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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, Q3 2025

Institutional positions in UDR, Inc. as of Sep 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
512
−8 vs. Q2 2025
Shares held
302.8M
+834.2K (+0.3%) vs. Q2 2025
Total value
$11.3B
−$1.05B (−8.5%) vs. Q2 2025
New holders
49
173 more added
Sold out
57
204 more reduced

7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 512 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 heldQ3 2025: $11.3B
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, Q3 2025

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2025.

Institutions holding UDR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management15$00.00%−2−11.8%Reduced
Cloud Capital Management, LLC2$00.00%+2New
Retirement Wealth Solutions LLC0$160.00%0Unchanged
Activest Wealth Management5$1860.00%−7−58.3%Reduced
Beaird Harris Wealth Management, LLC5$1870.00%+5New
Zions Bancorporation, National Association6$2240.00%−1−14.3%Reduced
Private Wealth Asset Management, LLC6$2240.00%00.0%Unchanged
Tortoise Investment Management, LLC7$2610.00%−6−46.2%Reduced
Principia Wealth Advisory, LLC7$2610.00%−4−36.4%Reduced
Dunhill Financial, LLC7$2710.00%−18−72.0%Reduced
Moisand Fitzgerald Tamayo, LLC8$2990.00%00.0%Unchanged
Avalon Trust Co8$2990.00%+8New
Strengthening Families & Communities, LLC8$3010.00%+8New
Sound Income Strategies, LLC10$3580.00%00.0%Unchanged
Kilter Group LLC10$3730.00%−30−75.0%Reduced
Rise Advisors, LLC13$4840.00%+13New
Clark Wealth Partners15$5500.00%00.0%Unchanged
Cornerstone Planning Group LLC17$5680.00%−10−37.0%Reduced
Bryn Mawr Trust Co16$5960.00%−324−95.3%Reduced
ORG Partners LLC16$5960.00%−23−59.0%Reduced
Signature Resources Capital Management, LLC16$5960.00%00.0%Unchanged
Essential Partners LLC19$7080.00%−41−68.3%Reduced
Abound Wealth Management23$8640.00%00.0%Unchanged
Larson Financial Group LLC24$8920.00%−405−94.4%Reduced
Harbor Asset Planning, Inc.24$8940.00%00.0%Unchanged
Rossby Financial, LCC26$9600.00%00.0%Unchanged
Capital Advisors, Ltd. LLC15$1.00K0.00%−4−21.1%Reduced
Avion Wealth27$1.00K0.00%+13+92.9%Added
JPL Wealth Management, LLC35$1.30K0.00%+35New
Financial Management Professionals, Inc.37$1.38K0.00%−2−5.1%Reduced
TFC Financial Management39$1.45K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC40$1.49K0.00%00.0%Unchanged
Root Financial Partners, LLC42$1.56K0.00%+42New
Spire Wealth Management43$1.60K0.00%+16+59.3%Added
Fortitude Family Office, LLC45$1.68K0.00%00.0%Unchanged
Johnson Financial Group, Inc.46$1.72K0.00%+46New
AdvisorNet Financial, Inc52$1.94K0.00%−26−33.3%Reduced
Raffa Wealth Management, LLC52$1.94K0.00%00.0%Unchanged
UMA Financial Services, Inc.54$2.01K0.00%+54New
MAI Capital Management55$2.05K0.00%−76−58.0%Reduced
Financial Consulate, Inc55$2.05K0.00%+55New
Grove Bank & Trust56$2.09K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC56$2.09K0.00%+56New
Kozak & Associates, Inc.61$2.10K0.00%+2+3.4%Added
South State Corp.65$2.42K0.00%−206−76.0%Reduced
