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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, Q2 2025

Institutional positions in UDR, Inc. as of Jun 30, 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
527
+21 vs. Q1 2025
Shares held
331.5M
−1.62M (−0.5%) vs. Q1 2025
Total value
$13.5B
−$1.50B (−10.0%) vs. Q1 2025
New holders
73
203 more added
Sold out
52
172 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 527 institutions
Q1 2021: 438 institutionsQ2 2021: 434 institutionsQ3 2021: 450 institutionsQ4 2021: 471 institutionsQ1 2022: 502 institutionsQ2 2022: 458 institutionsQ3 2022: 444 institutionsQ4 2022: 445 institutionsQ1 2023: 438 institutionsQ2 2023: 442 institutionsQ3 2023: 449 institutionsQ4 2023: 461 institutionsQ1 2024: 453 institutionsQ2 2024: 481 institutionsQ3 2024: 507 institutionsQ4 2024: 513 institutionsQ1 2025: 512 institutionsQ2 2025: 527 institutionsQ3 2025: 512 institutionsQ4 2025: 525 institutionsQ1 2026: 528 institutionsQ2 2026: 522 institutions
Value heldQ2 2025: $13.5B
Q1 2021: $13.1BQ2 2021: $15.4BQ3 2021: $16.8BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $14.8BQ3 2022: $13.5BQ4 2022: $12.5BQ1 2023: $13.6BQ2 2023: $14.1BQ3 2023: $11.4BQ4 2023: $12.3BQ1 2024: $12.2BQ2 2024: $13.3BQ3 2024: $14.9BQ4 2024: $14.5BQ1 2025: $15.0BQ2 2025: $13.5BQ3 2025: $11.3BQ4 2025: $12.5BQ1 2026: $11.0BQ2 2026: $13.5B
Institutions holding UDR and their total value by quarter
QuarterHoldersValue
Q2 2026522$13.5B
Q1 2026528$11.0B
Q4 2025525$12.5B
Q3 2025512$11.3B
Q2 2025527$13.5B
Q1 2025512$15.0B
Q4 2024513$14.5B
Q3 2024507$14.9B
Q2 2024481$13.3B
Q1 2024453$12.2B
Q4 2023461$12.3B
Q3 2023449$11.4B
Q2 2023442$14.1B
Q1 2023438$13.6B
Q4 2022445$12.5B
Q3 2022444$13.5B
Q2 2022458$14.8B
Q1 2022502$18.5B
Q4 2021471$19.2B
Q3 2021450$16.8B
Q2 2021434$15.4B
Q1 2021438$13.1B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2025.

Institutions holding UDR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth14$00.00%00.0%Unchanged
Hemington Wealth Management17$00.00%00.0%Unchanged
Retirement Wealth Solutions LLC0$170.00%0Unchanged
Kiker Wealth Management, LLC1$210.00%−6,813−100.0%Reduced
True Wealth Design, LLC2$820.00%00.0%Unchanged
High Note Wealth, LLC3$1220.00%00.0%Unchanged
Ameritas Advisory Services, LLC3$1220.00%+3New
Bartlett & Co. Wealth Management LLC3$1220.00%+3New
Creative Financial Designs Inc5$2040.00%00.0%Unchanged
Private Wealth Asset Management, LLC6$2450.00%−30−83.3%Reduced
Parkworth Wealth Management, Inc.6$2450.00%+6New
Zions Bancorporation, National Association7$2860.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC8$3270.00%00.0%Unchanged
Sierra Ocean, LLC8$3390.00%00.0%Unchanged
Sound Income Strategies, LLC10$4080.00%+10New
Whipplewood Advisors, LLC11$4490.00%−3−21.4%Reduced
Principia Wealth Advisory, LLC11$4490.00%+1+10.0%Added
Activest Wealth Management12$4900.00%−2−14.3%Reduced
Hughes Financial Services, LLC13$4980.00%+13New
Tortoise Investment Management, LLC13$5310.00%+13New
Bell Investment Advisors, Inc14$5720.00%00.0%Unchanged
American Capital Advisory, LLC14$5720.00%+14New
Clark Wealth Partners15$6120.00%+2+15.4%Added
Signature Resources Capital Management, LLC16$6530.00%+16New
Colonial Trust Co19$7760.00%+14+280.0%Added
NVWM, LLC20$8170.00%+10+100.0%Added
Abound Wealth Management23$9470.00%00.0%Unchanged
Stephens Consulting, LLC24$9800.00%+24New
Harbor Asset Planning, Inc.24$9800.00%+24New
Capital Advisors, Ltd. LLC19$1.00K0.00%−3−13.6%Reduced
WealthTrak Capital Management LLC25$1.02K0.00%−10−28.6%Reduced
Dunhill Financial, LLC25$1.03K0.00%−19−43.2%Reduced
