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 |
|---|---|---|---|---|---|
| Ackerman Capital Advisors, LLC | 10,050 | $454.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,850 | $444.9K | 0.01% | −25−0.3% | Reduced |
| Stifel Financial Corp | 9,810 | $443.1K | 0.00% | −303−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,576 | $432.5K | 0.01% | +42+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,544 | $431.1K | 0.03% | +9,544 | New |
| Longfellow Investment Management Co LLC | 9,535 | $430.7K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,447 | $426.7K | 0.00% | −172,237−94.8% | Reduced |
| LMR Partners LLP | 9,342 | $422.0K | 0.01% | +9,342 | New |
| GAMMA Investing LLC | 9,111 | $411.5K | 0.03% | +651+7.7% | Added |
| Thompson Siegel & Walmsley LLC | 9,102 | $411.0K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,897 | $401.9K | 0.01% | +8,897 | New |
| Trust Co of Virginia | 8,831 | $398.9K | 0.04% | +3,242+58.0% | Added |
| Freestone Grove Partners LP | 8,710 | $393.4K | 0.00% | +8,710 | New |
| Squarepoint Ops LLC | 8,584 | $387.7K | 0.00% | −51,609−85.7% | Reduced |
| Medallion Wealth Advisors, LLC | 8,447 | $381.6K | 0.17% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 8,231 | $371.8K | 0.28% | +8,231 | New |
| Baker Ellis Asset Management LLC | 8,020 | $362.3K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,014 | $362.0K | 0.02% | −330−4.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $359.1K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,864 | $355.4K | 0.00% | +336+4.5% | Added |
| Avantax Advisory Services, Inc. | 7,828 | $353.6K | 0.00% | +802+11.4% | Added |
| Jefferies Financial Group Inc. | 7,793 | $352.0K | 0.01% | +7,793 | New |
| Sequoia Financial Advisors, LLC | 7,753 | $350.2K | 0.00% | +77+1.0% | Added |
| Capital Management Corp | 7,506 | $339.0K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,369 | $332.9K | 0.00% | +145+2.0% | Added |
| MBB Public Markets I LLC | 7,290 | $329.3K | 0.04% | +7,290 | New |
| Headlands Technologies LLC | 7,063 | $319.0K | 0.04% | −10,931−60.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,979 | $315.2K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 6,814 | $307.8K | 0.21% | −939−12.1% | Reduced |
| Integrity Wealth Solutions LLC | 6,766 | $305.6K | 0.17% | +357+5.6% | Added |
| Checchi Capital Advisers, LLC | 6,735 | $304.2K | 0.02% | +1,269+23.2% | Added |
| Bayesian Capital Management, LP | 6,700 | $302.6K | 0.05% | −13,600−67.0% | Reduced |
| US Bancorp | 6,695 | $302.4K | 0.00% | +1,202+21.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,658 | $300.7K | 0.01% | +6,658 | New |
| Ontario Teachers Pension Plan Board | 6,320 | $285.5K | 0.00% | +6,320 | New |
| United Services Automobile Association | 6,306 | $280.9K | 0.01% | +6,306 | New |
| Algert Global LLC | 6,130 | $276.9K | 0.01% | −5,870−48.9% | Reduced |
| Empowered Funds, LLC | 6,129 | $276.8K | 0.00% | +337+5.8% | Added |
| Ritholtz Wealth Management | 6,056 | $273.6K | 0.01% | +6,056 | New |
| Leavell Investment Management, Inc. | 6,012 | $271.6K | 0.01% | +880+17.1% | Added |
| Winebrenner Capital Management LLC | 6,000 | $271.0K | 0.24% | −6,000−50.0% | Reduced |
| GF Fund Management Co. Ltd. | 5,937 | $268.2K | 0.01% | +243+4.3% | Added |
| V-Square Quantitative Management LLC | 5,915 | $267.2K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 5,862 | $264.8K | 0.00% | +209+3.7% | Added |
| Chesapeake Wealth Management | 5,857 | $264.6K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 6,345 | $260.6K | 0.03% | +25+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $260.1K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,671 | $256.2K | 0.00% | +498+9.6% | Added |
