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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 661 | $27.0K | 0.00% | +177+36.6% | Added |
| Global Retirement Partners, LLC | 670 | $27.4K | 0.00% | +670 | New |
| TD Private Client Wealth LLC | 683 | $27.9K | 0.00% | −35−4.9% | Reduced |
| Brown Brothers Harriman & Co | 718 | $29.3K | 0.00% | +340+89.9% | Added |
| Cromwell Holdings LLC | 728 | $29.7K | 0.02% | +100+15.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 756 | $30.9K | 0.01% | +8+1.1% | Added |
| Fulcrum Asset Management LLP | 801 | $32.7K | 0.01% | +801 | New |
| Onefund, LLC | 801 | $33.0K | 0.02% | +801 | New |
| Quest Partners LLC | 818 | $33.4K | 0.00% | +818 | New |
| Northwestern Mutual Wealth Management Co | 871 | $35.6K | 0.00% | +335+62.5% | Added |
| MUFG Securities EMEA plc | 887 | $36.2K | 0.00% | +887 | New |
| Hanson & Doremus Investment Management | 918 | $37.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 913 | $37.3K | 0.01% | −37−3.9% | Reduced |
| Smartleaf Asset Management LLC | 966 | $39.3K | 0.00% | −138−12.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 985 | $40.2K | 0.00% | +70+7.7% | Added |
| Sentry Investment Management LLC | 1,038 | $43.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,059 | $43.2K | 0.00% | −283−21.1% | Reduced |
| Private Trust Co NA | 1,095 | $44.7K | 0.00% | +9+0.8% | Added |
| Huntington National Bank | 1,123 | $45.9K | 0.00% | −33−2.9% | Reduced |
| Jones Financial Companies LLLP | 1,137 | $46.3K | 0.00% | −246−17.8% | Reduced |
| Principal Securities, Inc. | 1,155 | $47.2K | 0.00% | +89+8.3% | Added |
| EverSource Wealth Advisors, LLC | 1,155 | $47.2K | 0.00% | +703+155.5% | Added |
| Clearstead Advisors, LLC | 1,242 | $50.7K | 0.00% | +206+19.9% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $52.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,312 | $53.6K | 0.00% | −11−0.8% | Reduced |
| Salem Investment Counselors Inc | 1,349 | $55.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,512 | $61.7K | 0.00% | +1,004+197.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,577 | $64.4K | 0.05% | +1,577 | New |
| Crews Bank & Trust | 1,742 | $71.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,798 | $73.4K | 0.00% | −21−1.2% | Reduced |
| Intact Investment Management Inc. | 1,800 | $73.5K | 0.00% | +200+12.5% | Added |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,161 | $88.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,161 | $88.2K | 0.02% | +55+2.6% | Added |
| Whittier Trust Co | 2,496 | $101.9K | 0.00% | +309+14.1% | Added |
| Atlas Capital Advisors LLC | 2,622 | $107.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,783 | $114.0K | 0.00% | −667−19.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,846 | $116.2K | 0.00% | −194−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,031 | $123.8K | 0.00% | −1,067−26.0% | Reduced |
| CX Institutional | 3,073 | $125.0K | 0.00% | −149−4.6% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $132.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,321 | $135.6K | 0.00% | −407−10.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,335 | $136.2K | 0.01% | +3,335 | New |
| Signaturefd, LLC | 3,649 | $149.0K | 0.00% | +155+4.4% | Added |
| Westpac Banking Corp | 3,969 | $162.1K | 0.01% | −229−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $176.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,335 | $177.0K | 0.00% | +2,246+107.5% | Added |
| Siemens Fonds Invest GmbH | 4,367 | $178.3K | 0.01% | +740+20.4% | Added |
| PEAK6 LLC | 4,423 | $180.6K | 0.01% | +4,423 | New |
| Vestcor Inc | 4,664 | $190.0K | 0.01% | −44,153−90.4% | Reduced |
