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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 820 | $35.6K | 0.00% | −513−38.5% | Reduced |
| Covestor Ltd | 877 | $38.0K | 0.02% | −2,215−71.6% | Reduced |
| Umb Bank N A | 908 | $39.4K | 0.00% | +114+14.4% | Added |
| Rothschild Investment LLC | 915 | $39.7K | 0.00% | +40+4.6% | Added |
| Hanson & Doremus Investment Management | 918 | $40.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 937 | $40.0K | 0.00% | +937 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $42.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,000 | $43.4K | 0.00% | +1,000 | New |
| Mather Group, LLC. | 1,008 | $43.8K | 0.00% | +10+1.0% | Added |
| Principal Securities, Inc. | 1,066 | $46.3K | 0.00% | +156+17.1% | Added |
| Private Trust Co NA | 1,086 | $47.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,096 | $47.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,141 | $49.5K | 0.00% | +199+21.1% | Added |
| Jones Financial Companies LLLP | 1,169 | $50.8K | 0.00% | +16+1.4% | Added |
| Smartleaf Asset Management LLC | 1,206 | $51.9K | 0.01% | +491+68.7% | Added |
| Bayforest Capital Ltd | 1,271 | $55.2K | 0.07% | +1,271 | New |
| Continuum Advisory, LLC | 1,275 | $55.3K | 0.01% | +351+38.0% | Added |
| Wiser Advisor Group LLC | 1,279 | $55.5K | 0.08% | +12+0.9% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $56.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,349 | $58.6K | 0.00% | +520+62.7% | Added |
| Lindbrook Capital, LLC | 1,415 | $61.4K | 0.01% | +3+0.2% | Added |
| Catalyst Capital Advisors LLC | 1,451 | $63.0K | 0.00% | +1,451 | New |
| Eagle Bay Advisors LLC | 1,461 | $63.4K | 0.04% | −716−32.9% | Reduced |
| Quadrant Capital Group LLC | 1,484 | $64.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,554 | $67.0K | 0.02% | +208+15.5% | Added |
| Eastern Bank | 1,574 | $68.3K | 0.00% | +1,574 | New |
| Intact Investment Management Inc. | 1,600 | $69.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,822 | $73.8K | 0.00% | +20+1.1% | Added |
| Crews Bank & Trust | 1,742 | $75.6K | 0.01% | +1,742 | New |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | −3,529−64.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,007 | $87.1K | 0.09% | +2,007 | New |
| Addison Advisors LLC | 2,097 | $91.0K | 0.03% | −10.0% | Reduced |
| Sandy Spring Bank | 2,150 | $93.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,161 | $93.8K | 0.00% | +2,161 | New |
| Whittier Trust Co | 2,187 | $94.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,214 | $96.1K | 0.00% | −202−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,256 | $97.8K | 0.00% | +239+11.8% | Added |
| Atlas Capital Advisors LLC | 2,622 | $113.8K | 0.01% | +2,622 | New |
| CIBC Private Wealth Group, LLC | 2,829 | $116.6K | 0.00% | −936−24.9% | Reduced |
| Quarry LP | 2,707 | $117.5K | 0.02% | −7,716−74.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,723 | $118.2K | 0.00% | −217−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,040 | $132.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $140.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,330 | $144.6K | 0.00% | +269+8.8% | Added |
| Canada Post Corp Registered Pension Plan | 3,335 | $144.8K | 0.01% | +3,335 | New |
| Ci Investments Inc. | 3,385 | $147.0K | 0.00% | −498−12.8% | Reduced |
| CWM, LLC | 3,684 | $160.0K | 0.00% | −118−3.1% | Reduced |
| Signaturefd, LLC | 3,692 | $160.3K | 0.00% | −50−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,737 | $162.2K | 0.00% | −98−2.6% | Reduced |
| Horizon Investments, LLC | 4,132 | $177.5K | 0.01% | +35+0.9% | Added |
