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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, Q4 2024

Institutional positions in UDR, Inc. as of Dec 31, 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
513
+16 vs. Q3 2024
Shares held
333.5M
+4.61M (+1.4%) vs. Q3 2024
Total value
$14.5B
−$433.7M (−2.9%) vs. Q3 2024
New holders
71
184 more added
Sold out
55
169 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 513 institutions
Q1 2021: 438 institutionsQ2 2021: 434 institutionsQ3 2021: 450 institutionsQ4 2021: 471 institutionsQ1 2022: 502 institutionsQ2 2022: 458 institutionsQ3 2022: 444 institutionsQ4 2022: 445 institutionsQ1 2023: 438 institutionsQ2 2023: 442 institutionsQ3 2023: 449 institutionsQ4 2023: 461 institutionsQ1 2024: 453 institutionsQ2 2024: 481 institutionsQ3 2024: 507 institutionsQ4 2024: 513 institutionsQ1 2025: 512 institutionsQ2 2025: 527 institutionsQ3 2025: 512 institutionsQ4 2025: 525 institutionsQ1 2026: 528 institutionsQ2 2026: 522 institutions
Value heldQ4 2024: $14.5B
Q1 2021: $13.1BQ2 2021: $15.4BQ3 2021: $16.8BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $14.8BQ3 2022: $13.5BQ4 2022: $12.5BQ1 2023: $13.6BQ2 2023: $14.1BQ3 2023: $11.4BQ4 2023: $12.3BQ1 2024: $12.2BQ2 2024: $13.3BQ3 2024: $14.9BQ4 2024: $14.5BQ1 2025: $15.0BQ2 2025: $13.5BQ3 2025: $11.3BQ4 2025: $12.5BQ1 2026: $11.0BQ2 2026: $13.5B
Institutions holding UDR and their total value by quarter
QuarterHoldersValue
Q2 2026522$13.5B
Q1 2026528$11.0B
Q4 2025525$12.5B
Q3 2025512$11.3B
Q2 2025527$13.5B
Q1 2025512$15.0B
Q4 2024513$14.5B
Q3 2024507$14.9B
Q2 2024481$13.3B
Q1 2024453$12.2B
Q4 2023461$12.3B
Q3 2023449$11.4B
Q2 2023442$14.1B
Q1 2023438$13.6B
Q4 2022445$12.5B
Q3 2022444$13.5B
Q2 2022458$14.8B
Q1 2022502$18.5B
Q4 2021471$19.2B
Q3 2021450$16.8B
Q2 2021434$15.4B
Q1 2021438$13.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2024.

Institutions holding UDR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management18$00.00%00.0%Unchanged
Retirement Wealth Solutions LLC0$170.00%0New
Proequities, Inc.2$810.00%00.0%Unchanged
High Note Wealth, LLC3$1300.00%+3New
West Branch Capital LLC3$1310.00%00.0%Unchanged
Creekmur Asset Management LLC4$1740.00%00.0%Unchanged
Chesapeake Asset Management LLC5$2170.00%00.0%Unchanged
Sugar Maple Asset Management, LLC5$2170.00%+5New
Colonial Trust Co6$2580.00%+6New
Zions Bancorporation, N.A.7$3040.00%00.0%Unchanged
Sierra Ocean, LLC8$3610.00%+8New
NVWM, LLC10$4340.00%00.0%Unchanged
West Paces Advisors Inc.10$4340.00%00.0%Unchanged
Nemes Rush Group LLC12$5210.00%+12New
NewSquare Capital LLC13$5640.00%+13New
Cassady Schiller Wealth Management, LLC13$5640.00%+13New
Cornerstone Planning Group LLC14$5840.00%+14New
Bell Investment Advisors, Inc14$6080.00%00.0%Unchanged
UMA Financial Services, Inc.14$6080.00%+14New
Clark Wealth Partners15$6510.00%+15New
Carolinas Wealth Consulting LLC15$6520.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$6940.00%−6−27.3%Reduced
BOK Financial Private Wealth, Inc.20$8690.00%+20New
WealthTrak Capital Management LLC20$8690.00%+20New
MCF Advisors LLC21$9120.00%−7−25.0%Reduced
Principia Wealth Advisory, LLC22$9550.00%+22New
Whipplewood Advisors, LLC22$9550.00%+22New
Capital Advisors, Ltd. LLC22$1.00K0.00%00.0%Unchanged
Abound Wealth Management23$1.01K0.00%00.0%Unchanged
Spire Wealth Management24$1.04K0.00%−1−4.0%Reduced
Riverview Trust Co26$1.13K0.00%+26New
HHM Wealth Advisors, LLC26$1.13K0.00%+26New
Larson Financial Group LLC35$1.52K0.00%−8−18.6%Reduced
TFC Financial Management39$1.69K0.00%00.0%Unchanged
