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 |
|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 8,245 | $355.1K | 0.01% | −9,412−53.3% | Reduced |
| Shell Asset Management Co | 8,344 | $362.0K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,447 | $366.7K | 0.18% | +8,447 | New |
| GAMMA Investing LLC | 8,460 | $367.2K | 0.03% | +1,080+14.6% | Added |
| Twinbeech Capital LP | 8,764 | $380.4K | 0.01% | −34,724−79.8% | Reduced |
| Catalytic Wealth RIA, LLC | 9,088 | $394.5K | 0.07% | +1,595+21.3% | Added |
| Thompson Siegel & Walmsley LLC | 9,102 | $395.0K | 0.01% | −91−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,534 | $413.9K | 0.01% | +21+0.2% | Added |
| Longfellow Investment Management Co LLC | 9,535 | $413.9K | 0.11% | −612−6.0% | Reduced |
| HBK Sorce Advisory LLC | 9,875 | $428.7K | 0.01% | −196−1.9% | Reduced |
| Ackerman Capital Advisors, LLC | 10,050 | $436.3K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,113 | $439.0K | 0.00% | +919+10.0% | Added |
| Jane Street Group, LLC | 10,391 | $451.1K | 0.00% | −284,657−96.5% | Reduced |
| Pacific Sun Financial Corp | 10,436 | $453.0K | 0.25% | +885+9.3% | Added |
| Tokio Marine Asset Management Co Ltd | 10,608 | $460.5K | 0.02% | −215−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,739 | $466.2K | 0.00% | +1,497+16.2% | Added |
| Howland Capital Management LLC | 11,099 | $481.8K | 0.02% | −40.0% | Reduced |
| Hummer Financial Advisory Services Inc | 11,506 | $499.5K | 0.39% | −216−1.8% | Reduced |
| Algert Global LLC | 12,000 | $520.9K | 0.01% | +2,250+23.1% | Added |
| Winebrenner Capital Management LLC | 12,000 | $520.9K | 0.40% | +12,000 | New |
| Aviva PLC | 12,342 | $535.8K | 0.00% | −12,302−49.9% | Reduced |
| Thrivent Financial for Lutherans | 12,349 | $536.0K | 0.00% | −345,632−96.6% | Reduced |
| Partners in Financial Planning | 12,368 | $536.9K | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,438 | $539.9K | 0.00% | −3,524−22.1% | Reduced |
| XTX Topco Ltd | 12,673 | $550.1K | 0.05% | +7,921+166.7% | Added |
| Aster Capital Management (DIFC) Ltd | 12,677 | $550.3K | 0.21% | +12,677 | New |
| Oak Thistle LLC | 12,884 | $559.3K | 0.17% | +12,884 | New |
| Allspring Global Investments Holdings, LLC | 13,264 | $564.1K | 0.00% | −357−2.6% | Reduced |
| CI Private Wealth, LLC | 13,045 | $566.3K | 0.00% | +2,069+18.9% | Added |
| Quantinno Capital Management LP | 13,529 | $587.3K | 0.01% | +3,224+31.3% | Added |
| Mackenzie Financial Corp | 13,605 | $590.6K | 0.00% | +2,331+20.7% | Added |
| Legacy Capital Group California, Inc. | 13,731 | $596.1K | 0.18% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 13,753 | $597.0K | 0.02% | +13,753 | New |
| New Mexico Educational Retirement Board | 14,300 | $621.0K | 0.02% | −500−3.4% | Reduced |
| Janney Montgomery Scott LLC | 14,461 | $628.0K | 0.00% | +231+1.6% | Added |
| Toroso Investments, LLC | 14,519 | $630.3K | 0.01% | −3,534−19.6% | Reduced |
| Engineers Gate Manager LP | 14,573 | $632.6K | 0.01% | −26,552−64.6% | Reduced |
| Keybank National Association | 14,873 | $645.6K | 0.00% | −283−1.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,302 | $664.3K | 0.05% | −18,345−54.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,478 | $672.0K | 0.01% | +15,478 | New |
| Penserra Capital Management LLC | 15,723 | $681.0K | 0.01% | +118+0.8% | Added |
| Securian Asset Management, Inc | 16,137 | $700.5K | 0.02% | −463−2.8% | Reduced |
| NEOS Investment Management LLC | 16,180 | $702.4K | 0.02% | +3,729+29.9% | Added |
| Louisiana State Employees Retirement System | 16,200 | $703.2K | 0.01% | −700−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 16,247 | $705.0K | 0.01% | −40−0.2% | Reduced |
| Naviter Wealth, LLC | 16,437 | $713.5K | 0.09% | +16,437 | New |
| Horizon Family Wealth, Inc. | 16,746 | $726.9K | 0.48% | +158+1.0% | Added |
| London Co of Virginia | 16,873 | $732.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,044 | $739.9K | 0.08% | +9,689+131.7% | Added |
| Guggenheim Capital LLC | 17,314 | $751.6K | 0.01% | −165,517−90.5% | Reduced |
