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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 515 | $18.9K | 0.00% | +15+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 536 | $19.7K | 0.00% | −51−8.7% | Reduced |
| Smartleaf Asset Management LLC | 534 | $19.8K | 0.00% | −330−38.2% | Reduced |
| SageView Advisory Group, LLC | 594 | $21.8K | 0.00% | +594 | New |
| EverSource Wealth Advisors, LLC | 645 | $23.7K | 0.00% | −225−25.9% | Reduced |
| Webster Bank, N. A. | 648 | $23.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 714 | $26.2K | 0.00% | +714 | New |
| Quent Capital, LLC | 719 | $26.4K | 0.00% | +272+60.9% | Added |
| Cromwell Holdings LLC | 732 | $26.9K | 0.01% | −9−1.2% | Reduced |
| Fulcrum Asset Management LLP | 801 | $29.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 830 | $30.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 855 | $31.4K | 0.02% | +855 | New |
| Group One Trading, L.P. | 868 | $31.8K | 0.00% | +868 | New |
| Onefund, LLC | 879 | $32.2K | 0.02% | +49+5.9% | Added |
| DV Trading LLC | 897 | $32.9K | 0.00% | +897 | New |
| Caitong International Asset Management Co., Ltd | 923 | $33.9K | 0.01% | −1,306−58.6% | Reduced |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,051 | $38.6K | 0.00% | +146+16.1% | Added |
| Private Trust Co NA | 1,073 | $39.4K | 0.00% | −8−0.7% | Reduced |
| Ancora Advisors, LLC | 1,116 | $40.9K | 0.00% | +1,116 | New |
| Huntington National Bank | 1,150 | $42.2K | 0.00% | −603−34.4% | Reduced |
| Federated Hermes, Inc. | 1,283 | $47.1K | 0.00% | −6−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,296 | $47.5K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,337 | $49.0K | 0.06% | +17+1.3% | Added |
| Jones Financial Companies LLLP | 1,503 | $55.1K | 0.00% | +540+56.1% | Added |
| Creative Financial Designs Inc | 1,528 | $56.0K | 0.00% | +823+116.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,550 | $56.9K | 0.01% | +570+58.2% | Added |
| Farther Finance Advisors, LLC | 1,561 | $57.3K | 0.00% | +722+86.1% | Added |
| Quest Partners LLC | 1,657 | $60.8K | 0.00% | +147+9.7% | Added |
| Umb Bank N A | 1,714 | $62.9K | 0.00% | +798+87.1% | Added |
| Allworth Financial LP | 1,820 | $66.8K | 0.00% | +342+23.1% | Added |
| Addison Advisors LLC | 1,893 | $69.4K | 0.02% | −197−9.4% | Reduced |
| Kestra Advisory Services, LLC | 2,053 | $75.3K | 0.00% | +2,053 | New |
| St Germain D J Co Inc | 2,161 | $79.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $81.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,965 | $85.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,366 | $86.8K | 0.00% | +1,552+190.7% | Added |
| Atlas Capital Advisors LLC | 2,622 | $96.2K | 0.01% | +2,622 | New |
| Ameritas Investment Partners, Inc. | 2,846 | $104.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,944 | $108.0K | 0.00% | −1,194−28.9% | Reduced |
| E. Ohman J:or Asset Management AB | 3,210 | $117.7K | 0.00% | +3,210 | New |
| Washington Trust Advisors, Inc. | 3,242 | $118.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,295 | $120.9K | 0.00% | −26−0.8% | Reduced |
| Brown Brothers Harriman & Co | 3,303 | $121.2K | 0.00% | +2,913+746.9% | Added |
| Signaturefd, LLC | 3,325 | $122.0K | 0.00% | −242−6.8% | Reduced |
| Westpac Banking Corp | 3,829 | $140.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,850 | $141.2K | 0.00% | −31−0.8% | Reduced |
| CX Institutional | 3,873 | $142.0K | 0.00% | +1,880+94.3% | Added |
| UBS Asset Management Americas Inc | 4,009 | $147.1K | 0.00% | −5,567−58.1% | Reduced |
| Clear Street Markets LLC | 4,165 | $152.8K | 0.03% | +3,645+701.0% | Added |