Grove Bank & Trust40$1.74K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC40$1.74K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC44$1.91K0.00%+44New
Fortitude Family Office, LLC45$1.95K0.00%00.0%Unchanged
GW&K Investment Management, LLC51$2.00K0.00%00.0%Unchanged
Bokf, NA51$2.04K0.00%+51New
Mowery & Schoenfeld Wealth Management, LLC48$2.08K0.00%+48New
Raffa Wealth Management, LLC52$2.26K0.00%00.0%Unchanged
Lee Danner & Bass Inc54$2.34K0.00%+54New
MAI Capital Management55$2.39K0.00%+55New
Global Financial Private Client, LLC56$2.43K0.00%00.0%Unchanged
Kozak & Associates, Inc.58$2.51K0.00%00.0%Unchanged
Dunhill Financial, LLC60$2.60K0.00%+16+36.4%Added
Sachetta, LLC62$2.69K0.00%+1+1.6%Added
Ronald Blue Trust, Inc.63$2.73K0.00%−3,359−98.2%Reduced
Harbour Investments, Inc.63$2.74K0.00%+18+40.0%Added
AdvisorNet Financial, Inc68$2.95K0.00%−45−39.8%Reduced
Kessler Investment Group, LLC68$2.95K0.00%00.0%Unchanged
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co72$3.13K0.00%+72New
Raleigh Capital Management Inc.74$3.21K0.00%00.0%Unchanged
Aspect Partners, LLC74$3.21K0.00%00.0%Unchanged
MV Capital Management, Inc.89$3.86K0.00%−5−5.3%Reduced
Oliver Lagore Vanvalin Investment Group90$3.91K0.00%00.0%Unchanged
Financial Management Professionals, Inc.96$4.17K0.00%+30+45.5%Added
Bruce G. Allen Investments, LLC111$4.82K0.00%00.0%Unchanged
IFP Advisors, Inc116$5.04K0.00%+21+22.1%Added
Moisand Fitzgerald Tamayo, LLC117$5.08K0.00%+117New
Newbridge Financial Services Group, Inc.122$5.30K0.00%+122New
Investors Research Corp130$5.64K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.132$5.73K0.00%00.0%Unchanged
CoreCap Advisors, LLC135$5.86K0.00%00.0%Unchanged
Parkside Financial Bank & Trust152$6.60K0.00%+3+2.0%Added
Private Wealth Management Group, LLC158$6.86K0.00%+3+1.9%Added
Wolff Wiese Magana LLC185$8.04K0.01%+2+1.1%Added
Cary Street Partner Investment Advisory LLC187$8.12K0.01%−14,396−98.7%Reduced
Farmers & Merchants Investments Inc191$8.29K0.00%00.0%Unchanged
Meeder Asset Management Inc201$8.72K0.00%+9+4.7%Added
DT Investment Partners, LLC224$9.72K0.00%00.0%Unchanged
Central Trust Co250$10.9K0.00%00.0%Unchanged
Activest Wealth Management260$11.3K0.00%−340−56.7%Reduced
EverSource Wealth Advisors, LLC301$13.1K0.00%+86+40.0%Added
Bryn Mawr Trust Co340$14.8K0.00%00.0%Unchanged
Manchester Capital Management LLC344$14.9K0.00%00.0%Unchanged
Geneos Wealth Management Inc.351$15.2K0.00%00.0%Unchanged
Main Street Group, LTD378$16.4K0.01%00.0%Unchanged
Salomon & Ludwin, LLC432$18.8K0.00%00.0%Unchanged
Quent Capital, LLC445$19.3K0.00%+6+1.4%Added
Gold Investment Management Ltd.445$19.3K0.01%00.0%Unchanged
Acima Private Wealth, LLC455$19.8K0.01%00.0%Unchanged
CVA Family Office, LLC473$20.5K0.00%00.0%Unchanged
Duncker Streett & Co Inc500$21.7K0.00%00.0%Unchanged
Bogart Wealth, LLC500$21.7K0.00%00.0%Unchanged
Assetmark, Inc505$21.9K0.00%+505New
Northwestern Mutual Wealth Management Co536$23.3K0.00%−93−14.8%Reduced
Global Retirement Partners, LLC566$24.6K0.00%−202−26.3%Reduced
Massmutual Trust Co FSB586$25.4K0.00%+121+26.0%Added
Cromwell Holdings LLC608$26.4K0.02%00.0%Unchanged
Farther Finance Advisors, LLC609$26.4K0.00%−14−2.2%Reduced
Webster Bank, N. A.648$28.1K0.00%00.0%Unchanged
National Pension Service43$28.3K0.00%+43New
Annis Gardner Whiting Capital Advisors, LLC721$31.3K0.01%+38+5.6%Added
Caitong International Asset Management Co., Ltd722$31.3K0.03%+722New
Versant Capital Management, Inc753$32.7K0.01%+717+1,991.7%Added
TD Private Client Wealth LLC757$32.9K0.00%−24−3.1%Reduced
Skopos Labs, Inc.794$34.4K0.01%+77+10.7%Added