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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 40,236 | $1.75M | 0.01% | −183,895−82.0% | Reduced |
| Rafferty Asset Management, LLC | 39,512 | $1.72M | 0.01% | −3,151−7.4% | Reduced |
| Mercer Global Advisors Inc | 39,404 | $1.71M | 0.00% | +34,923+779.4% | Added |
| M&T Bank Corp | 37,926 | $1.65M | 0.01% | −700−1.8% | Reduced |
| Ossiam | 36,238 | $1.57M | 0.03% | +5,579+18.2% | Added |
| The PNC Financial Services Group, Inc. | 36,051 | $1.56M | 0.00% | −1,031−2.8% | Reduced |
| Mutual of America Capital Management LLC | 35,969 | $1.56M | 0.02% | −990−2.7% | Reduced |
| Telos Capital Management, Inc. | 34,831 | $1.51M | 0.16% | +137+0.4% | Added |
| CPA Asset Management LLC | 34,652 | $1.50M | 0.70% | −3,380−8.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 33,720 | $1.46M | 0.14% | +33,720 | New |
| JustInvest LLC | 33,519 | $1.46M | 0.02% | +3,832+12.9% | Added |
| Harvest Portfolios Group Inc. | 32,819 | $1.42M | 0.05% | −1,844−5.3% | Reduced |
| Versor Investments LP | 32,500 | $1.41M | 0.24% | +23,600+265.2% | Added |
| Lighthouse Investment Partners, LLC | 31,909 | $1.39M | 0.05% | −258,091−89.0% | Reduced |
| Elo Mutual Pension Insurance Co | 31,677 | $1.38M | 0.03% | +3,889+14.0% | Added |
| Davenport & Co LLC | 31,165 | $1.35M | 0.01% | +140.0% | Added |
| Swiss Life Asset Management Ltd | 31,058 | $1.35M | 0.01% | +2,093+7.2% | Added |
| Pacer Advisors, Inc. | 31,003 | $1.35M | 0.00% | +8,253+36.3% | Added |
| GeoWealth Management, LLC | 30,578 | $1.33M | 0.04% | +5,421+21.5% | Added |
| Public Employees Retirement Association of Colorado | 30,383 | $1.32M | 0.01% | −449−1.5% | Reduced |
| Inspire Trust Co, N.A. | 30,000 | $1.30M | 0.33% | +2,585+9.4% | Added |
| Mariner, LLC | 29,960 | $1.30M | 0.00% | +1,422+5.0% | Added |
| Pensionfund Sabic | 29,388 | $1.28M | 0.34% | 00.0% | Unchanged |
| Brookstone Capital Management | 29,387 | $1.28M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 29,390 | $1.27M | 0.00% | −505−1.7% | Reduced |
| Mizuho Securities USA LLC | 28,458 | $1.24M | 0.02% | +8,996+46.2% | Added |
| Pathstone Holdings, LLC | 28,219 | $1.22M | 0.01% | +1,494+5.6% | Added |
| Avanza Fonder AB | 27,893 | $1.21M | 0.04% | +27,893 | New |
| Rockefeller Capital Management L.P. | 27,688 | $1.20M | 0.00% | −3,594−11.5% | Reduced |
| Norinchukin Bank, The | 26,928 | $1.17M | 0.02% | +911+3.5% | Added |
| Oregon Public Employees Retirement Fund | 25,731 | $1.12M | 0.02% | +30+0.1% | Added |
| Tredje AP-fonden | 24,988 | $1.08M | 0.01% | −24,988−50.0% | Reduced |
| Brown Advisory Inc | 24,814 | $1.08M | 0.00% | −21−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,590 | $1.07M | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 24,164 | $1.05M | 0.06% | −167−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 23,893 | $1.04M | 0.00% | −33,986−58.7% | Reduced |
| Tower Research Capital LLC (TRC) | 23,689 | $1.03M | 0.02% | +2,429+11.4% | Added |
| Venturi Wealth Management, LLC | 22,845 | $991.7K | 0.05% | +3,429+17.7% | Added |
| Illinois Municipal Retirement Fund | 22,751 | $987.6K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 22,248 | $965.8K | 0.01% | −558−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,202 | $964.0K | 0.01% | −200−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,068 | $958.0K | 0.01% | +3,965+21.9% | Added |
| Atria Investments LLC | 21,838 | $948.0K | 0.01% | −3,854−15.0% | Reduced |
| Cetera Investment Advisers | 21,768 | $944.9K | 0.00% | −1,546−6.6% | Reduced |
| DoubleLine ETF Adviser LP | 21,589 | $937.2K | 0.25% | +183+0.9% | Added |
| Captrust Financial Advisors | 21,139 | $917.7K | 0.00% | +1,794+9.3% | Added |
| Fifth Third Bancorp | 21,064 | $914.4K | 0.00% | +794+3.9% | Added |
| Kentucky Retirement Systems | 20,625 | $895.3K | 0.03% | −284−1.4% | Reduced |
| Creative Planning | 20,505 | $890.1K | 0.00% | +4,786+30.4% | Added |
| Bayesian Capital Management, LP | 20,300 | $881.2K | 0.11% | +20,300 | New |