Cornerstone Planning Group LLC27$1.04K0.00%00.0%Unchanged
Rossby Financial, LCC26$1.06K0.00%+26New
Spire Wealth Management27$1.10K0.00%−736−96.5%Reduced
Financial Management Professionals, Inc.39$1.59K0.00%−45−53.6%Reduced
ORG Partners LLC39$1.59K0.00%+39New
TFC Financial Management39$1.59K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC40$1.63K0.00%00.0%Unchanged
Kilter Group LLC40$1.63K0.00%+40New
Oliver Lagore Vanvalin Investment Group38$1.72K0.00%+38New
Fortitude Family Office, LLC45$1.84K0.00%00.0%Unchanged
Horizon Financial Services, LLC50$2.04K0.00%+25+100.0%Added
Raffa Wealth Management, LLC52$2.12K0.00%00.0%Unchanged
Grove Bank & Trust56$2.29K0.00%+16+40.0%Added
Kozak & Associates, Inc.59$2.42K0.00%00.0%Unchanged
Essential Partners LLC60$2.45K0.00%+60New
Sachetta, LLC62$2.53K0.00%+1+1.6%Added
Harbour Investments, Inc.62$2.54K0.00%−1−1.6%Reduced
Howard Hughes Medical Institute65$2.65K0.00%+65New
Kessler Investment Group, LLC68$2.78K0.00%00.0%Unchanged
Solstein Capital, LLC69$2.82K0.00%+69New
MV Capital Management, Inc.71$2.90K0.00%−15−17.4%Reduced
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
NewSquare Capital LLC74$3.02K0.00%−39−34.5%Reduced
Aspect Partners, LLC74$3.02K0.00%00.0%Unchanged
AdvisorNet Financial, Inc78$3.19K0.00%+24+44.4%Added
IMG Wealth Management, Inc.81$3.31K0.00%+81New
Main Street Group, LTD95$3.88K0.00%−283−74.9%Reduced
Hantz Financial Services, Inc.103$4.00K0.00%+103New
SIMA Wealth Partners, LLC100$4.08K0.00%00.0%Unchanged
Dogwood Wealth Management LLC110$4.51K0.00%+110New
Bruce G. Allen Investments, LLC111$4.53K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.118$4.82K0.00%−847−87.8%Reduced
GW&K Investment Management, LLC111$5.00K0.00%+60+117.6%Added
Investors Research Corp130$5.31K0.00%00.0%Unchanged
MAI Capital Management131$5.35K0.00%+76+138.2%Added
CoreCap Advisors, LLC135$5.51K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.144$5.88K0.00%00.0%Unchanged
Private Wealth Management Group, LLC155$6.33K0.00%00.0%Unchanged
Parkside Financial Bank & Trust157$6.41K0.00%+14+9.8%Added
Farmers & Merchants Investments Inc191$7.80K0.00%00.0%Unchanged
First Horizon Advisors, Inc.200$8.17K0.00%00.0%Unchanged
Geneos Wealth Management Inc.200$8.17K0.00%+100+100.0%Added
Twin Peaks Wealth Advisors, LLC217$8.21K0.00%+217New
Clear Street Markets LLC203$8.29K0.00%+203New
Wolff Wiese Magana LLC219$8.94K0.01%+32+17.1%Added
DT Investment Partners, LLC224$9.15K0.00%00.0%Unchanged
Central Trust Co250$10.2K0.00%00.0%Unchanged
Covestor Ltd270$11.0K0.01%−7−2.5%Reduced
South State Corp.271$11.1K0.00%+13+5.0%Added
Cary Street Partner Investment Advisory LLC291$11.9K0.01%+73+33.5%Added
Meeder Asset Management Inc320$13.1K0.00%+192+150.0%Added
Bryn Mawr Trust Co340$13.9K0.00%00.0%Unchanged
Farther Finance Advisors, LLC346$14.1K0.00%+86+33.1%Added
SRS Capital Advisors, Inc.307$15.6K0.00%+58+23.3%Added
NBC Securities, Inc.401$16.0K0.00%+13+3.4%Added
Manchester Capital Management LLC398$16.3K0.00%00.0%Unchanged
JNBA Financial Advisors410$16.7K0.00%+410New
Larson Financial Group LLC429$17.5K0.00%+211+96.8%Added
Salomon & Ludwin, LLC432$17.5K0.00%00.0%Unchanged
Trust Co of Toledo NA432$17.6K0.00%+432New
Gold Investment Management Ltd.445$18.2K0.01%00.0%Unchanged
Tobam472$19.0K0.01%−591−55.6%Reduced
Bogart Wealth, LLC500$20.4K0.00%−11−2.2%Reduced
Duncker Streett & Co Inc500$20.4K0.00%00.0%Unchanged
Simplex Trading, LLC534$21.0K0.00%−176−24.8%Reduced
Massmutual Trust Co FSB604$24.7K0.00%+87+16.8%Added
IFP Advisors, Inc0$24.9K0.00%−116−100.0%Reduced
Webster Bank, N. A.648$26.5K0.00%00.0%Unchanged