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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,484 | $67.3K | 0.00% | −89−5.7% | Reduced |
| Lindbrook Capital, LLC | 1,412 | $64.0K | 0.01% | −24−1.7% | Reduced |
| Tobam | 1,346 | $61.0K | 0.01% | −48−3.4% | Reduced |
| Federated Hermes, Inc. | 1,333 | $60.4K | 0.00% | +1,333 | New |
| Glen Eagle Advisors, LLC | 1,296 | $58.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,267 | $57.4K | 0.09% | +13+1.0% | Added |
| Jones Financial Companies LLLP | 1,153 | $51.9K | 0.00% | +502+77.1% | Added |
| Clearstead Advisors, LLC | 1,096 | $49.7K | 0.00% | −11−1.0% | Reduced |
| Private Trust Co NA | 1,086 | $49.2K | 0.00% | −13−1.2% | Reduced |
| Mather Group, LLC. | 998 | $45.2K | 0.00% | +367+58.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $44.4K | 0.02% | +600+157.9% | Added |
| Huntington National Bank | 942 | $42.7K | 0.00% | +64+7.3% | Added |
| Hanson & Doremus Investment Management | 918 | $42.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 910 | $41.3K | 0.00% | +31+3.5% | Added |
| Continuum Advisory, LLC | 924 | $41.2K | 0.01% | +907+5,335.3% | Added |
| Rothschild Investment LLC | 875 | $39.7K | 0.00% | +25+2.9% | Added |
| Salem Investment Counselors Inc | 829 | $37.6K | 0.00% | +780+1,591.8% | Added |
| Umb Bank N A | 794 | $36.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 781 | $35.4K | 0.00% | −27−3.3% | Reduced |
| Global Retirement Partners, LLC | 768 | $34.8K | 0.00% | −533−41.0% | Reduced |
| Skopos Labs, Inc. | 717 | $32.5K | 0.01% | +717 | New |
| Smartleaf Asset Management LLC | 715 | $32.2K | 0.00% | +407+132.1% | Added |
| M&R Capital Management Inc | 691 | $31.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 683 | $31.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 648 | $29.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 629 | $28.5K | 0.00% | −1,193−65.5% | Reduced |
| Farther Finance Advisors, LLC | 623 | $28.2K | 0.00% | +200+47.3% | Added |
| Cromwell Holdings LLC | 608 | $27.6K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 600 | $27.2K | 0.01% | +600 | New |
| Duncker Streett & Co Inc | 500 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $22.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 473 | $21.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 465 | $21.1K | 0.00% | +15+3.3% | Added |
| Acima Private Wealth, LLC | 455 | $20.6K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $20.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $19.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $19.6K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 378 | $17.1K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 351 | $15.9K | 0.00% | +251+251.0% | Added |
| Manchester Capital Management LLC | 344 | $15.6K | 0.00% | +27+8.5% | Added |
| Bryn Mawr Trust Co | 340 | $15.4K | 0.00% | +340 | New |
| NBC Securities, Inc. | 335 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 306 | $13.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 253 | $11.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 234 | $10.6K | 0.00% | +234 | New |
| DT Investment Partners, LLC | 224 | $10.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 218 | $9.88K | 0.00% | +104+91.2% | Added |
| EverSource Wealth Advisors, LLC | 215 | $9.75K | 0.00% | +23+12.0% | Added |
| Meeder Asset Management Inc | 192 | $8.71K | 0.00% | −5−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $8.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 183 | $8.31K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 155 | $7.03K | 0.00% | +2+1.3% | Added |
| Parkside Financial Bank & Trust | 149 | $6.76K | 0.00% | −3−2.0% | Reduced |
| CoreCap Advisors, LLC | 135 | $6.12K | 0.00% | +135 | New |
| SRS Capital Advisors, Inc. | 132 | $5.99K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $5.03K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $4.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $4.26K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $4.08K | 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 |
| Kessler Investment Group, LLC | 68 | $3.08K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $3.00K | 0.00% | +15+29.4% | Added |
| Legacy Investment Solutions, LLC | 63 | $2.85K | 0.00% | +63 | New |
| Legacy Wealth Managment, LLC | 63 | $2.85K | 0.00% | +63 | New |
| Sachetta, LLC | 61 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 58 | $2.58K | 0.00% | +1+1.8% | Added |
| Global Financial Private Client, LLC | 56 | $2.54K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 52 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $2.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $2.04K | 0.00% | +2+4.7% | Added |
| GW&K Investment Management, LLC | 51 | $2.00K | 0.00% | +9+21.4% | Added |
| Dunhill Financial, LLC | 44 | $2.00K | 0.00% | +20+83.3% | Added |
| Larson Financial Group LLC | 43 | $1.95K | 0.00% | +43 | New |
| HM Payson & Co | 41 | $1.86K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.81K | 0.00% | +40 | New |
| TFC Financial Management | 39 | $1.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $1.63K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $1.13K | 0.00% | +5+25.0% | Added |
| Abound Wealth Management | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $997 | 0.00% | +6+37.5% | Added |
| Carolinas Wealth Consulting LLC | 15 | $681 | 0.00% | +10+200.0% | Added |
| Bell Investment Advisors, Inc | 14 | $635 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $453 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $453 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $317 | 0.00% | −74−91.4% | Reduced |
| Baldwin Brothers Inc | 6 | $272 | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 5 | $226 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4 | $168 | 0.00% | +4 | New |