| Cetera Trust Company, N.A | 5,525 | $249.6K | 0.16% | +525+10.5% | Added |
| Everence Capital Management Inc | 5,510 | $249.0K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,422 | $244.9K | 0.01% | −37−0.7% | Reduced |
| Bayforest Capital Ltd | 5,413 | $244.5K | 0.11% | +4,142+325.9% | Added |
| MUFG Securities Americas Inc. | 5,329 | $240.7K | 0.03% | +896+20.2% | Added |
| Prudential PLC | 5,241 | $236.7K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,223 | $235.9K | 0.00% | −141−2.6% | Reduced |
| Advisors Capital Management, LLC | 5,079 | $229.4K | 0.00% | +5,079 | New |
| Cambridge Investment Research Advisors, Inc. | 4,923 | $222.0K | 0.00% | −74−1.5% | Reduced |
| NorthRock Partners, LLC | 4,892 | $221.0K | 0.01% | −267−5.2% | Reduced |
| Tower Bridge Advisors | 4,798 | $216.7K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 4,735 | $213.9K | 0.49% | +4,735 | New |
| One Capital Management, LLC | 4,735 | $213.9K | 0.01% | −290−5.8% | Reduced |
| Jump Financial, LLC | 4,710 | $212.8K | 0.00% | +4,710 | New |
| Commerzbank Aktiengesellschaft | 4,555 | $206.0K | 0.00% | +4,555 | New |
| Coldstream Capital Management Inc | 4,541 | $205.1K | 0.00% | +4,541 | New |
| Atomi Financial Group, Inc. | 4,474 | $202.1K | 0.01% | +4,474 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $195.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,339 | $194.0K | 0.01% | +207+5.0% | Added |
| Westpac Banking Corp | 4,198 | $189.6K | 0.01% | −99−2.3% | Reduced |
| CWM, LLC | 3,865 | $175.0K | 0.00% | +181+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,728 | $168.4K | 0.00% | −9−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,627 | $163.8K | 0.01% | +3,627 | New |
| Signaturefd, LLC | 3,494 | $157.8K | 0.00% | −198−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 4,098 | $156.1K | 0.00% | +1,269+44.9% | Added |
| Ci Investments Inc. | 3,450 | $156.0K | 0.00% | +65+1.9% | Added |
| Exchange Traded Concepts, LLC | 3,409 | $154.0K | 0.00% | +79+2.4% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $146.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 3,222 | $146.0K | 0.01% | +3,222 | New |
| Ameritas Investment Partners, Inc. | 3,040 | $137.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,622 | $118.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,500 | $112.9K | 0.01% | +1,500+150.0% | Added |
| Whittier Trust Co | 2,187 | $98.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,161 | $97.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $97.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,106 | $95.1K | 0.03% | +9+0.4% | Added |
| Parallel Advisors, LLC | 2,089 | $94.4K | 0.00% | −125−5.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,784 | $80.5K | 0.02% | +990+124.7% | Added |
| Crews Bank & Trust | 1,742 | $78.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,686 | $76.2K | 0.01% | +271+19.2% | Added |
| Allworth Financial LP | 1,819 | $75.6K | 0.00% | −3−0.2% | Reduced |
| Intact Investment Management Inc. | 1,600 | $72.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,574 | $71.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,383 | $61.6K | 0.00% | +214+18.3% | Added |
| Salem Investment Counselors Inc | 1,349 | $60.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,342 | $60.6K | 0.00% | +434+47.8% | Added |
| Federated Hermes, Inc. | 1,323 | $59.8K | 0.00% | +503+61.3% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $58.5K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,292 | $58.4K | 0.09% | +13+1.0% | Added |
| Huntington National Bank | 1,156 | $52.2K | 0.00% | +15+1.3% | Added |
| National Pension Service | 1,141 | $51.5K | 0.00% | +1,098+2,553.5% | Added |