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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,104 | $49.2K | 0.00% | −102−8.5% | Reduced |
| Private Trust Co NA | 1,086 | $49.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,079 | $48.7K | 0.00% | +71+7.0% | Added |
| Tobam | 1,063 | $48.0K | 0.02% | −491−31.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,053 | $47.6K | 0.00% | −398−27.4% | Reduced |
| Clearstead Advisors, LLC | 1,036 | $46.8K | 0.00% | −60−5.5% | Reduced |
| Principal Securities, Inc. | 1,066 | $46.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $44.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 965 | $43.6K | 0.00% | +902+1,431.7% | Added |
| Versant Capital Management, Inc | 950 | $42.9K | 0.01% | +197+26.2% | Added |
| Rothschild Investment LLC | 915 | $41.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 918 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,038 | $41.0K | 0.03% | +1,038 | New |
| Federation des caisses Desjardins du Quebec | 892 | $40.3K | 0.00% | −1,364−60.5% | Reduced |
| Spire Wealth Management | 763 | $34.5K | 0.00% | +739+3,079.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 748 | $33.8K | 0.01% | +27+3.7% | Added |
| TD Private Client Wealth LLC | 718 | $32.4K | 0.00% | −39−5.2% | Reduced |
| Simplex Trading, LLC | 710 | $32.0K | 0.00% | −227−24.2% | Reduced |
| Webster Bank, N. A. | 648 | $29.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 628 | $28.4K | 0.02% | +20+3.3% | Added |
| Beaird Harris Wealth Management, LLC | 612 | $27.6K | 0.00% | +612 | New |
| Northwestern Mutual Wealth Management Co | 536 | $24.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 517 | $23.4K | 0.00% | −69−11.8% | Reduced |
| Bogart Wealth, LLC | 511 | $23.1K | 0.00% | +11+2.2% | Added |
| Assetmark, Inc | 508 | $22.9K | 0.00% | +3+0.6% | Added |
| Duncker Streett & Co Inc | 500 | $22.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 484 | $21.9K | 0.00% | +11+2.3% | Added |
| Quarry LP | 480 | $21.7K | 0.01% | −2,227−82.3% | Reduced |
| Acima Private Wealth, LLC | 455 | $20.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 452 | $20.4K | 0.00% | +151+50.2% | Added |
| Gold Investment Management Ltd. | 445 | $20.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 445 | $20.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $19.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 398 | $18.0K | 0.00% | +54+15.7% | Added |
| Main Street Group, LTD | 378 | $17.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 378 | $17.1K | 0.00% | +306+425.0% | Added |
| NBC Securities, Inc. | 388 | $17.0K | 0.00% | +388 | New |
| Bryn Mawr Trust Co | 340 | $15.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $13.0K | 0.01% | −600−68.4% | Reduced |
| Wayfinding Financial, LLC | 298 | $13.0K | 0.01% | +298 | New |
| Farther Finance Advisors, LLC | 260 | $11.7K | 0.00% | −349−57.3% | Reduced |
| South State Corp. | 258 | $11.7K | 0.00% | +258 | New |
| Central Trust Co | 250 | $11.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 249 | $11.2K | 0.00% | +117+88.6% | Added |
| DT Investment Partners, LLC | 224 | $10.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| First Horizon Advisors, Inc. | 200 | $9.03K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 191 | $8.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 187 | $8.45K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 155 | $7.00K | 0.00% | −3−1.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 144 | $6.50K | 0.00% | +144 | New |
| Parkside Financial Bank & Trust | 143 | $6.46K | 0.00% | −9−5.9% | Reduced |
| CoreCap Advisors, LLC | 135 | $6.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.87K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 128 | $5.78K | 0.00% | −73−36.3% | Reduced |
| Saudi Central Bank | 123 | $5.56K | 0.03% | +123 | New |
| IFP Advisors, Inc | 116 | $5.24K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 113 | $5.10K | 0.00% | +100+769.2% | Added |
| Bruce G. Allen Investments, LLC | 111 | $5.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.52K | 0.00% | −251−71.5% | Reduced |
| SIMA Wealth Partners, LLC | 100 | $4.52K | 0.00% | +100 | New |
| MV Capital Management, Inc. | 86 | $3.88K | 0.00% | −3−3.4% | Reduced |
| Financial Management Professionals, Inc. | 84 | $3.79K | 0.00% | −12−12.5% | Reduced |
| Aspect Partners, LLC | 74 | $3.34K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 68 | $3.07K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $2.76K | 0.00% | −1−1.6% | Reduced |
| Global Financial Private Client, LLC | 56 | $2.53K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 55 | $2.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 54 | $2.44K | 0.00% | −14−20.6% | Reduced |
| Kozak & Associates, Inc. | 59 | $2.40K | 0.00% | +1+1.7% | Added |
| Raffa Wealth Management, LLC | 52 | $2.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $1.99K | 0.00% | −16−26.7% | Reduced |
| Prestige Wealth Management Group LLC | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 36 | $1.63K | 0.00% | +36 | New |
| WealthTrak Capital Management LLC | 35 | $1.58K | 0.00% | +15+75.0% | Added |
| Cornerstone Planning Group LLC | 27 | $1.13K | 0.00% | +13+92.9% | Added |
| Horizon Financial Services, LLC | 25 | $1.13K | 0.00% | +25 | New |
| Abound Wealth Management | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $994 | 0.00% | −8−36.4% | Reduced |
| Rise Advisors, LLC | 18 | $813 | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 15 | $678 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $633 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $633 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $632 | 0.00% | −246−94.6% | Reduced |
| Clark Wealth Partners | 13 | $587 | 0.00% | −2−13.3% | Reduced |
| Rialto Wealth Management, LLC | 11 | $497 | 0.00% | +11 | New |
| NVWM, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $411 | 0.00% | −12−54.5% | Reduced |
| Sierra Ocean, LLC | 8 | $375 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $362 | 0.00% | −109−93.2% | Reduced |