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Livermore
Livermore
ZHEN

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
Thompson Siegel & Walmsley LLC9,042$369.0K0.01%−60−0.7%Reduced
United Capital Financial Advisers, LLC9,340$381.4K0.00%+1,971+26.7%Added
Campbell & CO Investment Adviser LLC9,352$381.8K0.02%−11,942−56.1%Reduced
Avantax Advisory Services, Inc.9,380$383.0K0.00%+1,552+19.8%Added
Longfellow Investment Management Co LLC9,535$389.3K0.10%00.0%Unchanged
HBK Sorce Advisory LLC9,535$389.3K0.01%−315−3.2%Reduced
Northwestern Mutual Investment Management Company, LLC9,618$392.7K0.01%+42+0.4%Added
Everence Capital Management Inc9,920$405.0K0.03%+4,410+80.0%Added
Bessemer Group Inc9,924$406.0K0.00%−15,332−60.7%Reduced
Ackerman Capital Advisors, LLC10,050$410.3K0.10%00.0%Unchanged
Stifel Financial Corp10,160$414.8K0.00%+350+3.6%Added
CI Private Wealth, LLC10,609$433.2K0.00%−454−4.1%Reduced
Contravisory Investment Management, Inc.11,536$471.0K0.09%+11,536New
Perbak Capital Partners LLP11,550$471.6K0.11%+3,319+40.3%Added
Catalytic Wealth RIA, LLC11,558$471.9K0.04%+1,507+15.0%Added
Cary Street Partners Financial LLC11,654$475.8K0.01%−413−3.4%Reduced
Hummer Financial Advisory Services Inc11,722$478.6K0.36%00.0%Unchanged
Mackenzie Financial Corp11,810$482.2K0.00%−1,736−12.8%Reduced
ASR Vermogensbeheer N.V.11,817$482.4K0.01%−45−0.4%Reduced
Rockefeller Capital Management L.P.10,893$488.3K0.00%−29,226−72.8%Reduced
Ethic Inc.12,045$490.3K0.01%+12,045New
Skopos Labs, Inc.12,145$495.9K0.07%+10,361+580.8%Added
Penserra Capital Management LLC12,264$500.0K0.01%−19,151−61.0%Reduced
Partners in Financial Planning12,368$505.0K0.09%00.0%Unchanged
Pacific Sun Financial Corp12,506$510.6K0.27%+1,555+14.2%Added
Allspring Global Investments Holdings, LLC12,653$517.0K0.00%−641−4.8%Reduced
Keybank National Association12,701$518.6K0.00%−2,217−14.9%Reduced
Allstate Corp13,417$547.8K0.04%−30,782−69.6%Reduced
Los Angeles Capital Management LLC13,452$549.2K0.00%+4,005+42.4%Added
Janney Montgomery Scott LLC13,845$565.0K0.00%+16+0.1%Added
New Mexico Educational Retirement Board14,000$572.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC14,087$575.2K0.02%−327−2.3%Reduced
Tokio Marine Asset Management Co Ltd14,134$577.1K0.02%+3,526+33.2%Added
Millennium Management LLC14,444$589.7K0.00%−1,390,489−99.0%Reduced
Guggenheim Capital LLC14,695$600.0K0.00%+331+2.3%Added
Horizon Investments, LLC14,892$601.6K0.01%+10,553+243.2%Added
Wealth Enhancement Advisory Services, LLC14,864$606.4K0.00%+3,283+28.3%Added
Gulf International Bank (UK) Ltd14,909$608.0K0.02%−4,374−22.7%Reduced
Maryland State Retirement & Pension System15,343$626.5K0.01%00.0%Unchanged
Scientech Research LLC15,472$631.7K0.15%+15,472New
Crossmark Global Holdings, Inc.15,487$632.3K0.01%−472−3.0%Reduced
Vinva Investment Management Ltd15,619$635.8K0.02%+2,995+23.7%Added
Securian Asset Management, Inc15,634$638.3K0.02%−274−1.7%Reduced
Louisiana State Employees Retirement System15,900$649.2K0.01%−300−1.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S15,919$650.0K0.01%+1,003+6.7%Added
BOK Financial Private Wealth, Inc.16,553$675.9K0.05%+16,553New
Invst, LLC16,818$686.7K0.09%+49+0.3%Added
