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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 830 | $30.0K | 0.02% | −208−20.0% | Reduced |
| Rothschild Investment LLC | 814 | $30.3K | 0.00% | −171−17.4% | Reduced |
| Onefund, LLC | 830 | $30.9K | 0.02% | +29+3.6% | Added |
| Farther Finance Advisors, LLC | 839 | $31.2K | 0.00% | +493+142.5% | Added |
| Smartleaf Asset Management LLC | 864 | $31.9K | 0.00% | −102−10.6% | Reduced |
| EverSource Wealth Advisors, LLC | 870 | $32.4K | 0.00% | −285−24.7% | Reduced |
| Versant Capital Management, Inc | 876 | $32.6K | 0.00% | −37−4.1% | Reduced |
| Massmutual Trust Co FSB | 905 | $33.7K | 0.00% | +301+49.8% | Added |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 916 | $34.1K | 0.00% | −143−13.5% | Reduced |
| Jones Financial Companies LLLP | 963 | $35.8K | 0.00% | −174−15.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $36.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,047 | $39.0K | 0.00% | −108−9.4% | Reduced |
| Private Trust Co NA | 1,081 | $40.3K | 0.00% | −14−1.3% | Reduced |
| Bayforest Capital Ltd | 1,272 | $47.4K | 0.02% | −5,003−79.7% | Reduced |
| Federated Hermes, Inc. | 1,289 | $48.0K | 0.00% | −23−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,296 | $48.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,320 | $49.2K | 0.06% | +1,320 | New |
| Salem Investment Counselors Inc | 1,349 | $50.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,478 | $55.1K | 0.00% | −320−17.8% | Reduced |
| Quest Partners LLC | 1,510 | $56.3K | 0.00% | +692+84.6% | Added |
| Crews Bank & Trust | 1,742 | $64.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,753 | $65.3K | 0.00% | +630+56.1% | Added |
| Ci Investments Inc. | 1,880 | $70.0K | 0.00% | −903−32.4% | Reduced |
| CX Institutional | 1,993 | $74.0K | 0.00% | −1,080−35.1% | Reduced |
| Addison Advisors LLC | 2,090 | $77.9K | 0.02% | −71−3.3% | Reduced |
| Whittier Trust Co | 2,187 | $79.6K | 0.00% | −309−12.4% | Reduced |
| St Germain D J Co Inc | 2,161 | $80.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,181 | $81.3K | 0.00% | +669+44.2% | Added |
| Caitong International Asset Management Co., Ltd | 2,229 | $83.1K | 0.06% | +652+41.3% | Added |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,846 | $106.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $120.8K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,335 | $123.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,321 | $123.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,553 | $132.4K | 0.00% | +3,553 | New |
| Signaturefd, LLC | 3,567 | $132.9K | 0.00% | −82−2.2% | Reduced |
| CWM, LLC | 3,793 | $141.0K | 0.00% | −2,013−34.7% | Reduced |
| Westpac Banking Corp | 3,829 | $142.7K | 0.01% | −140−3.5% | Reduced |
| Parallel Advisors, LLC | 3,881 | $144.6K | 0.00% | −454−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,138 | $154.2K | 0.00% | +1,107+36.5% | Added |
| Siemens Fonds Invest GmbH | 4,296 | $160.1K | 0.01% | −71−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,335 | $161.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,646 | $171.1K | 0.00% | −10,246−68.8% | Reduced |
| Vestcor Inc | 4,664 | $174.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 5,241 | $195.3K | 0.05% | +5,241 | New |
| GF Fund Management Co. Ltd. | 5,248 | $195.5K | 0.00% | −302−5.4% | Reduced |
| Tema ETFs LLC | 5,397 | $201.1K | 0.02% | +5,397 | New |
| National Pension Service | 5,439 | $202.7K | 0.00% | +415+8.3% | Added |
| US Bancorp | 5,581 | $207.9K | 0.00% | +838+17.7% | Added |
| Cetera Trust Company, N.A | 5,705 | $212.6K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,724 | $213.3K | 0.01% | +11+0.2% | Added |
