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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,153 | $51.9K | 0.00% | +502+77.1% | Added |
| Wiser Advisor Group LLC | 1,267 | $57.4K | 0.09% | +13+1.0% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $58.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,333 | $60.4K | 0.00% | +1,333 | New |
| Tobam | 1,346 | $61.0K | 0.01% | −48−3.4% | Reduced |
| Lindbrook Capital, LLC | 1,412 | $64.0K | 0.01% | −24−1.7% | Reduced |
| Quadrant Capital Group LLC | 1,484 | $67.3K | 0.00% | −89−5.7% | Reduced |
| Intact Investment Management Inc. | 1,600 | $72.5K | 0.00% | +1,600 | New |
| Allworth Financial LP | 1,802 | $81.7K | 0.00% | +80+4.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,017 | $91.4K | 0.00% | +236+13.3% | Added |
| Addison Advisors LLC | 2,098 | $95.1K | 0.03% | −4−0.2% | Reduced |
| Sandy Spring Bank | 2,150 | $97.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,177 | $98.7K | 0.04% | +28+1.3% | Added |
| Whittier Trust Co | 2,187 | $99.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,416 | $109.6K | 0.00% | +1,465+154.0% | Added |
| Optiver Holding B.V. | 2,561 | $116.1K | 0.00% | +2,561 | New |
| Advisor Group Holdings, Inc. | 2,940 | $133.3K | 0.00% | −1,768−37.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,040 | $137.8K | 0.00% | −323−9.6% | Reduced |
| Exchange Traded Concepts, LLC | 3,061 | $138.8K | 0.00% | +2,227+267.0% | Added |
| Covestor Ltd | 3,092 | $140.0K | 0.09% | −11−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,422 | $140.8K | 0.00% | +2,382+229.0% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $147.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,419 | $155.0K | 0.01% | +3,419 | New |
| Signaturefd, LLC | 3,742 | $169.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,765 | $170.7K | 0.00% | +10+0.3% | Added |
| CWM, LLC | 3,802 | $172.0K | 0.00% | +347+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,835 | $173.9K | 0.00% | +34+0.9% | Added |
| Ci Investments Inc. | 3,883 | $176.0K | 0.00% | −302−7.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,000 | $181.4K | 0.04% | +3,200+400.0% | Added |
| Horizon Investments, LLC | 4,097 | $184.0K | 0.00% | −1,348−24.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $196.5K | 0.01% | +3,800+710.3% | Added |
| Mercer Global Advisors Inc | 4,481 | $201.2K | 0.00% | +4,481 | New |
| Jump Financial, LLC | 4,461 | $202.3K | 0.00% | +4,461 | New |
| Westpac Banking Corp | 4,470 | $202.7K | 0.01% | +4,470 | New |
| Baker Ellis Asset Management LLC | 4,520 | $204.9K | 0.03% | +4,520 | New |
| XTX Topco Ltd | 4,752 | $215.5K | 0.02% | −30,412−86.5% | Reduced |
| Security National Bank of Sioux City Iowa | 4,755 | $215.6K | 0.13% | +4,755 | New |
| Tower Bridge Advisors | 4,800 | $217.6K | 0.02% | −300−5.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,933 | $223.7K | 0.00% | −283−5.4% | Reduced |
| TownSquare Capital, LLC | 4,936 | $223.8K | 0.00% | +4,936 | New |
| Cambridge Investment Research Advisors, Inc. | 4,981 | $226.0K | 0.00% | +4,981 | New |
| NorthRock Partners, LLC | 4,985 | $226.0K | 0.01% | +4,985 | New |
| Next Capital Management LLC | 5,000 | $226.7K | 0.09% | +5,000 | New |
| One Capital Management, LLC | 5,025 | $227.8K | 0.01% | −400−7.4% | Reduced |
| Leavell Investment Management, Inc. | 5,132 | $232.7K | 0.01% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5,171 | $234.5K | 0.20% | 00.0% | Unchanged |
| Quest Partners LLC | 5,206 | $236.0K | 0.02% | +4,295+471.5% | Added |
| Prudential PLC | 5,241 | $237.6K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,246 | $237.9K | 0.00% | +350+7.1% | Added |
