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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 10,391 | $451.1K | 0.00% | −284,657−96.5% | Reduced |
| Stifel Financial Corp | 10,113 | $439.0K | 0.00% | +919+10.0% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $436.3K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,875 | $428.7K | 0.01% | −196−1.9% | Reduced |
| Longfellow Investment Management Co LLC | 9,535 | $413.9K | 0.11% | −612−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,534 | $413.9K | 0.01% | +21+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 9,102 | $395.0K | 0.01% | −91−1.0% | Reduced |
| Catalytic Wealth RIA, LLC | 9,088 | $394.5K | 0.07% | +1,595+21.3% | Added |
| Twinbeech Capital LP | 8,764 | $380.4K | 0.01% | −34,724−79.8% | Reduced |
| GAMMA Investing LLC | 8,460 | $367.2K | 0.03% | +1,080+14.6% | Added |
| Medallion Wealth Advisors, LLC | 8,447 | $366.7K | 0.18% | +8,447 | New |
| Shell Asset Management Co | 8,344 | $362.0K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,245 | $355.1K | 0.01% | −9,412−53.3% | Reduced |
| Baker Ellis Asset Management LLC | 8,020 | $348.1K | 0.05% | +3,500+77.4% | Added |
| Sanctuary Advisors, LLC | 8,393 | $347.7K | 0.00% | +191+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $345.1K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 7,753 | $336.5K | 0.27% | +7,753 | New |
| Sequoia Financial Advisors, LLC | 7,676 | $333.2K | 0.00% | +779+11.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,528 | $326.4K | 0.00% | −3,707−33.0% | Reduced |
| Capital Management Corp | 7,506 | $325.8K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,224 | $313.6K | 0.00% | +80+1.1% | Added |
| Avantax Advisory Services, Inc. | 7,026 | $305.0K | 0.00% | +627+9.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,979 | $303.0K | 0.01% | −500−6.7% | Reduced |
| SG Americas Securities, LLC | 6,849 | $297.0K | 0.00% | −39,050−85.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,625 | $287.6K | 0.00% | −332−4.8% | Reduced |
| Wetherby Asset Management Inc | 6,580 | $285.6K | 0.01% | −148−2.2% | Reduced |
| Integrity Wealth Solutions LLC | 6,409 | $278.2K | 0.16% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,230 | $270.4K | 0.01% | −620−9.1% | Reduced |
| Boothbay Fund Management, LLC | 5,977 | $259.5K | 0.01% | −6,884−53.5% | Reduced |
| PharVision Advisers, LLC | 5,962 | $258.8K | 0.22% | +5,962 | New |
| V-Square Quantitative Management LLC | 5,915 | $256.8K | 0.04% | +34+0.6% | Added |
| Chesapeake Wealth Management | 5,857 | $254.3K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 6,320 | $253.4K | 0.03% | −478−7.0% | Reduced |
| Empowered Funds, LLC | 5,792 | $251.4K | 0.00% | +546+10.4% | Added |
| Capstone Investment Advisors, LLC | 5,790 | $251.3K | 0.00% | +857+17.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $250.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,719 | $248.3K | 0.01% | −104−1.8% | Reduced |
| GF Fund Management Co. Ltd. | 5,694 | $247.2K | 0.01% | +5,694 | New |
| Fox Run Management, L.L.C. | 5,653 | $245.4K | 0.04% | +5,653 | New |
| Truist Financial Corp | 5,653 | $245.4K | 0.00% | −639−10.2% | Reduced |
| Trust Co of Virginia | 5,589 | $242.6K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,510 | $239.0K | 0.02% | −9,370−63.0% | Reduced |
| US Bancorp | 5,493 | $238.4K | 0.00% | +20.0% | Added |
| Checchi Capital Advisers, LLC | 5,466 | $237.3K | 0.02% | +45+0.8% | Added |
| AlTi Global, Inc. | 5,459 | $236.9K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,364 | $232.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,309 | $230.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 5,241 | $227.5K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,173 | $224.6K | 0.00% | +237+4.8% | Added |
| RMR Capital Management, LLC | 5,171 | $224.5K | 0.17% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,159 | $224.0K | 0.01% | +174+3.5% | Added |
| Leavell Investment Management, Inc. | 5,132 | $222.8K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,069 | $220.0K | 0.09% | +69+1.4% | Added |
| Farringdon Capital, Ltd. | 5,041 | $218.8K | 0.09% | +5,041 | New |
| One Capital Management, LLC | 5,025 | $218.1K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,000 | $217.1K | 0.14% | −475−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,997 | $217.0K | 0.00% | +16+0.3% | Added |
| Profund Advisors LLC | 4,808 | $208.7K | 0.01% | −3,603−42.8% | Reduced |
| Tower Bridge Advisors | 4,798 | $208.3K | 0.02% | −20.0% | Reduced |
| Pinnacle Associates Ltd | 4,647 | $201.7K | 0.00% | +4,647 | New |
| MUFG Securities Americas Inc. | 4,433 | $192.4K | 0.02% | +4,433 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $188.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,297 | $186.5K | 0.01% | −173−3.9% | Reduced |
| Horizon Investments, LLC | 4,132 | $177.5K | 0.01% | +35+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,737 | $162.2K | 0.00% | −98−2.6% | Reduced |
| Signaturefd, LLC | 3,692 | $160.3K | 0.00% | −50−1.3% | Reduced |
| CWM, LLC | 3,684 | $160.0K | 0.00% | −118−3.1% | Reduced |
| Ci Investments Inc. | 3,385 | $147.0K | 0.00% | −498−12.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,335 | $144.8K | 0.01% | +3,335 | New |
| Exchange Traded Concepts, LLC | 3,330 | $144.6K | 0.00% | +269+8.8% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $140.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,040 | $132.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,723 | $118.2K | 0.00% | −217−7.4% | Reduced |
| Quarry LP | 2,707 | $117.5K | 0.02% | −7,716−74.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,829 | $116.6K | 0.00% | −936−24.9% | Reduced |
| Atlas Capital Advisors LLC | 2,622 | $113.8K | 0.01% | +2,622 | New |
| Federation des caisses Desjardins du Quebec | 2,256 | $97.8K | 0.00% | +239+11.8% | Added |
| Parallel Advisors, LLC | 2,214 | $96.1K | 0.00% | −202−8.4% | Reduced |
| Whittier Trust Co | 2,187 | $94.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,161 | $93.8K | 0.00% | +2,161 | New |
| Sandy Spring Bank | 2,150 | $93.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,097 | $91.0K | 0.03% | −10.0% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,007 | $87.1K | 0.09% | +2,007 | New |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | −3,529−64.2% | Reduced |
| Crews Bank & Trust | 1,742 | $75.6K | 0.01% | +1,742 | New |
| Allworth Financial LP | 1,822 | $73.8K | 0.00% | +20+1.1% | Added |
| Intact Investment Management Inc. | 1,600 | $69.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,574 | $68.3K | 0.00% | +1,574 | New |
| Tobam | 1,554 | $67.0K | 0.02% | +208+15.5% | Added |
| Quadrant Capital Group LLC | 1,484 | $64.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,461 | $63.4K | 0.04% | −716−32.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,451 | $63.0K | 0.00% | +1,451 | New |
| Lindbrook Capital, LLC | 1,415 | $61.4K | 0.01% | +3+0.2% | Added |
| Salem Investment Counselors Inc | 1,349 | $58.6K | 0.00% | +520+62.7% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $56.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,279 | $55.5K | 0.08% | +12+0.9% | Added |
| Continuum Advisory, LLC | 1,275 | $55.3K | 0.01% | +351+38.0% | Added |
| Bayforest Capital Ltd | 1,271 | $55.2K | 0.07% | +1,271 | New |
| Smartleaf Asset Management LLC | 1,206 | $51.9K | 0.01% | +491+68.7% | Added |
| Jones Financial Companies LLLP | 1,169 | $50.8K | 0.00% | +16+1.4% | Added |