| MUFG Securities EMEA plc | 5,771 | $215.0K | 0.01% | +4,884+550.6% | Added |
| Wetherby Asset Management Inc | 5,831 | $217.3K | 0.01% | +220+3.9% | Added |
| Chesapeake Wealth Management | 5,857 | $218.2K | 0.07% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 6,000 | $223.6K | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,006 | $224.0K | 0.00% | +825+15.9% | Added |
| Leavell Investment Management, Inc. | 6,012 | $224.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 6,142 | $228.9K | 0.00% | −28,601−82.3% | Reduced |
| Verus Financial Partners, Inc. | 6,400 | $238.5K | 0.02% | +28+0.4% | Added |
| United Capital Financial Advisers, LLC | 6,423 | $239.3K | 0.00% | −2,917−31.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,577 | $245.1K | 0.00% | +6,577 | New |
| Iron Financial, LLC | 6,678 | $248.8K | 0.12% | −13,052−66.2% | Reduced |
| Integrity Wealth Solutions LLC | 6,766 | $252.1K | 0.11% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 6,766 | $252.1K | 0.11% | +6,766 | New |
| PEAK6 LLC | 7,179 | $267.5K | 0.01% | +2,756+62.3% | Added |
| Everence Capital Management Inc | 7,223 | $269.0K | 0.02% | −2,697−27.2% | Reduced |
| Capital Management Corp | 7,501 | $279.5K | 0.04% | −5−0.1% | Reduced |
| Empowered Funds, LLC | 7,511 | $279.9K | 0.00% | +299+4.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,565 | $281.9K | 0.02% | −1,787−19.1% | Reduced |
| Ostrum Asset Management | 7,676 | $286.0K | 0.01% | −10,155−57.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $296.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,951 | $296.3K | 0.02% | −935−10.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,980 | $297.3K | 0.02% | −1,000−11.1% | Reduced |
| DRW Securities, LLC | 8,007 | $299.5K | 0.02% | +8,007 | New |
| Squarepoint Ops LLC | 8,043 | $299.7K | 0.00% | −564−6.6% | Reduced |
| MUFG Securities Americas Inc. | 8,131 | $303.0K | 0.02% | +1,450+21.7% | Added |
| One Capital Management, LLC | 8,215 | $306.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,272 | $308.2K | 0.01% | −431−5.0% | Reduced |
| Trust Co of Virginia | 8,375 | $312.1K | 0.03% | −456−5.2% | Reduced |
| Baker Ellis Asset Management LLC | 8,420 | $313.7K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,447 | $314.7K | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,694 | $323.9K | 0.02% | −231−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,901 | $332.0K | 0.01% | −141−1.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,977 | $333.6K | 0.00% | +2,713+43.3% | Added |
| NorthRock Partners, LLC | 9,016 | $335.9K | 0.01% | +3,527+64.3% | Added |
| HBK Sorce Advisory LLC | 9,371 | $339.4K | 0.01% | −164−1.7% | Reduced |
| Bessemer Group Inc | 9,544 | $354.0K | 0.00% | −380−3.8% | Reduced |
| UBS Asset Management Americas Inc | 9,576 | $356.8K | 0.00% | −3,746,802−99.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,611 | $358.1K | 0.01% | −7−0.1% | Reduced |
| Wealthfront Advisers LLC | 9,933 | $370.1K | 0.00% | −63,106−86.4% | Reduced |
| Groupama Asset Managment | 9,975 | $371.7K | 0.01% | −32,467−76.5% | Reduced |
| Callodine Capital Management, LP | 10,000 | $372.6K | 0.03% | +10,000 | New |
| Ackerman Capital Advisors, LLC | 10,050 | $374.5K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,103 | $376.5K | 0.00% | −790−7.3% | Reduced |
| SummitTX Capital, L.P. | 10,315 | $384.3K | 0.02% | −44,708−81.3% | Reduced |
| Stifel Financial Corp | 10,332 | $385.0K | 0.00% | +172+1.7% | Added |
| Jane Street Group, LLC | 11,007 | $410.1K | 0.00% | +11,007 | New |
| Guggenheim Capital LLC | 11,370 | $423.6K | 0.00% | −3,325−22.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 11,462 | $427.1K | 0.03% | −5,091−30.8% | Reduced |