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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,038 | $41.0K | 0.03% | +1,038 | New |
| Rothschild Investment LLC | 915 | $41.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 950 | $42.9K | 0.01% | +197+26.2% | Added |
| Ronald Blue Trust, Inc. | 965 | $43.6K | 0.00% | +902+1,431.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $44.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,066 | $46.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,036 | $46.8K | 0.00% | −60−5.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,053 | $47.6K | 0.00% | −398−27.4% | Reduced |
| Tobam | 1,063 | $48.0K | 0.02% | −491−31.6% | Reduced |
| Mather Group, LLC. | 1,079 | $48.7K | 0.00% | +71+7.0% | Added |
| Private Trust Co NA | 1,086 | $49.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,104 | $49.2K | 0.00% | −102−8.5% | Reduced |
| National Pension Service | 1,141 | $51.5K | 0.00% | +1,098+2,553.5% | Added |
| Huntington National Bank | 1,156 | $52.2K | 0.00% | +15+1.3% | Added |
| Wiser Advisor Group LLC | 1,292 | $58.4K | 0.09% | +13+1.0% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $58.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,323 | $59.8K | 0.00% | +503+61.3% | Added |
| Umb Bank N A | 1,342 | $60.6K | 0.00% | +434+47.8% | Added |
| Salem Investment Counselors Inc | 1,349 | $60.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,383 | $61.6K | 0.00% | +214+18.3% | Added |
| Eastern Bank | 1,574 | $71.1K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,600 | $72.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,819 | $75.6K | 0.00% | −3−0.2% | Reduced |
| Lindbrook Capital, LLC | 1,686 | $76.2K | 0.01% | +271+19.2% | Added |
| Crews Bank & Trust | 1,742 | $78.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,784 | $80.5K | 0.02% | +990+124.7% | Added |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,089 | $94.4K | 0.00% | −125−5.6% | Reduced |
| Addison Advisors LLC | 2,106 | $95.1K | 0.03% | +9+0.4% | Added |
| Sandy Spring Bank | 2,150 | $97.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,161 | $97.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $98.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,500 | $112.9K | 0.01% | +1,500+150.0% | Added |
| Atlas Capital Advisors LLC | 2,622 | $118.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,040 | $137.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3,222 | $146.0K | 0.01% | +3,222 | New |
| Washington Trust Advisors, Inc. | 3,242 | $146.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,409 | $154.0K | 0.00% | +79+2.4% | Added |
| Ci Investments Inc. | 3,450 | $156.0K | 0.00% | +65+1.9% | Added |
| CIBC Private Wealth Group, LLC | 4,098 | $156.1K | 0.00% | +1,269+44.9% | Added |
| Signaturefd, LLC | 3,494 | $157.8K | 0.00% | −198−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,627 | $163.8K | 0.01% | +3,627 | New |
| Steward Partners Investment Advisory, LLC | 3,728 | $168.4K | 0.00% | −9−0.2% | Reduced |
| CWM, LLC | 3,865 | $175.0K | 0.00% | +181+4.9% | Added |
| Westpac Banking Corp | 4,198 | $189.6K | 0.01% | −99−2.3% | Reduced |
| Horizon Investments, LLC | 4,339 | $194.0K | 0.01% | +207+5.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $195.8K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,474 | $202.1K | 0.01% | +4,474 | New |
| Coldstream Capital Management Inc | 4,541 | $205.1K | 0.00% | +4,541 | New |
| Commerzbank Aktiengesellschaft | 4,555 | $206.0K | 0.00% | +4,555 | New |
| Jump Financial, LLC | 4,710 | $212.8K | 0.00% | +4,710 | New |
| One Capital Management, LLC | 4,735 | $213.9K | 0.01% | −290−5.8% | Reduced |