| Westpac Banking Corp | 4,297 | $186.5K | 0.01% | −173−3.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $188.1K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,433 | $192.4K | 0.02% | +4,433 | New |
| Pinnacle Associates Ltd | 4,647 | $201.7K | 0.00% | +4,647 | New |
| Tower Bridge Advisors | 4,798 | $208.3K | 0.02% | −20.0% | Reduced |
| Profund Advisors LLC | 4,808 | $208.7K | 0.01% | −3,603−42.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,997 | $217.0K | 0.00% | +16+0.3% | Added |
| Cetera Trust Company, N.A | 5,000 | $217.1K | 0.14% | −475−8.7% | Reduced |
| One Capital Management, LLC | 5,025 | $218.1K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 5,041 | $218.8K | 0.09% | +5,041 | New |
| Next Capital Management LLC | 5,069 | $220.0K | 0.09% | +69+1.4% | Added |
| Leavell Investment Management, Inc. | 5,132 | $222.8K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,159 | $224.0K | 0.01% | +174+3.5% | Added |
| RMR Capital Management, LLC | 5,171 | $224.5K | 0.17% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,173 | $224.6K | 0.00% | +237+4.8% | Added |
| Prudential PLC | 5,241 | $227.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,309 | $230.0K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,364 | $232.9K | 0.00% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,459 | $236.9K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,466 | $237.3K | 0.02% | +45+0.8% | Added |
| US Bancorp | 5,493 | $238.4K | 0.00% | +20.0% | Added |
| Everence Capital Management Inc | 5,510 | $239.0K | 0.02% | −9,370−63.0% | Reduced |
| Trust Co of Virginia | 5,589 | $242.6K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 5,653 | $245.4K | 0.00% | −639−10.2% | Reduced |
| Fox Run Management, L.L.C. | 5,653 | $245.4K | 0.04% | +5,653 | New |
| GF Fund Management Co. Ltd. | 5,694 | $247.2K | 0.01% | +5,694 | New |
| First Hawaiian Bank | 5,719 | $248.3K | 0.01% | −104−1.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $250.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,790 | $251.3K | 0.00% | +857+17.4% | Added |
| Empowered Funds, LLC | 5,792 | $251.4K | 0.00% | +546+10.4% | Added |
| Verus Financial Partners, Inc. | 6,320 | $253.4K | 0.03% | −478−7.0% | Reduced |
| Chesapeake Wealth Management | 5,857 | $254.3K | 0.09% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,915 | $256.8K | 0.04% | +34+0.6% | Added |
| PharVision Advisers, LLC | 5,962 | $258.8K | 0.22% | +5,962 | New |
| Boothbay Fund Management, LLC | 5,977 | $259.5K | 0.01% | −6,884−53.5% | Reduced |
| Centiva Capital, LP | 6,230 | $270.4K | 0.01% | −620−9.1% | Reduced |
| Integrity Wealth Solutions LLC | 6,409 | $278.2K | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,580 | $285.6K | 0.01% | −148−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,625 | $287.6K | 0.00% | −332−4.8% | Reduced |
| SG Americas Securities, LLC | 6,849 | $297.0K | 0.00% | −39,050−85.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,979 | $303.0K | 0.01% | −500−6.7% | Reduced |
| Avantax Advisory Services, Inc. | 7,026 | $305.0K | 0.00% | +627+9.8% | Added |
| United Capital Financial Advisers, LLC | 7,224 | $313.6K | 0.00% | +80+1.1% | Added |
| Capital Management Corp | 7,506 | $325.8K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,528 | $326.4K | 0.00% | −3,707−33.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,676 | $333.2K | 0.00% | +779+11.3% | Added |
| Kiker Wealth Management, LLC | 7,753 | $336.5K | 0.27% | +7,753 | New |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $345.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,393 | $347.7K | 0.00% | +191+2.3% | Added |
| Baker Ellis Asset Management LLC | 8,020 | $348.1K | 0.05% | +3,500+77.4% | Added |