Kingswood Wealth Advisors, LLC17,063$696.7K0.06%+10.0%Added
Folger Nolan Fleming Douglas Capital Management, Inc17,670$721.5K0.08%−235−1.3%Reduced
DoubleLine ETF Adviser LP17,731$724.0K0.23%+285+1.6%Added
Dover Advisors, LLC17,796$726.6K0.32%−83,122−82.4%Reduced
Ostrum Asset Management17,831$728.0K0.03%−510−2.8%Reduced
Bridgefront Capital, LLC17,878$730.0K0.19%+17,878New
XTX Topco Ltd17,947$732.8K0.03%+17,947New
Hartford Investment Management Co18,084$738.4K0.02%−153−0.8%Reduced
Jain Global LLC19,000$775.8K0.01%+19,000New
Naviter Wealth, LLC19,102$779.9K0.10%+1,851+10.7%Added
Summit Trail Advisors, LLC19,165$782.5K0.01%+19,165New
Iron Financial, LLC19,730$805.6K0.43%−48−0.2%Reduced
Federation des caisses Desjardins du Quebec19,759$806.7K0.00%+18,867+2,115.1%Added
Advisor Group Holdings, Inc.19,787$808.4K0.00%+1,162+6.2%Added
Heritage Wealth Advisors19,913$813.0K0.04%00.0%Unchanged
Toroso Investments, LLC20,010$817.0K0.01%+2,590+14.9%Added
Creative Planning20,289$828.4K0.00%−965−4.5%Reduced
iA Global Asset Management Inc.20,712$846.0K0.01%+4,497+27.7%Added
Mizuho Securities USA LLC20,843$851.0K0.02%+20,843New
Pensionfund Sabic20,888$853.0K0.24%00.0%Unchanged
Kentucky Retirement Systems21,030$858.7K0.03%−1,379−6.2%Reduced
Atria Investments LLC21,350$871.7K0.01%−1,453−6.4%Reduced
Generali Asset Management SPA SGR21,550$879.9K0.02%+1,385+6.9%Added
Captrust Financial Advisors21,868$892.9K0.00%−485−2.2%Reduced
O'Shaughnessy Asset Management, LLC22,006$898.5K0.01%−3,369−13.3%Reduced
Atlantic Union Bankshares Corp22,317$911.2K0.02%+1,086+5.1%Added
Fifth Third Bancorp23,090$942.8K0.00%+42+0.2%Added
Robeco Institutional Asset Management B.V.23,134$944.6K0.00%00.0%Unchanged
London Co of Virginia23,373$954.3K0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky23,550$962.0K0.01%+359+1.5%Added
Intech Investment Management LLC23,577$962.6K0.01%+4,222+21.8%Added
CPA Asset Management LLC23,700$967.7K0.41%−4,262−15.2%Reduced
Davenport & Co LLC23,722$968.6K0.01%−4,112−14.8%Reduced
Brown Advisory Inc23,749$969.7K0.00%−662−2.7%Reduced
Sanctuary Advisors, LLC24,145$985.8K0.01%+2,146+9.8%Added
Cetera Investment Advisers24,458$998.6K0.00%−158−0.6%Reduced
Tredje AP-fonden24,988$1.02M0.01%00.0%Unchanged
Inceptionr LLC25,771$1.05M0.24%+25,771New
Oregon Public Employees Retirement Fund26,051$1.06M0.02%+200+0.8%Added
Landscape Capital Management, L.L.C.26,067$1.06M0.08%+26,067New
Swiss Life Asset Management Ltd26,529$1.08M0.01%−3,631−12.0%Reduced
SG Americas Securities, LLC26,556$1.08M0.00%+11,448+75.8%Added
Healthcare of Ontario Pension Plan Trust Fund27,026$1.10M0.00%+8,436+45.4%Added
Oppenheimer Asset Management Inc.28,189$1.15M0.01%+307+1.1%Added
Vident Advisory, LLC29,014$1.18M0.01%−8,108−21.8%Reduced
Public Employees Retirement Association of Colorado29,333$1.20M0.00%−1,050−3.5%Reduced
Uniplan Investment Counsel, Inc.29,359$1.20M0.12%−3,115−9.6%Reduced
Brookstone Capital Management29,367$1.20M0.02%−96−0.3%Reduced
Ossiam29,399$1.20M0.01%−59−0.2%Reduced
Versor Investments LP30,300$1.24M0.22%+3,484+13.0%Added
Nordea Investment Management AB31,792$1.29M0.00%+2,566+8.8%Added
Elo Mutual Pension Insurance Co31,614$1.29M0.03%+10,779+51.7%Added
Bank of Nova Scotia32,015$1.31M0.00%+149+0.5%Added