| Ground Swell Capital, LLC | 4,735 | $213.9K | 0.49% | +4,735 | New |
| Tower Bridge Advisors | 4,798 | $216.7K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,892 | $221.0K | 0.01% | −267−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,923 | $222.0K | 0.00% | −74−1.5% | Reduced |
| Advisors Capital Management, LLC | 5,079 | $229.4K | 0.00% | +5,079 | New |
| Tiaa Trust, National Association | 5,223 | $235.9K | 0.00% | −141−2.6% | Reduced |
| Prudential PLC | 5,241 | $236.7K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,329 | $240.7K | 0.03% | +896+20.2% | Added |
| Bayforest Capital Ltd | 5,413 | $244.5K | 0.11% | +4,142+325.9% | Added |
| AlTi Global, Inc. | 5,422 | $244.9K | 0.01% | −37−0.7% | Reduced |
| Everence Capital Management Inc | 5,510 | $249.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,525 | $249.6K | 0.16% | +525+10.5% | Added |
| TownSquare Capital, LLC | 5,671 | $256.2K | 0.00% | +498+9.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $260.1K | 0.03% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 6,345 | $260.6K | 0.03% | +25+0.4% | Added |
| Chesapeake Wealth Management | 5,857 | $264.6K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 5,862 | $264.8K | 0.00% | +209+3.7% | Added |
| V-Square Quantitative Management LLC | 5,915 | $267.2K | 0.04% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 5,937 | $268.2K | 0.01% | +243+4.3% | Added |
| Winebrenner Capital Management LLC | 6,000 | $271.0K | 0.24% | −6,000−50.0% | Reduced |
| Leavell Investment Management, Inc. | 6,012 | $271.6K | 0.01% | +880+17.1% | Added |
| Ritholtz Wealth Management | 6,056 | $273.6K | 0.01% | +6,056 | New |
| Empowered Funds, LLC | 6,129 | $276.8K | 0.00% | +337+5.8% | Added |
| Algert Global LLC | 6,130 | $276.9K | 0.01% | −5,870−48.9% | Reduced |
| United Services Automobile Association | 6,306 | $280.9K | 0.01% | +6,306 | New |
| Ontario Teachers Pension Plan Board | 6,320 | $285.5K | 0.00% | +6,320 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,658 | $300.7K | 0.01% | +6,658 | New |
| US Bancorp | 6,695 | $302.4K | 0.00% | +1,202+21.9% | Added |
| Bayesian Capital Management, LP | 6,700 | $302.6K | 0.05% | −13,600−67.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,735 | $304.2K | 0.02% | +1,269+23.2% | Added |
| Integrity Wealth Solutions LLC | 6,766 | $305.6K | 0.17% | +357+5.6% | Added |
| Kiker Wealth Management, LLC | 6,814 | $307.8K | 0.21% | −939−12.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,979 | $315.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 7,063 | $319.0K | 0.04% | −10,931−60.7% | Reduced |
| MBB Public Markets I LLC | 7,290 | $329.3K | 0.04% | +7,290 | New |
| United Capital Financial Advisers, LLC | 7,369 | $332.9K | 0.00% | +145+2.0% | Added |
| Capital Management Corp | 7,506 | $339.0K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,753 | $350.2K | 0.00% | +77+1.0% | Added |
| Jefferies Financial Group Inc. | 7,793 | $352.0K | 0.01% | +7,793 | New |
| Avantax Advisory Services, Inc. | 7,828 | $353.6K | 0.00% | +802+11.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,864 | $355.4K | 0.00% | +336+4.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $359.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,014 | $362.0K | 0.02% | −330−4.0% | Reduced |
| Baker Ellis Asset Management LLC | 8,020 | $362.3K | 0.05% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 8,231 | $371.8K | 0.28% | +8,231 | New |
| Medallion Wealth Advisors, LLC | 8,447 | $381.6K | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,584 | $387.7K | 0.00% | −51,609−85.7% | Reduced |
| Freestone Grove Partners LP | 8,710 | $393.4K | 0.00% | +8,710 | New |