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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 648 | $26.7K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 633 | $26.0K | 0.01% | +633 | New |
| Bank of New Hampshire | 611 | $25.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 608 | $25.0K | 0.01% | +608 | New |
| Mather Group, LLC. | 631 | $23.6K | 0.00% | +350+124.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 535 | $22.0K | 0.00% | −900−62.7% | Reduced |
| Duncker Streett & Co Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 473 | $19.5K | 0.00% | +13+2.8% | Added |
| Acima Private Wealth, LLC | 455 | $18.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 450 | $18.5K | 0.00% | +102+29.3% | Added |
| Gold Investment Management Ltd. | 445 | $18.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $18.1K | 0.00% | +55+14.3% | Added |
| Salomon & Ludwin, LLC | 432 | $17.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 423 | $17.4K | 0.00% | +333+370.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $15.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $15.5K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $14.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 317 | $13.0K | 0.00% | +63+24.8% | Added |
| NBC Securities, Inc. | 335 | $13.0K | 0.00% | −254−43.1% | Reduced |
| Atlantic Trust, LLC | 306 | $12.6K | 0.00% | −1,031−77.1% | Reduced |
| Smartleaf Asset Management LLC | 308 | $12.6K | 0.00% | −33−9.7% | Reduced |
| Crewe Advisors LLC | 253 | $10.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 228 | $9.38K | 0.00% | +228 | New |
| DT Investment Partners, LLC | 224 | $9.22K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 197 | $8.11K | 0.00% | −741−79.0% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $7.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 192 | $7.69K | 0.00% | +20+11.6% | Added |
| Wolff Wiese Magana LLC | 181 | $7.47K | 0.01% | +2+1.1% | Added |
| Opal Wealth Advisors, LLC | 157 | $6.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 153 | $6.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $6.26K | 0.00% | −22−12.6% | Reduced |
| SRS Capital Advisors, Inc. | 132 | $5.43K | 0.00% | +132 | New |
| Investors Research Corp | 130 | $5.35K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 114 | $4.69K | 0.00% | +114 | New |
| AdvisorNet Financial, Inc | 113 | $4.65K | 0.00% | +50+79.4% | Added |
| Bruce G. Allen Investments, LLC | 111 | $4.57K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.12K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | +30+42.9% | Added |
| IFP Advisors, Inc | 95 | $3.91K | 0.00% | +72+313.0% | Added |
| MV Capital Management, Inc. | 94 | $3.87K | 0.00% | +11+13.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $3.33K | 0.00% | +45+125.0% | Added |
| Aspect Partners, LLC | 74 | $3.04K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 68 | $2.80K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $2.67K | 0.00% | +20+44.4% | Added |
| Sachetta, LLC | 61 | $2.50K | 0.00% | +46+306.7% | Added |
| Kozak & Associates, Inc. | 57 | $2.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $2.02K | 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 |
| Fortitude Family Office, LLC | 45 | $1.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $1.77K | 0.00% | +8+22.9% | Added |
| Prestige Wealth Management Group LLC | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.60K | 0.00% | +3+8.3% | Added |
| Versant Capital Management, Inc | 36 | $1.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 30 | $1.12K | 0.00% | +30 | New |
| Fairway Wealth LLC | 25 | $1.03K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +5+29.4% | Added |
| Dunhill Financial, LLC | 24 | $989 | 0.00% | +1+4.3% | Added |
| Abound Wealth Management | 23 | $955 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $823 | 0.00% | −26−56.5% | Reduced |
| Continuum Advisory, LLC | 17 | $700 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $658 | 0.00% | −27−62.8% | Reduced |
| Bell Investment Advisors, Inc | 14 | $577 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $412 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $412 | 0.00% | +10 | New |
| South State Corp. | 8 | $329 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5 | $206 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 4 | $165 | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 4 | $165 | 0.00% | +4 | New |
| Proequities, Inc. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $82 | 0.00% | +2 | New |
| Davis Selected Advisers | 201,490 | $0 | 0.00% | −140−0.1% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −1,025,094−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −744,472−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −550,048−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −261,915−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −205,133−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,081−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −113,291−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −101,455−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −79,505−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −62,539−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −25,308−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −24,244−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −23,092−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −21,548−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −19,869−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,021−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,251−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |