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, Q1 2025
Institutional positions in UDR, Inc. as of Mar 31, 2025. 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
- 512
- +7 vs. Q4 2024
- Shares held
- 333.3M
- +835.0K (+0.3%) vs. Q4 2024
- Total value
- $15.0B
- +$615.1M (+4.3%) vs. Q4 2024
- New holders
- 60
- 196 more added
- Sold out
- 53
- 169 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | −1−5.6% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Retirement Wealth Solutions LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $91 | 0.00% | −24−92.3% | Reduced |
| True Wealth Design, LLC | 2 | $91 | 0.00% | +2 | New |
| West Branch Capital LLC | 3 | $136 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $136 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3 | $136 | 0.00% | +3 | New |
| Colonial Trust Co | 5 | $223 | 0.00% | −1−16.7% | Reduced |
| Creative Financial Designs Inc | 5 | $226 | 0.00% | +5 | New |
| Osterweis Capital Management Inc | 5 | $226 | 0.00% | +5 | New |
| Zions Bancorporation, National Association | 7 | $316 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $362 | 0.00% | −109−93.2% | Reduced |
| Sierra Ocean, LLC | 8 | $375 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $411 | 0.00% | −12−54.5% | Reduced |
| NVWM, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $497 | 0.00% | +11 | New |
| Clark Wealth Partners | 13 | $587 | 0.00% | −2−13.3% | Reduced |
| Activest Wealth Management | 14 | $632 | 0.00% | −246−94.6% | Reduced |
| UMA Financial Services, Inc. | 14 | $633 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $633 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $678 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $813 | 0.00% | +18 | New |
| Whipplewood Advisors, LLC | 14 | $994 | 0.00% | −8−36.4% | Reduced |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.13K | 0.00% | +13+92.9% | Added |
| Horizon Financial Services, LLC | 25 | $1.13K | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 35 | $1.58K | 0.00% | +15+75.0% | Added |
| Private Wealth Asset Management, LLC | 36 | $1.63K | 0.00% | +36 | New |
| TFC Financial Management | 39 | $1.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $1.99K | 0.00% | −16−26.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 44 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 59 | $2.40K | 0.00% | +1+1.7% | Added |
| AdvisorNet Financial, Inc | 54 | $2.44K | 0.00% | −14−20.6% | Reduced |
| MAI Capital Management | 55 | $2.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $2.76K | 0.00% | −1−1.6% | Reduced |
| Harbour Investments, Inc. | 63 | $2.85K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 68 | $3.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $3.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 84 | $3.79K | 0.00% | −12−12.5% | Reduced |
| MV Capital Management, Inc. | 86 | $3.88K | 0.00% | −3−3.4% | Reduced |
| Geneos Wealth Management Inc. | 100 | $4.52K | 0.00% | −251−71.5% | Reduced |
| SIMA Wealth Partners, LLC | 100 | $4.52K | 0.00% | +100 | New |
| Bruce G. Allen Investments, LLC | 111 | $5.01K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 113 | $5.10K | 0.00% | +100+769.2% | Added |
| IFP Advisors, Inc | 116 | $5.24K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 123 | $5.56K | 0.03% | +123 | New |
| Meeder Asset Management Inc | 128 | $5.78K | 0.00% | −73−36.3% | Reduced |
| Investors Research Corp | 130 | $5.87K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $6.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 143 | $6.46K | 0.00% | −9−5.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 144 | $6.50K | 0.00% | +144 | New |
| Private Wealth Management Group, LLC | 155 | $7.00K | 0.00% | −3−1.9% | Reduced |
| Wolff Wiese Magana LLC | 187 | $8.45K | 0.01% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 191 | $8.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 200 | $9.03K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 218 | $9.85K | 0.01% | +31+16.6% | Added |
| Larson Financial Group LLC | 218 | $9.85K | 0.00% | +183+522.9% | Added |
| DT Investment Partners, LLC | 224 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 249 | $11.2K | 0.00% | +117+88.6% | Added |
| Central Trust Co | 250 | $11.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 258 | $11.7K | 0.00% | +258 | New |
| Farther Finance Advisors, LLC | 260 | $11.7K | 0.00% | −349−57.3% | Reduced |
| Covestor Ltd | 277 | $13.0K | 0.01% | −600−68.4% | Reduced |
| Wayfinding Financial, LLC | 298 | $13.0K | 0.01% | +298 | New |
| Bryn Mawr Trust Co | 340 | $15.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 388 | $17.0K | 0.00% | +388 | New |
| Brown Brothers Harriman & Co | 378 | $17.1K | 0.00% | +306+425.0% | Added |
| Main Street Group, LTD | 378 | $17.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 398 | $18.0K | 0.00% | +54+15.7% | Added |
| Salomon & Ludwin, LLC | 432 | $19.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 445 | $20.1K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 445 | $20.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 452 | $20.4K | 0.00% | +151+50.2% | Added |
| Acima Private Wealth, LLC | 455 | $20.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 480 | $21.7K | 0.01% | −2,227−82.3% | Reduced |
| CVA Family Office, LLC | 484 | $21.9K | 0.00% | +11+2.3% | Added |
| Duncker Streett & Co Inc | 500 | $22.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 508 | $22.9K | 0.00% | +3+0.6% | Added |
| Bogart Wealth, LLC | 511 | $23.1K | 0.00% | +11+2.2% | Added |
| Massmutual Trust Co FSB | 517 | $23.4K | 0.00% | −69−11.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 536 | $24.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 612 | $27.6K | 0.00% | +612 | New |
| Cromwell Holdings LLC | 628 | $28.4K | 0.02% | +20+3.3% | Added |
| Webster Bank, N. A. | 648 | $29.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 710 | $32.0K | 0.00% | −227−24.2% | Reduced |
| TD Private Client Wealth LLC | 718 | $32.4K | 0.00% | −39−5.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 748 | $33.8K | 0.01% | +27+3.7% | Added |
| Spire Wealth Management | 763 | $34.5K | 0.00% | +739+3,079.2% | Added |
| Federation des caisses Desjardins du Quebec | 892 | $40.3K | 0.00% | −1,364−60.5% | Reduced |
| Hanson & Doremus Investment Management | 918 | $41.0K | 0.01% | 00.0% | Unchanged |