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, Q3 2024
Institutional positions in UDR, Inc. as of Sep 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
- 507
- +29 vs. Q2 2024
- Shares held
- 329.5M
- +38.3M (+13.2%) vs. Q2 2024
- Total value
- $14.9B
- +$2.96B (+24.7%) vs. Q2 2024
- New holders
- 67
- 179 more added
- Sold out
- 38
- 174 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 18 | $0 | 0.00% | +18 | New |
| Proequities, Inc. | 2 | $90 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $91 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $91 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $91 | 0.00% | +2 | New |
| West Branch Capital LLC | 3 | $137 | 0.00% | +3 | New |
| Reston Wealth Management LLC | 4 | $168 | 0.00% | +4 | New |
| Creekmur Asset Management LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $226 | 0.00% | +5 | New |
| Baldwin Brothers Inc | 6 | $272 | 0.00% | +6 | New |
| Zions Bancorporation, N.A. | 7 | $317 | 0.00% | −74−91.4% | Reduced |
| NVWM, LLC | 10 | $453 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $453 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $635 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $681 | 0.00% | +10+200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $997 | 0.00% | +6+37.5% | Added |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $1.13K | 0.00% | +5+25.0% | Added |
| MCF Advisors LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $1.63K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.81K | 0.00% | +40 | New |
| HM Payson & Co | 41 | $1.86K | 0.00% | +41 | New |
| Larson Financial Group LLC | 43 | $1.95K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 44 | $2.00K | 0.00% | +20+83.3% | Added |
| GW&K Investment Management, LLC | 51 | $2.00K | 0.00% | +9+21.4% | Added |
| Fortitude Family Office, LLC | 45 | $2.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $2.04K | 0.00% | +2+4.7% | Added |
| Cape Investment Advisory, Inc. | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.36K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.54K | 0.00% | +56 | New |
| Kozak & Associates, Inc. | 58 | $2.58K | 0.00% | +1+1.8% | Added |
| Sachetta, LLC | 61 | $2.77K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 63 | $2.85K | 0.00% | +63 | New |
| Legacy Wealth Managment, LLC | 63 | $2.85K | 0.00% | +63 | New |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $3.00K | 0.00% | +15+29.4% | Added |
| Kessler Investment Group, LLC | 68 | $3.08K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $3.35K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 74 | $3.35K | 0.00% | +9+13.8% | Added |
| Capital Performance Advisors LLP | 74 | $3.35K | 0.00% | +74 | New |
| Oliver Lagore Vanvalin Investment Group | 90 | $4.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $4.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $5.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $5.12K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 132 | $5.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $6.12K | 0.00% | +135 | New |
| Parkside Financial Bank & Trust | 149 | $6.76K | 0.00% | −3−2.0% | Reduced |
| Private Wealth Management Group, LLC | 155 | $7.03K | 0.00% | +2+1.3% | Added |
| Wolff Wiese Magana LLC | 183 | $8.31K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 191 | $8.66K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 192 | $8.71K | 0.00% | −5−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 215 | $9.75K | 0.00% | +23+12.0% | Added |
| Elequin Capital LP | 218 | $9.88K | 0.00% | +104+91.2% | Added |
| DT Investment Partners, LLC | 224 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 234 | $10.6K | 0.00% | +234 | New |
| Central Trust Co | 250 | $11.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 253 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 306 | $13.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 335 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 340 | $15.4K | 0.00% | +340 | New |
| Manchester Capital Management LLC | 344 | $15.6K | 0.00% | +27+8.5% | Added |
| Geneos Wealth Management Inc. | 351 | $15.9K | 0.00% | +251+251.0% | Added |
| Annapolis Financial Services, LLC | 360 | $16.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $17.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $19.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $19.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $20.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $20.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 465 | $21.1K | 0.00% | +15+3.3% | Added |
| CVA Family Office, LLC | 473 | $21.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $22.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 600 | $27.2K | 0.01% | +600 | New |
| Cromwell Holdings LLC | 608 | $27.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 623 | $28.2K | 0.00% | +200+47.3% | Added |
| Northwestern Mutual Wealth Management Co | 629 | $28.5K | 0.00% | −1,193−65.5% | Reduced |
| Webster Bank, N. A. | 648 | $29.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 683 | $31.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $31.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 715 | $32.2K | 0.00% | +407+132.1% | Added |
| Skopos Labs, Inc. | 717 | $32.5K | 0.01% | +717 | New |
| Global Retirement Partners, LLC | 768 | $34.8K | 0.00% | −533−41.0% | Reduced |
| TD Private Client Wealth LLC | 781 | $35.4K | 0.00% | −27−3.3% | Reduced |
| Umb Bank N A | 794 | $36.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 829 | $37.6K | 0.00% | +780+1,591.8% | Added |
| Rothschild Investment LLC | 875 | $39.7K | 0.00% | +25+2.9% | Added |
| Continuum Advisory, LLC | 924 | $41.2K | 0.01% | +907+5,335.3% | Added |
| Principal Securities, Inc. | 910 | $41.3K | 0.00% | +31+3.5% | Added |
| Hanson & Doremus Investment Management | 918 | $42.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 942 | $42.7K | 0.00% | +64+7.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $44.4K | 0.02% | +600+157.9% | Added |
| Mather Group, LLC. | 998 | $45.2K | 0.00% | +367+58.2% | Added |
| Private Trust Co NA | 1,086 | $49.2K | 0.00% | −13−1.2% | Reduced |
| Clearstead Advisors, LLC | 1,096 | $49.7K | 0.00% | −11−1.0% | Reduced |