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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,503 | $55.1K | 0.00% | +540+56.1% | Added |
| Wiser Advisor Group LLC | 1,337 | $49.0K | 0.06% | +17+1.3% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $47.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,283 | $47.1K | 0.00% | −6−0.5% | Reduced |
| Huntington National Bank | 1,150 | $42.2K | 0.00% | −603−34.4% | Reduced |
| Ancora Advisors, LLC | 1,116 | $40.9K | 0.00% | +1,116 | New |
| Private Trust Co NA | 1,073 | $39.4K | 0.00% | −8−0.7% | Reduced |
| Massmutual Trust Co FSB | 1,051 | $38.6K | 0.00% | +146+16.1% | Added |
| Hanson & Doremus Investment Management | 918 | $34.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 923 | $33.9K | 0.01% | −1,306−58.6% | Reduced |
| DV Trading LLC | 897 | $32.9K | 0.00% | +897 | New |
| Onefund, LLC | 879 | $32.2K | 0.02% | +49+5.9% | Added |
| Group One Trading, L.P. | 868 | $31.8K | 0.00% | +868 | New |
| Eagle Bay Advisors LLC | 855 | $31.4K | 0.02% | +855 | New |
| Sentry Investment Management LLC | 830 | $30.0K | 0.02% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 801 | $29.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 732 | $26.9K | 0.01% | −9−1.2% | Reduced |
| Quent Capital, LLC | 719 | $26.4K | 0.00% | +272+60.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 714 | $26.2K | 0.00% | +714 | New |
| Webster Bank, N. A. | 648 | $23.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 645 | $23.7K | 0.00% | −225−25.9% | Reduced |
| SageView Advisory Group, LLC | 594 | $21.8K | 0.00% | +594 | New |
| Smartleaf Asset Management LLC | 534 | $19.8K | 0.00% | −330−38.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 536 | $19.7K | 0.00% | −51−8.7% | Reduced |
| Bogart Wealth, LLC | 515 | $18.9K | 0.00% | +15+3.0% | Added |
| International Assets Investment Management, LLC | 500 | $18.4K | 0.00% | +500 | New |
| Duncker Streett & Co Inc | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 484 | $17.8K | 0.00% | +484 | New |
| Tobam | 472 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 444 | $16.3K | 0.00% | −1,298−74.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 441 | $16.2K | 0.00% | +326+283.5% | Added |
| DV Equities, LLC | 420 | $15.4K | 0.00% | +420 | New |
| JNBA Financial Advisors | 410 | $15.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 388 | $14.2K | 0.00% | −13−3.2% | Reduced |
| Raiffeisen Bank International AG | 378 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 381 | $14.0K | 0.00% | −352−48.0% | Reduced |
| Gold Investment Management Ltd. | 349 | $12.8K | 0.00% | −96−21.6% | Reduced |
| Manchester Capital Management LLC | 317 | $11.6K | 0.00% | +242+322.7% | Added |
| Versant Capital Management, Inc | 309 | $11.3K | 0.00% | −567−64.7% | Reduced |
| Trust Co of Toledo NA | 302 | $11.1K | 0.00% | −130−30.1% | Reduced |
| Covestor Ltd | 293 | $11.0K | 0.01% | +6+2.1% | Added |
| Fideuram Asset Management (Ireland) dac | 267 | $10.9K | 0.00% | +267 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 268 | $9.83K | 0.00% | −203−43.1% | Reduced |
| Central Trust Co | 250 | $9.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 228 | $8.36K | 0.00% | +31+15.7% | Added |
| DT Investment Partners, LLC | 224 | $8.22K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 216 | $7.92K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $7.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $7.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 193 | $7.08K | 0.00% | +169+704.2% | Added |
| Farmers & Merchants Investments Inc | 191 | $7.01K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 166 | $6.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $5.79K | 0.00% | +80+102.6% | Added |
| Wolff Wiese Magana LLC | 145 | $5.31K | 0.00% | −46−24.1% | Reduced |
| Salomon & Ludwin, LLC | 141 | $5.09K | 0.00% | −208−59.6% | Reduced |
| CoreCap Advisors, LLC | 135 | $4.95K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 130 | $4.77K | 0.00% | +120+1,200.0% | Added |
| Investors Research Corp | 130 | $4.77K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 125 | $4.58K | 0.00% | +125 | New |
| Wealth Watch Advisors, INC | 118 | $4.33K | 0.00% | +118 | New |
| Elyxium Wealth, LLC | 108 | $3.96K | 0.00% | +108 | New |
| CVA Family Office, LLC | 100 | $3.67K | 0.00% | −399−80.0% | Reduced |
| Essential Partners LLC | 100 | $3.67K | 0.00% | +81+426.3% | Added |
| UMA Financial Services, Inc. | 97 | $3.56K | 0.00% | +43+79.6% | Added |
| Bruce G. Allen Investments, LLC | 95 | $3.48K | 0.00% | −16−14.4% | Reduced |
| Harbour Investments, Inc. | 86 | $3.17K | 0.00% | +18+26.5% | Added |
| Ronald Blue Trust, Inc. | 82 | $3.01K | 0.00% | −11−11.8% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $3.00K | 0.00% | −15−16.3% | Reduced |
| Avion Wealth | 85 | $3.00K | 0.00% | +58+214.8% | Added |
| IMG Wealth Management, Inc. | 81 | $2.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $2.79K | 0.00% | −77−50.3% | Reduced |
| Ares Financial Consulting, LLC | 70 | $2.57K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 69 | $2.51K | 0.00% | +52+305.9% | Added |
| Financial Consulate, Inc | 68 | $2.50K | 0.00% | +13+23.6% | Added |
| Aspect Partners, LLC | 68 | $2.49K | 0.00% | −6−8.1% | Reduced |
| Turning Point Benefit Group, Inc. | 68 | $2.49K | 0.00% | +68 | New |
| AdvisorNet Financial, Inc | 67 | $2.46K | 0.00% | +15+28.8% | Added |
| MV Capital Management, Inc. | 65 | $2.38K | 0.00% | −3−4.4% | Reduced |
| Howard Hughes Medical Institute | 65 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 61 | $2.24K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 55 | $2.02K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 54 | $1.98K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 52 | $1.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $1.87K | 0.00% | +8+18.6% | Added |
| South State Corp. | 50 | $1.83K | 0.00% | −15−23.1% | Reduced |
| NVWM, LLC | 50 | $1.83K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 45 | $1.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 42 | $1.54K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 40 | $1.47K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 36 | $1.32K | 0.00% | +36 | New |
| Johnson Financial Group, Inc. | 33 | $1.21K | 0.00% | −13−28.3% | Reduced |
| TFC Financial Management | 33 | $1.21K | 0.00% | −6−15.4% | Reduced |
| Sunbelt Securities, Inc. | 31 | $1.14K | 0.00% | +31 | New |
| Financial Management Professionals, Inc. | 30 | $1.10K | 0.00% | −7−18.9% | Reduced |
| Dunhill Financial, LLC | 27 | $993 | 0.00% | +20+285.7% | Added |
| Principia Wealth Advisory, LLC | 27 | $990 | 0.00% | +20+285.7% | Added |
| Root Financial Partners, LLC | 25 | $917 | 0.00% | −17−40.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 25 | $917 | 0.00% | +25 | New |
| Harbor Asset Planning, Inc. | 24 | $880 | 0.00% | 00.0% | Unchanged |