| Heritage Wealth Advisors | 19,913 | $864.4K | 0.04% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 19,434 | $843.6K | 0.02% | +19,434 | New |
| Ostrum Asset Management | 18,827 | $817.3K | 0.07% | −774−3.9% | Reduced |
| Hartford Investment Management Co | 18,426 | $799.9K | 0.03% | −357−1.9% | Reduced |
| Inceptionr LLC | 18,246 | $792.1K | 0.18% | +18,246 | New |
| iA Global Asset Management Inc. | 18,156 | $788.0K | 0.01% | +3,567+24.4% | Added |
| Kingswood Wealth Advisors, LLC | 18,018 | $782.2K | 0.06% | −161−0.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 18,015 | $782.0K | 0.08% | −75−0.4% | Reduced |
| Headlands Technologies LLC | 17,994 | $781.1K | 0.08% | +4,458+32.9% | Added |
| Iron Financial, LLC | 17,674 | $767.2K | 0.43% | +511+3.0% | Added |
| Intech Investment Management LLC | 17,625 | $765.1K | 0.01% | +7,005+66.0% | Added |
| Maryland State Retirement & Pension System | 17,526 | $760.8K | 0.02% | −1,227−6.5% | Reduced |
| Unigestion Holding SA | 17,474 | $758.5K | 0.04% | +5,709+48.5% | Added |
| Guggenheim Capital LLC | 17,314 | $751.6K | 0.01% | −165,517−90.5% | Reduced |
| Landscape Capital Management, L.L.C. | 17,044 | $739.9K | 0.08% | +9,689+131.7% | Added |
| London Co of Virginia | 16,873 | $732.5K | 0.00% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 16,746 | $726.9K | 0.48% | +158+1.0% | Added |
| Naviter Wealth, LLC | 16,437 | $713.5K | 0.09% | +16,437 | New |
| Crossmark Global Holdings, Inc. | 16,247 | $705.0K | 0.01% | −40−0.2% | Reduced |
| Louisiana State Employees Retirement System | 16,200 | $703.2K | 0.01% | −700−4.1% | Reduced |
| NEOS Investment Management LLC | 16,180 | $702.4K | 0.02% | +3,729+29.9% | Added |
| Securian Asset Management, Inc | 16,137 | $700.5K | 0.02% | −463−2.8% | Reduced |
| Penserra Capital Management LLC | 15,723 | $681.0K | 0.01% | +118+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,478 | $672.0K | 0.01% | +15,478 | New |
| Campbell & CO Investment Adviser LLC | 15,302 | $664.3K | 0.05% | −18,345−54.5% | Reduced |
| Keybank National Association | 14,873 | $645.6K | 0.00% | −283−1.9% | Reduced |
| Engineers Gate Manager LP | 14,573 | $632.6K | 0.01% | −26,552−64.6% | Reduced |
| Toroso Investments, LLC | 14,519 | $630.3K | 0.01% | −3,534−19.6% | Reduced |
| Janney Montgomery Scott LLC | 14,461 | $628.0K | 0.00% | +231+1.6% | Added |
| New Mexico Educational Retirement Board | 14,300 | $621.0K | 0.02% | −500−3.4% | Reduced |
| Cary Street Partners Financial LLC | 13,753 | $597.0K | 0.02% | +13,753 | New |
| Legacy Capital Group California, Inc. | 13,731 | $596.1K | 0.18% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,605 | $590.6K | 0.00% | +2,331+20.7% | Added |
| Quantinno Capital Management LP | 13,529 | $587.3K | 0.01% | +3,224+31.3% | Added |
| CI Private Wealth, LLC | 13,045 | $566.3K | 0.00% | +2,069+18.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,264 | $564.1K | 0.00% | −357−2.6% | Reduced |
| Oak Thistle LLC | 12,884 | $559.3K | 0.17% | +12,884 | New |
| Aster Capital Management (DIFC) Ltd | 12,677 | $550.3K | 0.21% | +12,677 | New |
| XTX Topco Ltd | 12,673 | $550.1K | 0.05% | +7,921+166.7% | Added |
| Panagora Asset Management Inc | 12,438 | $539.9K | 0.00% | −3,524−22.1% | Reduced |
| Partners in Financial Planning | 12,368 | $536.9K | 0.11% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,349 | $536.0K | 0.00% | −345,632−96.6% | Reduced |
| Aviva PLC | 12,342 | $535.8K | 0.00% | −12,302−49.9% | 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 |
| Hummer Financial Advisory Services Inc | 11,506 | $499.5K | 0.39% | −216−1.8% | Reduced |
| Howland Capital Management LLC | 11,099 | $481.8K | 0.02% | −40.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,739 | $466.2K | 0.00% | +1,497+16.2% | Added |
| Tokio Marine Asset Management Co Ltd | 10,608 | $460.5K | 0.02% | −215−2.0% | Reduced |
| Pacific Sun Financial Corp | 10,436 | $453.0K | 0.25% | +885+9.3% | Added |