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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,349 | $55.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,312 | $53.6K | 0.00% | −11−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,296 | $52.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,242 | $50.7K | 0.00% | +206+19.9% | Added |
| 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 |
| Jones Financial Companies LLLP | 1,137 | $46.3K | 0.00% | −246−17.8% | Reduced |
| Huntington National Bank | 1,123 | $45.9K | 0.00% | −33−2.9% | Reduced |
| Private Trust Co NA | 1,095 | $44.7K | 0.00% | +9+0.8% | Added |
| Umb Bank N A | 1,059 | $43.2K | 0.00% | −283−21.1% | Reduced |
| Sentry Investment Management LLC | 1,038 | $43.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 985 | $40.2K | 0.00% | +70+7.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $40.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 966 | $39.3K | 0.00% | −138−12.5% | Reduced |
| Versant Capital Management, Inc | 913 | $37.3K | 0.01% | −37−3.9% | Reduced |
| Hanson & Doremus Investment Management | 918 | $37.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 887 | $36.2K | 0.00% | +887 | New |
| Northwestern Mutual Wealth Management Co | 871 | $35.6K | 0.00% | +335+62.5% | Added |
| Quest Partners LLC | 818 | $33.4K | 0.00% | +818 | New |
| Onefund, LLC | 801 | $33.0K | 0.02% | +801 | New |
| Fulcrum Asset Management LLP | 801 | $32.7K | 0.01% | +801 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 756 | $30.9K | 0.01% | +8+1.1% | Added |
| Cromwell Holdings LLC | 728 | $29.7K | 0.02% | +100+15.9% | Added |
| Brown Brothers Harriman & Co | 718 | $29.3K | 0.00% | +340+89.9% | Added |
| TD Private Client Wealth LLC | 683 | $27.9K | 0.00% | −35−4.9% | Reduced |
| Global Retirement Partners, LLC | 670 | $27.4K | 0.00% | +670 | New |
| CVA Family Office, LLC | 661 | $27.0K | 0.00% | +177+36.6% | Added |
| Webster Bank, N. A. | 648 | $26.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $24.9K | 0.00% | −116−100.0% | Reduced |
| Massmutual Trust Co FSB | 604 | $24.7K | 0.00% | +87+16.8% | Added |
| Simplex Trading, LLC | 534 | $21.0K | 0.00% | −176−24.8% | Reduced |
| Bogart Wealth, LLC | 500 | $20.4K | 0.00% | −11−2.2% | Reduced |
| Duncker Streett & Co Inc | 500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 472 | $19.0K | 0.01% | −591−55.6% | Reduced |
| Gold Investment Management Ltd. | 445 | $18.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 432 | $17.6K | 0.00% | +432 | New |
| Salomon & Ludwin, LLC | 432 | $17.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 429 | $17.5K | 0.00% | +211+96.8% | Added |
| JNBA Financial Advisors | 410 | $16.7K | 0.00% | +410 | New |
| Manchester Capital Management LLC | 398 | $16.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 401 | $16.0K | 0.00% | +13+3.4% | Added |
| SRS Capital Advisors, Inc. | 307 | $15.6K | 0.00% | +58+23.3% | Added |
| Farther Finance Advisors, LLC | 346 | $14.1K | 0.00% | +86+33.1% | Added |
| Bryn Mawr Trust Co | 340 | $13.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 320 | $13.1K | 0.00% | +192+150.0% | Added |
| Cary Street Partner Investment Advisory LLC | 291 | $11.9K | 0.01% | +73+33.5% | Added |
| South State Corp. | 271 | $11.1K | 0.00% | +13+5.0% | Added |
| Covestor Ltd | 270 | $11.0K | 0.01% | −7−2.5% | Reduced |
| Central Trust Co | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $9.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 219 | $8.94K | 0.01% | +32+17.1% | Added |
| Clear Street Markets LLC | 203 | $8.29K | 0.00% | +203 | New |
| Twin Peaks Wealth Advisors, LLC | 217 | $8.21K | 0.00% | +217 | New |
| First Horizon Advisors, Inc. | 200 | $8.17K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $8.17K | 0.00% | +100+100.0% | Added |
| Farmers & Merchants Investments Inc | 191 | $7.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 157 | $6.41K | 0.00% | +14+9.8% | Added |
| Private Wealth Management Group, LLC | 155 | $6.33K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 144 | $5.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $5.51K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 131 | $5.35K | 0.00% | +76+138.2% | Added |
| Investors Research Corp | 130 | $5.31K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 111 | $5.00K | 0.00% | +60+117.6% | Added |
| Ronald Blue Trust, Inc. | 118 | $4.82K | 0.00% | −847−87.8% | Reduced |
| Bruce G. Allen Investments, LLC | 111 | $4.53K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 110 | $4.51K | 0.00% | +110 | New |
| SIMA Wealth Partners, LLC | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 103 | $4.00K | 0.00% | +103 | New |
| Main Street Group, LTD | 95 | $3.88K | 0.00% | −283−74.9% | Reduced |
| IMG Wealth Management, Inc. | 81 | $3.31K | 0.00% | +81 | New |
| AdvisorNet Financial, Inc | 78 | $3.19K | 0.00% | +24+44.4% | Added |
| NewSquare Capital LLC | 74 | $3.02K | 0.00% | −39−34.5% | Reduced |
| Aspect Partners, LLC | 74 | $3.02K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $2.90K | 0.00% | −15−17.4% | Reduced |
| Solstein Capital, LLC | 69 | $2.82K | 0.00% | +69 | New |
| Kessler Investment Group, LLC | 68 | $2.78K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 65 | $2.65K | 0.00% | +65 | New |
| Harbour Investments, Inc. | 62 | $2.54K | 0.00% | −1−1.6% | Reduced |
| Sachetta, LLC | 62 | $2.53K | 0.00% | +1+1.6% | Added |
| Essential Partners LLC | 60 | $2.45K | 0.00% | +60 | New |
| Kozak & Associates, Inc. | 59 | $2.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 56 | $2.29K | 0.00% | +16+40.0% | Added |
| Raffa Wealth Management, LLC | 52 | $2.12K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $2.04K | 0.00% | +25+100.0% | Added |
| Fortitude Family Office, LLC | 45 | $1.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $1.72K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 40 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $1.63K | 0.00% | +40 | New |
| TFC Financial Management | 39 | $1.59K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $1.59K | 0.00% | −45−53.6% | Reduced |
| ORG Partners LLC | 39 | $1.59K | 0.00% | +39 | New |
| Spire Wealth Management | 27 | $1.10K | 0.00% | −736−96.5% | Reduced |
| Rossby Financial, LCC | 26 | $1.06K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $1.03K | 0.00% | −19−43.2% | Reduced |
| WealthTrak Capital Management LLC | 25 | $1.02K | 0.00% | −10−28.6% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | −3−13.6% | Reduced |
| Stephens Consulting, LLC | 24 | $980 | 0.00% | +24 | New |
| Harbor Asset Planning, Inc. | 24 | $980 | 0.00% | +24 | New |