| Aster Capital Management (DIFC) Ltd | 4,269 | $156.6K | 0.07% | +4,269 | New |
| Assetmark, Inc | 4,294 | $157.5K | 0.00% | +2,113+96.9% | Added |
| Siemens Fonds Invest GmbH | 4,296 | $158.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,390 | $161.0K | 0.01% | +55+1.3% | Added |
| US Bancorp | 4,641 | $170.2K | 0.00% | −940−16.8% | Reduced |
| Horizon Investments, LLC | 4,793 | $173.7K | 0.00% | +147+3.2% | Added |
| Global Retirement Partners, LLC | 4,906 | $180.0K | 0.00% | +4,272+673.8% | Added |
| Canada Post Corp Registered Pension Plan | 4,935 | $181.0K | 0.01% | +1,600+48.0% | Added |
| GF Fund Management Co. Ltd. | 5,221 | $191.5K | 0.00% | −27−0.5% | Reduced |
| Cetera Trust Company, N.A | 5,380 | $197.3K | 0.11% | −325−5.7% | Reduced |
| Tema ETFs LLC | 5,381 | $197.4K | 0.02% | −16−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,471 | $200.7K | 0.01% | −11,110−67.0% | Reduced |
| Leavell Investment Management, Inc. | 5,472 | $200.7K | 0.01% | −540−9.0% | Reduced |
| Quarry LP | 5,483 | $201.1K | 0.03% | +242+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,602 | $205.0K | 0.00% | −404−6.7% | Reduced |
| VARCOV Co. | 5,678 | $208.3K | 0.08% | +5,678 | New |
| AlTi Global, Inc. | 5,685 | $208.5K | 0.00% | −39−0.7% | Reduced |
| Crestwood Advisors Group LLC | 5,747 | $210.8K | 0.00% | +5,747 | New |
| Ostrum Asset Management | 5,766 | $211.5K | 0.01% | −1,910−24.9% | Reduced |
| Coldstream Capital Management Inc | 5,823 | $213.6K | 0.00% | +5,823 | New |
| Chesapeake Wealth Management | 5,857 | $214.8K | 0.06% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 6,000 | $220.1K | 0.15% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,093 | $223.5K | 0.02% | −1,914−23.9% | Reduced |
| Abel Hall, LLC | 6,159 | $225.9K | 0.05% | +6,159 | New |
| Alps Advisors Inc | 6,168 | $226.2K | 0.00% | +6,168 | New |
| Patton Fund Management, Inc. | 6,198 | $227.3K | 0.03% | +6,198 | New |
| MidFirst Bank | 6,441 | $236.3K | 0.02% | +6,441 | New |
| Verus Financial Partners, Inc. | 6,400 | $236.8K | 0.02% | 00.0% | Unchanged |
| Iron Financial, LLC | 6,479 | $237.7K | 0.11% | −199−3.0% | Reduced |
| PEAK6 LLC | 6,654 | $244.1K | 0.01% | −525−7.3% | Reduced |
| Bridgefront Capital, LLC | 6,688 | $245.3K | 0.06% | −16,043−70.6% | Reduced |
| Syon Capital LLC | 6,742 | $247.3K | 0.01% | +6,742 | New |
| Integrity Wealth Solutions LLC | 6,766 | $248.2K | 0.10% | 00.0% | Unchanged |
| TT Capital Management LLC | 7,000 | $256.8K | 0.20% | +7,000 | New |
| Carnegie Capital Asset Management, LLC | 7,007 | $257.0K | 0.00% | +7,007 | New |
| Everence Capital Management Inc | 7,223 | $265.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,267 | $266.6K | 0.03% | +7,267 | New |
| HB Wealth Management, LLC | 7,396 | $271.3K | 0.00% | +7,396 | New |
| JMN Financial LLC | 7,402 | $271.5K | 0.27% | +7,402 | New |
| Capital Management Corp | 7,501 | $275.1K | 0.05% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,548 | $276.9K | 0.08% | +7,548 | New |
| One Capital Management, LLC | 7,915 | $290.3K | 0.01% | −300−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,949 | $291.6K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,980 | $292.7K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,102 | $297.2K | 0.02% | −29−0.4% | Reduced |
| National Pension Service | 8,133 | $298.3K | 0.00% | +2,694+49.5% | Added |
| Securian Asset Management, Inc | 8,177 | $299.9K | 0.01% | −6,327−43.6% | Reduced |
| Trust Co of Virginia | 8,375 | $307.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,447 | $309.8K | 0.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,396 | $315.3K | 0.01% | −975−10.4% | Reduced |