Skip to main content
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, Q4 2025

Institutional positions in UDR, Inc. as of Dec 31, 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
525
+19 vs. Q3 2025
Shares held
341.9M
+39.8M (+13.2%) vs. Q3 2025
Total value
$12.5B
+$1.29B (+11.5%) vs. Q3 2025
New holders
80
174 more added
Sold out
61
194 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 525 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 heldQ4 2025: $12.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2025.

Institutions holding UDR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Murphy & Mullick Capital Management Corp3$1100.00%+3New
Hughes Financial Services, LLC4$1470.00%+4New
Rossby Financial, LCC5$1830.00%−21−80.8%Reduced
Private Wealth Asset Management, LLC6$2200.00%00.0%Unchanged
Colonial Trust Co6$2200.00%+6New
Zions Bancorporation, National Association7$2570.00%+1+16.7%Added
Activest Wealth Management9$3300.00%+4+80.0%Added
Luken Investment Analytics, LLC10$3670.00%+10New
United Financial Planning Group LLC10$3670.00%+10New
Sound Income Strategies, LLC10$3760.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.11$4030.00%+11New
North Star Investment Management Corp.14$5140.00%+14New
Quaker Wealth Management, LLC14$5140.00%+14New
Bell Investment Advisors, Inc14$5140.00%+14New
Cape Investment Advisory, Inc.14$5140.00%+14New
Clark Wealth Partners15$5500.00%00.0%Unchanged
Sachetta, LLC15$5510.00%−105−87.5%Reduced
Rialto Wealth Management, LLC15$5510.00%+15New
Signature Resources Capital Management, LLC16$5870.00%00.0%Unchanged
Cornerstone Financial Management LLC16$5870.00%+16New
American Capital Advisory, LLC17$6240.00%+17New
ORG Partners LLC20$7320.00%+4+25.0%Added
Aventura Private Wealth, LLC20$7340.00%+20New
Basepoint Wealth LLC21$8040.00%+21New
Abound Wealth Management23$8510.00%00.0%Unchanged
Harbor Asset Planning, Inc.24$8800.00%00.0%Unchanged
Root Financial Partners, LLC25$9170.00%−17−40.5%Reduced
Keating Financial Advisory Services, Inc.25$9170.00%+25New
Principia Wealth Advisory, LLC27$9900.00%+20+285.7%Added
Dunhill Financial, LLC27$9930.00%+20+285.7%Added
Financial Management Professionals, Inc.30$1.10K0.00%−7−18.9%Reduced
Sunbelt Securities, Inc.31$1.14K0.00%+31New
Johnson Financial Group, Inc.33$1.21K0.00%−13−28.3%Reduced
TFC Financial Management33$1.21K0.00%−6−15.4%Reduced
Clayton Financial Group LLC36$1.32K0.00%+36New
Prestige Wealth Management Group LLC40$1.47K0.00%00.0%Unchanged
ZRC Wealth Management, LLC42$1.54K0.00%+42New
Fortitude Family Office, LLC45$1.65K0.00%00.0%Unchanged
South State Corp.50$1.83K0.00%−15−23.1%Reduced
NVWM, LLC50$1.83K0.00%+50New
Spire Wealth Management51$1.87K0.00%+8+18.6%Added
Raffa Wealth Management, LLC52$1.91K0.00%00.0%Unchanged
Westside Investment Management, Inc.54$1.98K0.00%+54New
MAI Capital Management55$2.02K0.00%00.0%Unchanged
Kozak & Associates, Inc.61$2.24K0.00%00.0%Unchanged
Howard Hughes Medical Institute65$2.38K0.00%00.0%Unchanged
MV Capital Management, Inc.65$2.38K0.00%−3−4.4%Reduced
AdvisorNet Financial, Inc67$2.46K0.00%+15+28.8%Added
Aspect Partners, LLC68$2.49K0.00%−6−8.1%Reduced
Turning Point Benefit Group, Inc.68$2.49K0.00%+68New
Financial Consulate, Inc68$2.50K0.00%+13+23.6%Added
Cornerstone Planning Group LLC69$2.51K0.00%+52+305.9%Added
Ares Financial Consulting, LLC70$2.57K0.00%+70New
Private Wealth Management Group, LLC76$2.79K0.00%−77−50.3%Reduced
IMG Wealth Management, Inc.81$2.97K0.00%00.0%Unchanged
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC77$3.00K0.00%−15−16.3%Reduced
Avion Wealth85$3.00K0.00%+58+214.8%Added
Ronald Blue Trust, Inc.82$3.01K0.00%−11−11.8%Reduced
Harbour Investments, Inc.86$3.17K0.00%+18+26.5%Added
Bruce G. Allen Investments, LLC95$3.48K0.00%−16−14.4%Reduced
UMA Financial Services, Inc.97$3.56K0.00%+43+79.6%Added
CVA Family Office, LLC100$3.67K0.00%−399−80.0%Reduced
Essential Partners LLC100$3.67K0.00%+81+426.3%Added
Elyxium Wealth, LLC108$3.96K0.00%+108New
Wealth Watch Advisors, INC118$4.33K0.00%+118New
J.Safra Asset Management Corp125$4.58K0.00%+125New
Investors Research Corp130$4.77K0.00%00.0%Unchanged
Kilter Group LLC130$4.77K0.00%+120+1,200.0%Added
CoreCap Advisors, LLC135$4.95K0.00%00.0%Unchanged
Salomon & Ludwin, LLC141$5.09K0.00%−208−59.6%Reduced
Wolff Wiese Magana LLC145$5.31K0.00%−46−24.1%Reduced
IFP Advisors, Inc158$5.79K0.00%+80+102.6%Added
Horizon Financial Services, LLC166$6.09K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc191$7.01K0.00%00.0%Unchanged
Larson Financial Group LLC193$7.08K0.00%+169+704.2%Added
First Horizon Corp200$7.34K0.00%00.0%Unchanged
Geneos Wealth Management Inc.200$7.34K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.216$7.92K0.00%00.0%Unchanged
DT Investment Partners, LLC224$8.22K0.00%00.0%Unchanged
Parkside Financial Bank & Trust228$8.36K0.00%+31+15.7%Added
Central Trust Co250$9.17K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC268$9.83K0.00%−203−43.1%Reduced
Fideuram Asset Management (Ireland) dac267$10.9K0.00%+267New
Covestor Ltd293$11.0K0.01%+6+2.1%Added
Trust Co of Toledo NA302$11.1K0.00%−130−30.1%Reduced
Versant Capital Management, Inc309$11.3K0.00%−567−64.7%Reduced
Manchester Capital Management LLC317$11.6K0.00%+242+322.7%Added
Gold Investment Management Ltd.349$12.8K0.00%−96−21.6%Reduced
TD Private Client Wealth LLC381$14.0K0.00%−352−48.0%Reduced
Raiffeisen Bank International AG378$14.0K0.00%00.0%Unchanged
NBC Securities, Inc.388$14.2K0.00%−13−3.2%Reduced
JNBA Financial Advisors410$15.0K0.00%00.0%Unchanged
DV Equities, LLC420$15.4K0.00%+420New
Cary Street Partner Investment Advisory LLC441$16.2K0.00%+326+283.5%Added
Crews Bank & Trust444$16.3K0.00%−1,298−74.5%Reduced
Tobam472$17.0K0.00%00.0%Unchanged
SHP Wealth Management484$17.8K0.00%+484New
Duncker Streett & Co Inc500$18.3K0.00%00.0%Unchanged
International Assets Investment Management, LLC500$18.4K0.00%+500New