| Unigestion Holding SA | 17,474 | $758.5K | 0.04% | +5,709+48.5% | Added |
| Maryland State Retirement & Pension System | 17,526 | $760.8K | 0.02% | −1,227−6.5% | Reduced |
| Intech Investment Management LLC | 17,625 | $765.1K | 0.01% | +7,005+66.0% | Added |
| Iron Financial, LLC | 17,674 | $767.2K | 0.43% | +511+3.0% | Added |
| Headlands Technologies LLC | 17,994 | $781.1K | 0.08% | +4,458+32.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 18,015 | $782.0K | 0.08% | −75−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,018 | $782.2K | 0.06% | −161−0.9% | Reduced |
| iA Global Asset Management Inc. | 18,156 | $788.0K | 0.01% | +3,567+24.4% | Added |
| Inceptionr LLC | 18,246 | $792.1K | 0.18% | +18,246 | New |
| Hartford Investment Management Co | 18,426 | $799.9K | 0.03% | −357−1.9% | Reduced |
| Ostrum Asset Management | 18,827 | $817.3K | 0.07% | −774−3.9% | Reduced |
| Generali Asset Management SPA SGR | 19,434 | $843.6K | 0.02% | +19,434 | New |
| Heritage Wealth Advisors | 19,913 | $864.4K | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,300 | $881.2K | 0.11% | +20,300 | New |
| Creative Planning | 20,505 | $890.1K | 0.00% | +4,786+30.4% | Added |
| Kentucky Retirement Systems | 20,625 | $895.3K | 0.03% | −284−1.4% | Reduced |
| Fifth Third Bancorp | 21,064 | $914.4K | 0.00% | +794+3.9% | Added |
| Captrust Financial Advisors | 21,139 | $917.7K | 0.00% | +1,794+9.3% | Added |
| DoubleLine ETF Adviser LP | 21,589 | $937.2K | 0.25% | +183+0.9% | Added |
| Cetera Investment Advisers | 21,768 | $944.9K | 0.00% | −1,546−6.6% | Reduced |
| Atria Investments LLC | 21,838 | $948.0K | 0.01% | −3,854−15.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,068 | $958.0K | 0.01% | +3,965+21.9% | Added |
| Teachers Retirement System of the State of Kentucky | 22,202 | $964.0K | 0.01% | −200−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 22,248 | $965.8K | 0.01% | −558−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 22,751 | $987.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22,845 | $991.7K | 0.05% | +3,429+17.7% | Added |
| Tower Research Capital LLC (TRC) | 23,689 | $1.03M | 0.02% | +2,429+11.4% | Added |
| Robeco Institutional Asset Management B.V. | 23,893 | $1.04M | 0.00% | −33,986−58.7% | Reduced |
| Atlantic Union Bankshares Corp | 24,164 | $1.05M | 0.06% | −167−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 24,590 | $1.07M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 24,814 | $1.08M | 0.00% | −21−0.1% | Reduced |
| Tredje AP-fonden | 24,988 | $1.08M | 0.01% | −24,988−50.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,731 | $1.12M | 0.02% | +30+0.1% | Added |
| Norinchukin Bank, The | 26,928 | $1.17M | 0.02% | +911+3.5% | Added |
| Rockefeller Capital Management L.P. | 27,688 | $1.20M | 0.00% | −3,594−11.5% | Reduced |
| Avanza Fonder AB | 27,893 | $1.21M | 0.04% | +27,893 | New |
| Pathstone Holdings, LLC | 28,219 | $1.22M | 0.01% | +1,494+5.6% | Added |
| Mizuho Securities USA LLC | 28,458 | $1.24M | 0.02% | +8,996+46.2% | Added |
| Nordea Investment Management AB | 29,390 | $1.27M | 0.00% | −505−1.7% | Reduced |
| Brookstone Capital Management | 29,387 | $1.28M | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 29,388 | $1.28M | 0.34% | 00.0% | Unchanged |
| Mariner, LLC | 29,960 | $1.30M | 0.00% | +1,422+5.0% | Added |
| Inspire Trust Co, N.A. | 30,000 | $1.30M | 0.33% | +2,585+9.4% | Added |
| Public Employees Retirement Association of Colorado | 30,383 | $1.32M | 0.01% | −449−1.5% | Reduced |
| GeoWealth Management, LLC | 30,578 | $1.33M | 0.04% | +5,421+21.5% | Added |
| Pacer Advisors, Inc. | 31,003 | $1.35M | 0.00% | +8,253+36.3% | Added |
| Swiss Life Asset Management Ltd | 31,058 | $1.35M | 0.01% | +2,093+7.2% | Added |
| Davenport & Co LLC | 31,165 | $1.35M | 0.01% | +140.0% | Added |
| Elo Mutual Pension Insurance Co | 31,677 | $1.38M | 0.03% | +3,889+14.0% | Added |
| Lighthouse Investment Partners, LLC | 31,909 | $1.39M | 0.05% | −258,091−89.0% | Reduced |