Investments Inc. | 4,185 | $172.0K | 0.00% | +311+8.0% | Added |
| Acadian Asset Management LLC | 4,140 | $170.0K | 0.00% | +4,140 | New |
| Steward Partners Investment Advisory, LLC | 3,801 | $156.4K | 0.00% | +14+0.4% | Added |
| Signaturefd, LLC | 3,742 | $154.0K | 0.00% | +123+3.4% | Added |
| CIBC Private Wealth Group, LLC | 3,755 | $153.3K | 0.00% | −5−0.1% | Reduced |
| CWM, LLC | 3,455 | $142.0K | 0.00% | −634−15.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,363 | $138.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $133.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,103 | $128.0K | 0.08% | −233−7.0% | Reduced |
| Y.D. More Investments Ltd | 2,658 | $109.4K | 0.01% | +2,658 | New |
| Atlas Capital Advisors LLC | 2,622 | $107.9K | 0.01% | +2,622 | New |
| Harvest Fund Management Co., Ltd | 2,202 | $91.0K | 0.01% | +2,202 | New |
| Whittier Trust Co | 2,187 | $90.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $88.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,149 | $88.4K | 0.05% | −1,001−31.8% | Reduced |
| Addison Advisors LLC | 2,102 | $86.5K | 0.03% | +190+9.9% | Added |
| GHP Investment Advisors, Inc. | 1,905 | $78.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,822 | $75.0K | 0.00% | −8−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,781 | $73.3K | 0.00% | −2,122−54.4% | Reduced |
| Allworth Financial LP | 1,722 | $71.5K | 0.00% | +22+1.3% | Added |
| Quadrant Capital Group LLC | 1,573 | $64.7K | 0.00% | −8−0.5% | Reduced |
| Lindbrook Capital, LLC | 1,436 | $59.1K | 0.01% | +327+29.5% | Added |
| Tobam | 1,394 | $57.0K | 0.01% | −141−9.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,304 | $53.7K | 0.01% | +1,304 | New |
| Global Retirement Partners, LLC | 1,301 | $53.5K | 0.00% | +36+2.8% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $53.3K | 0.01% | +1,080+500.0% | Added |
| Wiser Advisor Group LLC | 1,254 | $51.6K | 0.08% | +15+1.2% | Added |
| Clearstead Advisors, LLC | 1,107 | $45.6K | 0.00% | +1,096+9,963.6% | Added |
| Private Trust Co NA | 1,099 | $45.2K | 0.00% | +13+1.2% | Added |
| Quarry LP | 1,020 | $42.0K | 0.02% | −560−35.4% | Reduced |
| Legend Financial Advisors, Inc. | 1,000 | $41.1K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 975 | $40.1K | 0.00% | +975 | New |
| Parallel Advisors, LLC | 951 | $39.1K | 0.00% | +111+13.2% | Added |
| Ronald Blue Trust, Inc. | 1,040 | $38.9K | 0.00% | +947+1,018.3% | Added |
| Hanson & Doremus Investment Management | 918 | $38.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 911 | $37.5K | 0.01% | +911 | New |
| Principal Securities, Inc. | 879 | $36.2K | 0.00% | +97+12.4% | Added |
| Huntington National Bank | 878 | $36.1K | 0.00% | +120+15.8% | Added |
| Rothschild Investment LLC | 850 | $35.0K | 0.00% | +245+40.5% | Added |
| Exchange Traded Concepts, LLC | 834 | $34.3K | 0.00% | −5,162−86.1% | Reduced |
| TD Private Client Wealth LLC | 808 | $33.2K | 0.00% | +371+84.9% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $32.9K | 0.01% | +800 | New |
| Umb Bank N A | 794 | $32.7K | 0.00% | +794 | New |
| Twin Tree Management, LP | 750 | $30.9K | 0.00% | +750 | New |
| M&R Capital Management Inc | 691 | $28.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 683 | $28.1K | 0.01% | +27+4.1% | Added |
| Jones Financial Companies LLLP | 651 | $26.8K | 0.00% | +651 | New |