Howard Hughes Medical Institute65$2.42K0.00%00.0%Unchanged
MV Capital Management, Inc.68$2.53K0.00%−3−4.2%Reduced
Harbour Investments, Inc.68$2.54K0.00%+6+9.7%Added
Aspect Partners, LLC74$2.76K0.00%00.0%Unchanged
Manchester Capital Management LLC75$2.79K0.00%−323−81.2%Reduced
IFP Advisors, Inc78$2.91K0.00%+78Added
GW&K Investment Management, LLC92$3.00K0.00%−19−17.1%Reduced
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
IMG Wealth Management, Inc.81$3.02K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.93$3.46K0.00%−25−21.2%Reduced
Main Street Group, LTD95$3.54K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC111$4.14K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC115$4.28K0.00%−176−60.5%Reduced
Sachetta, LLC120$4.47K0.00%+58+93.5%Added
Bartlett & Co. Wealth Management LLC121$4.51K0.00%+118+3,933.3%Added
Investors Research Corp130$4.84K0.00%00.0%Unchanged
CoreCap Advisors, LLC135$5.03K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC135$5.03K0.00%+135New
Private Wealth Management Group, LLC153$5.70K0.00%−2−1.3%Reduced
Marshall & Sterling Wealth Advisors Inc.157$5.85K0.00%+13+9.0%Added
Wealthspire Advisors, LLC164$6.11K0.00%+164New
Horizon Financial Services, LLC166$6.18K0.00%+116+232.0%Added
Meeder Asset Management Inc169$6.30K0.00%−151−47.2%Reduced
Farmers & Merchants Investments Inc191$7.12K0.00%00.0%Unchanged
Wolff Wiese Magana LLC191$7.12K0.00%−28−12.8%Reduced
Parkside Financial Bank & Trust197$7.34K0.00%+40+25.5%Added
Geneos Wealth Management Inc.200$7.45K0.00%00.0%Unchanged
First Horizon Corp200$7.45K0.00%+200New
Steigerwald, Gordon & Koch Inc.216$8.05K0.00%+216New
DT Investment Partners, LLC224$8.35K0.00%00.0%Unchanged
Central Trust Co250$9.31K0.00%00.0%Unchanged
Covestor Ltd287$11.0K0.01%+17+6.3%Added
Salomon & Ludwin, LLC349$12.7K0.00%−83−19.2%Reduced
Raiffeisen Bank International AG378$14.0K0.00%+378New
Brown Brothers Harriman & Co390$14.5K0.00%−328−45.7%Reduced
NBC Securities, Inc.401$14.9K0.00%00.0%Unchanged
JNBA Financial Advisors410$15.3K0.00%00.0%Unchanged
Trust Co of Toledo NA432$16.1K0.00%00.0%Unchanged
Gold Investment Management Ltd.445$16.6K0.01%00.0%Unchanged
Quent Capital, LLC447$16.7K0.00%+447New
Annis Gardner Whiting Capital Advisors, LLC471$17.6K0.00%−285−37.7%Reduced
Tobam472$18.0K0.01%00.0%Unchanged
CVA Family Office, LLC499$18.6K0.00%−162−24.5%Reduced
Duncker Streett & Co Inc500$18.6K0.00%00.0%Unchanged
Bogart Wealth, LLC500$18.6K0.00%00.0%Unchanged
Clear Street Markets LLC520$19.4K0.01%+317+156.2%Added
Northwestern Mutual Wealth Management Co587$21.9K0.00%−284−32.6%Reduced
Mather Group, LLC.590$22.0K0.00%+590New
Global Retirement Partners, LLC634$23.6K0.00%−36−5.4%Reduced
Webster Bank, N. A.648$24.1K0.00%00.0%Unchanged
Hantz Financial Services, Inc.664$25.0K0.00%+561+544.7%Added
Creative Financial Designs Inc705$26.3K0.00%+700+14,000.0%Added
TD Private Client Wealth LLC733$27.3K0.00%+50+7.3%Added
Cromwell Holdings LLC741$27.6K0.01%+13+1.8%Added
Fulcrum Asset Management LLP801$29.8K0.01%00.0%Unchanged