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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 10,823 | $490.7K | 0.02% | −455−4.0% | Reduced |
| Machina Capital S.A.S. | 10,738 | $486.9K | 0.19% | +137+1.3% | Added |
| Intech Investment Management LLC | 10,620 | $481.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 10,423 | $472.6K | 0.14% | +9,403+921.9% | Added |
| Investment Management Corp of Ontario | 10,397 | $471.4K | 0.01% | +3,400+48.6% | Added |
| Quantinno Capital Management LP | 10,305 | $467.3K | 0.01% | +12+0.1% | Added |
| Magnetar Financial LLC | 10,298 | $466.9K | 0.01% | +10,298 | New |
| Longfellow Investment Management Co LLC | 10,147 | $460.1K | 0.12% | +61+0.6% | Added |
| HBK Sorce Advisory LLC | 10,071 | $456.6K | 0.01% | −700−6.5% | Reduced |
| Ackerman Capital Advisors, LLC | 10,050 | $455.7K | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,986 | $452.8K | 0.03% | −13,981−58.3% | Reduced |
| Algert Global LLC | 9,750 | $442.1K | 0.01% | +9,750 | New |
| Pacific Sun Financial Corp | 9,551 | $433.0K | 0.24% | +40+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,513 | $431.3K | 0.01% | −128−1.3% | Reduced |
| GTS Securities LLC | 9,491 | $430.3K | 0.01% | +9,491 | New |
| Wealth Enhancement Advisory Services, LLC | 9,242 | $419.0K | 0.00% | +1,395+17.8% | Added |
| Thompson Siegel & Walmsley LLC | 9,193 | $417.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,194 | $416.8K | 0.00% | −3,322−26.5% | Reduced |
| Versor Investments LP | 8,900 | $403.5K | 0.06% | −11,700−56.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,886 | $402.9K | 0.03% | −886−9.1% | Reduced |
| Profund Advisors LLC | 8,411 | $381.4K | 0.01% | +8,411 | New |
| Shell Asset Management Co | 8,344 | $378.0K | 0.02% | +8,344 | New |
| Sanctuary Advisors, LLC | 8,202 | $369.8K | 0.00% | −4,658−36.2% | Reduced |
| AlphaStar Capital Management, LLC | 8,141 | $369.1K | 0.03% | +3,279+67.4% | Added |
| 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 |
| Capital Management Corp | 7,506 | $340.3K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,493 | $339.7K | 0.06% | +1,864+33.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,479 | $339.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,380 | $334.6K | 0.03% | +962+15.0% | Added |
| Landscape Capital Management, L.L.C. | 7,355 | $333.5K | 0.03% | +7,355 | New |
| MBB Public Markets I LLC | 7,290 | $330.5K | 0.03% | −16,135−68.9% | Reduced |
| United Capital Financial Advisers, LLC | 7,144 | $323.9K | 0.00% | +4+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,957 | $315.4K | 0.00% | −247−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 6,897 | $312.7K | 0.00% | +6,897 | New |
| Alps Advisors Inc | 6,895 | $312.6K | 0.00% | +480+7.5% | Added |
| Centiva Capital, LP | 6,850 | $310.6K | 0.01% | −70,048−91.1% | Reduced |
| Verus Financial Partners, Inc. | 6,798 | $305.2K | 0.03% | +26+0.4% | Added |
| Napa Wealth Management | 6,731 | $305.2K | 0.14% | +1,225+22.2% | Added |
| Wetherby Asset Management Inc | 6,728 | $305.0K | 0.01% | −33−0.5% | Reduced |
| Integrity Wealth Solutions LLC | 6,409 | $290.6K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,399 | $290.1K | 0.00% | +445+7.5% | Added |
| Truist Financial Corp | 6,292 | $285.3K | 0.00% | −60,381−90.6% | Reduced |
| Veriti Management LLC | 6,266 | $284.1K | 0.02% | −609−8.9% | Reduced |
| LMR Partners LLP | 6,036 | $273.7K | 0.01% | +6,036 | New |
| V-Square Quantitative Management LLC | 5,881 | $266.6K | 0.04% | +223+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,871 | $266.2K | 0.00% | +26+0.4% | Added |
| Chesapeake Wealth Management | 5,857 | $265.6K | 0.09% | −135−2.3% | Reduced |