| Vestcor Inc | 5,309 | $241.0K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,364 | $243.2K | 0.00% | −288−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,421 | $245.8K | 0.02% | −104−1.9% | Reduced |
| AlTi Global, Inc. | 5,459 | $247.5K | 0.01% | −327−5.7% | Reduced |
| Cetera Trust Company, N.A | 5,475 | $248.2K | 0.15% | −50−0.9% | Reduced |
| US Bancorp | 5,491 | $249.0K | 0.00% | +55+1.0% | Added |
| Harvest Fund Management Co., Ltd | 5,494 | $249.0K | 0.01% | +3,292+149.5% | Added |
| Trust Co of Virginia | 5,589 | $253.4K | 0.02% | +424+8.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $261.1K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,823 | $264.0K | 0.01% | +5,823 | New |
| Chesapeake Wealth Management | 5,857 | $265.6K | 0.09% | −135−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,871 | $266.2K | 0.00% | +26+0.4% | Added |
| V-Square Quantitative Management LLC | 5,881 | $266.6K | 0.04% | +223+3.9% | Added |
| LMR Partners LLP | 6,036 | $273.7K | 0.01% | +6,036 | New |
| Veriti Management LLC | 6,266 | $284.1K | 0.02% | −609−8.9% | Reduced |
| Truist Financial Corp | 6,292 | $285.3K | 0.00% | −60,381−90.6% | Reduced |
| Avantax Advisory Services, Inc. | 6,399 | $290.1K | 0.00% | +445+7.5% | Added |
| Integrity Wealth Solutions LLC | 6,409 | $290.6K | 0.17% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,728 | $305.0K | 0.01% | −33−0.5% | Reduced |
| Napa Wealth Management | 6,731 | $305.2K | 0.14% | +1,225+22.2% | Added |
| Verus Financial Partners, Inc. | 6,798 | $305.2K | 0.03% | +26+0.4% | Added |
| Centiva Capital, LP | 6,850 | $310.6K | 0.01% | −70,048−91.1% | Reduced |
| Alps Advisors Inc | 6,895 | $312.6K | 0.00% | +480+7.5% | Added |
| Sequoia Financial Advisors, LLC | 6,897 | $312.7K | 0.00% | +6,897 | New |
| Envestnet Portfolio Solutions, Inc. | 6,957 | $315.4K | 0.00% | −247−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,144 | $323.9K | 0.00% | +4+0.1% | Added |
| MBB Public Markets I LLC | 7,290 | $330.5K | 0.03% | −16,135−68.9% | Reduced |
| Landscape Capital Management, L.L.C. | 7,355 | $333.5K | 0.03% | +7,355 | New |
| GAMMA Investing LLC | 7,380 | $334.6K | 0.03% | +962+15.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $339.1K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,493 | $339.7K | 0.06% | +1,864+33.1% | Added |
| Capital Management Corp | 7,506 | $340.3K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $360.4K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 7,949 | $360.4K | 0.00% | +7,949 | New |
| AlphaStar Capital Management, LLC | 8,141 | $369.1K | 0.03% | +3,279+67.4% | Added |
| Sanctuary Advisors, LLC | 8,202 | $369.8K | 0.00% | −4,658−36.2% | Reduced |
| Shell Asset Management Co | 8,344 | $378.0K | 0.02% | +8,344 | New |
| Profund Advisors LLC | 8,411 | $381.4K | 0.01% | +8,411 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,886 | $402.9K | 0.03% | −886−9.1% | Reduced |
| Versor Investments LP | 8,900 | $403.5K | 0.06% | −11,700−56.8% | Reduced |
| Stifel Financial Corp | 9,194 | $416.8K | 0.00% | −3,322−26.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 9,193 | $417.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,242 | $419.0K | 0.00% | +1,395+17.8% | Added |
| GTS Securities LLC | 9,491 | $430.3K | 0.01% | +9,491 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,513 | $431.3K | 0.01% | −128−1.3% | Reduced |
| Pacific Sun Financial Corp | 9,551 | $433.0K | 0.24% | +40+0.4% | Added |
| Algert Global LLC | 9,750 | $442.1K | 0.01% | +9,750 | New |
| Y-Intercept (Hong Kong) Ltd | 9,986 | $452.8K | 0.03% | −13,981−58.3% | Reduced |
| Ackerman Capital Advisors, LLC | 10,050 | $455.7K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,071 | $456.6K | 0.01% | −700−6.5% | Reduced |
| Longfellow Investment Management Co LLC | 10,147 | $460.1K | 0.12% | +61+0.6% | Added |