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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 963 | $35.8K | 0.00% | −174−15.3% | Reduced |
| Umb Bank N A | 916 | $34.1K | 0.00% | −143−13.5% | Reduced |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 905 | $33.7K | 0.00% | +301+49.8% | Added |
| Versant Capital Management, Inc | 876 | $32.6K | 0.00% | −37−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 870 | $32.4K | 0.00% | −285−24.7% | Reduced |
| Smartleaf Asset Management LLC | 864 | $31.9K | 0.00% | −102−10.6% | Reduced |
| Farther Finance Advisors, LLC | 839 | $31.2K | 0.00% | +493+142.5% | Added |
| Onefund, LLC | 830 | $30.9K | 0.02% | +29+3.6% | Added |
| Rothschild Investment LLC | 814 | $30.3K | 0.00% | −171−17.4% | Reduced |
| Sentry Investment Management LLC | 830 | $30.0K | 0.02% | −208−20.0% | Reduced |
| Fulcrum Asset Management LLP | 801 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 741 | $27.6K | 0.01% | +13+1.8% | Added |
| TD Private Client Wealth LLC | 733 | $27.3K | 0.00% | +50+7.3% | Added |
| Creative Financial Designs Inc | 705 | $26.3K | 0.00% | +700+14,000.0% | Added |
| Hantz Financial Services, Inc. | 664 | $25.0K | 0.00% | +561+544.7% | Added |
| Webster Bank, N. A. | 648 | $24.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 634 | $23.6K | 0.00% | −36−5.4% | Reduced |
| Mather Group, LLC. | 590 | $22.0K | 0.00% | +590 | New |
| Northwestern Mutual Wealth Management Co | 587 | $21.9K | 0.00% | −284−32.6% | Reduced |
| Clear Street Markets LLC | 520 | $19.4K | 0.01% | +317+156.2% | Added |
| Duncker Streett & Co Inc | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $18.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 499 | $18.6K | 0.00% | −162−24.5% | Reduced |
| Tobam | 472 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 471 | $17.6K | 0.00% | −285−37.7% | Reduced |
| Quent Capital, LLC | 447 | $16.7K | 0.00% | +447 | New |
| Gold Investment Management Ltd. | 445 | $16.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 432 | $16.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 410 | $15.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 401 | $14.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 390 | $14.5K | 0.00% | −328−45.7% | Reduced |
| Raiffeisen Bank International AG | 378 | $14.0K | 0.00% | +378 | New |
| Salomon & Ludwin, LLC | 349 | $12.7K | 0.00% | −83−19.2% | Reduced |
| Covestor Ltd | 287 | $11.0K | 0.01% | +17+6.3% | Added |
| Central Trust Co | 250 | $9.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $8.35K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 216 | $8.05K | 0.00% | +216 | New |
| Geneos Wealth Management Inc. | 200 | $7.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $7.45K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 197 | $7.34K | 0.00% | +40+25.5% | Added |
| Wolff Wiese Magana LLC | 191 | $7.12K | 0.00% | −28−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $7.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 169 | $6.30K | 0.00% | −151−47.2% | Reduced |
| Horizon Financial Services, LLC | 166 | $6.18K | 0.00% | +116+232.0% | Added |
| Wealthspire Advisors, LLC | 164 | $6.11K | 0.00% | +164 | New |
| Marshall & Sterling Wealth Advisors Inc. | 157 | $5.85K | 0.00% | +13+9.0% | Added |
| Private Wealth Management Group, LLC | 153 | $5.70K | 0.00% | −2−1.3% | Reduced |
| CoreCap Advisors, LLC | 135 | $5.03K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 135 | $5.03K | 0.00% | +135 | New |
| Investors Research Corp | 130 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 121 | $4.51K | 0.00% | +118+3,933.3% | Added |
| Sachetta, LLC | 120 | $4.47K | 0.00% | +58+93.5% | Added |
| Cary Street Partner Investment Advisory LLC | 115 | $4.28K | 0.00% | −176−60.5% | Reduced |
| Bruce G. Allen Investments, LLC | 111 | $4.14K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 95 | $3.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $3.46K | 0.00% | −25−21.2% | Reduced |
| IMG Wealth Management, Inc. | 81 | $3.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 92 | $3.00K | 0.00% | −19−17.1% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78 | $2.91K | 0.00% | +78 | Added |
| Manchester Capital Management LLC | 75 | $2.79K | 0.00% | −323−81.2% | Reduced |
| Aspect Partners, LLC | 74 | $2.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 68 | $2.54K | 0.00% | +6+9.7% | Added |
| MV Capital Management, Inc. | 68 | $2.53K | 0.00% | −3−4.2% | Reduced |
| South State Corp. | 65 | $2.42K | 0.00% | −206−76.0% | Reduced |
| Howard Hughes Medical Institute | 65 | $2.42K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 61 | $2.10K | 0.00% | +2+3.4% | Added |
| Grove Bank & Trust | 56 | $2.09K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 56 | $2.09K | 0.00% | +56 | New |
| MAI Capital Management | 55 | $2.05K | 0.00% | −76−58.0% | Reduced |
| Financial Consulate, Inc | 55 | $2.05K | 0.00% | +55 | New |
| UMA Financial Services, Inc. | 54 | $2.01K | 0.00% | +54 | New |
| AdvisorNet Financial, Inc | 52 | $1.94K | 0.00% | −26−33.3% | Reduced |
| Raffa Wealth Management, LLC | 52 | $1.94K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $1.72K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 45 | $1.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 43 | $1.60K | 0.00% | +16+59.3% | Added |
| Root Financial Partners, LLC | 42 | $1.56K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 37 | $1.38K | 0.00% | −2−5.1% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.30K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −4−21.1% | Reduced |
| Avion Wealth | 27 | $1.00K | 0.00% | +13+92.9% | Added |
| Rossby Financial, LCC | 26 | $960 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 24 | $894 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $892 | 0.00% | −405−94.4% | Reduced |
| Abound Wealth Management | 23 | $864 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 19 | $708 | 0.00% | −41−68.3% | Reduced |
| Bryn Mawr Trust Co | 16 | $596 | 0.00% | −324−95.3% | Reduced |
| ORG Partners LLC | 16 | $596 | 0.00% | −23−59.0% | Reduced |
| Signature Resources Capital Management, LLC | 16 | $596 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $568 | 0.00% | −10−37.0% | Reduced |
| Clark Wealth Partners | 15 | $550 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $484 | 0.00% | +13 | New |
| Kilter Group LLC | 10 | $373 | 0.00% | −30−75.0% | Reduced |
| Sound Income Strategies, LLC | 10 | $358 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $301 | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $299 | 0.00% | 00.0% | Unchanged |