| First Hawaiian Bank | 5,823 | $264.0K | 0.01% | +5,823 | New |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $261.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,589 | $253.4K | 0.02% | +424+8.2% | Added |
| Harvest Fund Management Co., Ltd | 5,494 | $249.0K | 0.01% | +3,292+149.5% | Added |
| US Bancorp | 5,491 | $249.0K | 0.00% | +55+1.0% | Added |
| Cetera Trust Company, N.A | 5,475 | $248.2K | 0.15% | −50−0.9% | Reduced |
| AlTi Global, Inc. | 5,459 | $247.5K | 0.01% | −327−5.7% | Reduced |
| Checchi Capital Advisers, LLC | 5,421 | $245.8K | 0.02% | −104−1.9% | Reduced |
| Tiaa Trust, National Association | 5,364 | $243.2K | 0.00% | −288−5.1% | Reduced |
| Vestcor Inc | 5,309 | $241.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,246 | $237.9K | 0.00% | +350+7.1% | Added |
| Prudential PLC | 5,241 | $237.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,206 | $236.0K | 0.02% | +4,295+471.5% | Added |
| RMR Capital Management, LLC | 5,171 | $234.5K | 0.20% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,132 | $232.7K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,025 | $227.8K | 0.01% | −400−7.4% | Reduced |
| Next Capital Management LLC | 5,000 | $226.7K | 0.09% | +5,000 | New |
| NorthRock Partners, LLC | 4,985 | $226.0K | 0.01% | +4,985 | New |
| Cambridge Investment Research Advisors, Inc. | 4,981 | $226.0K | 0.00% | +4,981 | New |
| TownSquare Capital, LLC | 4,936 | $223.8K | 0.00% | +4,936 | New |
| Capstone Investment Advisors, LLC | 4,933 | $223.7K | 0.00% | −283−5.4% | Reduced |
| Tower Bridge Advisors | 4,800 | $217.6K | 0.02% | −300−5.9% | Reduced |
| Security National Bank of Sioux City Iowa | 4,755 | $215.6K | 0.13% | +4,755 | New |
| XTX Topco Ltd | 4,752 | $215.5K | 0.02% | −30,412−86.5% | Reduced |
| Baker Ellis Asset Management LLC | 4,520 | $204.9K | 0.03% | +4,520 | New |
| Westpac Banking Corp | 4,470 | $202.7K | 0.01% | +4,470 | New |
| Jump Financial, LLC | 4,461 | $202.3K | 0.00% | +4,461 | New |
| Mercer Global Advisors Inc | 4,481 | $201.2K | 0.00% | +4,481 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $196.5K | 0.01% | +3,800+710.3% | Added |
| Horizon Investments, LLC | 4,097 | $184.0K | 0.00% | −1,348−24.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,000 | $181.4K | 0.04% | +3,200+400.0% | Added |
| Ci Investments Inc. | 3,883 | $176.0K | 0.00% | −302−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,835 | $173.9K | 0.00% | +34+0.9% | Added |
| CWM, LLC | 3,802 | $172.0K | 0.00% | +347+10.0% | Added |
| CIBC Private Wealth Group, LLC | 3,765 | $170.7K | 0.00% | +10+0.3% | Added |
| Signaturefd, LLC | 3,742 | $169.7K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,419 | $155.0K | 0.01% | +3,419 | New |
| Washington Trust Advisors, Inc. | 3,242 | $147.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,422 | $140.8K | 0.00% | +2,382+229.0% | Added |
| Covestor Ltd | 3,092 | $140.0K | 0.09% | −11−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,061 | $138.8K | 0.00% | +2,227+267.0% | Added |
| Ameritas Investment Partners, Inc. | 3,040 | $137.8K | 0.00% | −323−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,940 | $133.3K | 0.00% | −1,768−37.6% | Reduced |
| Optiver Holding B.V. | 2,561 | $116.1K | 0.00% | +2,561 | New |
| Parallel Advisors, LLC | 2,416 | $109.6K | 0.00% | +1,465+154.0% | Added |
| Whittier Trust Co | 2,187 | $99.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,177 | $98.7K | 0.04% | +28+1.3% | Added |
| Sandy Spring Bank | 2,150 | $97.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,098 | $95.1K | 0.03% | −4−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,017 | $91.4K | 0.00% | +236+13.3% | Added |
| Allworth Financial LP | 1,802 | $81.7K | 0.00% | +80+4.6% | Added |
| Intact Investment Management Inc. | 1,600 | $72.5K | 0.00% | +1,600 | New |