| US Bancorp | 4,743 | $193.6K | 0.00% | −1,952−29.2% | Reduced |
| National Pension Service | 5,024 | $205.1K | 0.00% | +3,883+340.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,181 | $212.0K | 0.00% | +258+5.2% | Added |
| GTS Securities LLC | 5,217 | $213.0K | 0.01% | +5,217 | New |
| Prudential PLC | 5,241 | $214.0K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,264 | $214.9K | 0.00% | +41+0.8% | Added |
| Stanley-Laman Group, Ltd. | 5,316 | $217.1K | 0.03% | +5,316 | New |
| Patton Fund Management, Inc. | 5,333 | $217.7K | 0.05% | +5,333 | New |
| NorthRock Partners, LLC | 5,489 | $224.1K | 0.01% | +597+12.2% | Added |
| GF Fund Management Co. Ltd. | 5,550 | $226.6K | 0.00% | −387−6.5% | Reduced |
| Wetherby Asset Management Inc | 5,611 | $229.1K | 0.01% | +5,611 | New |
| V-Square Quantitative Management LLC | 5,629 | $229.8K | 0.03% | −286−4.8% | Reduced |
| Cetera Trust Company, N.A | 5,705 | $232.9K | 0.14% | +180+3.3% | Added |
| AlTi Global, Inc. | 5,713 | $233.3K | 0.01% | +291+5.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,758 | $235.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 5,806 | $237.0K | 0.00% | +1,941+50.2% | Added |
| Chesapeake Wealth Management | 5,857 | $239.1K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,937 | $242.4K | 0.03% | −1,353−18.6% | Reduced |
| Winebrenner Capital Management LLC | 6,000 | $245.0K | 0.20% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 6,012 | $245.5K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 6,018 | $245.7K | 0.01% | −112−1.8% | Reduced |
| Machina Capital S.A.S. | 6,218 | $253.9K | 0.05% | +6,218 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,264 | $255.0K | 0.00% | −1,600−20.3% | Reduced |
| Bayforest Capital Ltd | 6,275 | $256.2K | 0.11% | +862+15.9% | Added |
| Verus Financial Partners, Inc. | 6,372 | $259.5K | 0.03% | +27+0.4% | Added |
| Checchi Capital Advisers, LLC | 6,414 | $261.9K | 0.02% | −321−4.8% | Reduced |
| MUFG Securities Americas Inc. | 6,681 | $272.8K | 0.02% | +1,352+25.4% | Added |
| Integrity Wealth Solutions LLC | 6,766 | $276.3K | 0.13% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,972 | $284.7K | 0.06% | +6,972 | New |
| Headlands Technologies LLC | 7,063 | $288.4K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,212 | $294.5K | 0.00% | +1,083+17.7% | Added |
| Prelude Capital Management, LLC | 7,330 | $299.3K | 0.03% | +7,330 | New |
| Exchange Traded Concepts, LLC | 7,438 | $303.7K | 0.00% | +4,029+118.2% | Added |
| Magnetar Financial LLC | 7,469 | $305.0K | 0.00% | +7,469 | New |
| Capital Management Corp | 7,506 | $306.5K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,528 | $307.4K | 0.00% | +7,528 | New |
| Stevens Capital Management LP | 7,649 | $312.0K | 0.08% | −5,679−42.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $324.6K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,022 | $327.5K | 0.02% | +8,022 | New |
| One Capital Management, LLC | 8,215 | $335.4K | 0.01% | +3,480+73.5% | Added |
| Baker Ellis Asset Management LLC | 8,420 | $343.8K | 0.05% | +400+5.0% | Added |
| Medallion Wealth Advisors, LLC | 8,447 | $345.1K | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,607 | $351.4K | 0.00% | +23+0.3% | Added |
| FORA Capital, LLC | 8,620 | $352.0K | 0.04% | +8,620 | New |
| Tower Research Capital LLC (TRC) | 8,703 | $355.3K | 0.01% | −2,670−23.5% | Reduced |
| Trust Co of Virginia | 8,831 | $360.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,886 | $362.8K | 0.02% | −225−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,925 | $364.4K | 0.03% | −619−6.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,980 | $366.7K | 0.02% | +8,980 | New |