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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, Q1 2026

Institutional positions in UDR, Inc. as of Mar 31, 2026. 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
528
+11 vs. Q4 2025
Shares held
324.9M
+62.6M (+23.9%) vs. Q4 2025
Total value
$11.0B
+$1.36B (+14.1%) vs. Q4 2025
New holders
73
191 more added
Sold out
62
177 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 528 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 heldQ1 2026: $11.0B
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, Q1 2026

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2025.

Institutions holding UDR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth15$00.00%−70−82.4%Reduced
Meeder Asset Management Inc1$340.00%+1New
3 Factor Indexing, LLC1$340.00%+1New
Clark Wealth Partners4$1360.00%−11−73.3%Reduced
Rossby Financial, LCC5$1710.00%00.0%Unchanged
Silicon Valley Capital Partners6$2030.00%+6New
Hughes Financial Services, LLC7$2360.00%+3+75.0%Added
Activest Wealth Management9$3040.00%00.0%Unchanged
Synergy Investment Management, LLC9$3040.00%+9New
Sound Income Strategies, LLC10$3420.00%00.0%Unchanged
Whipplewood Advisors, LLC11$3720.00%+11New
Bell Investment Advisors, Inc14$4730.00%00.0%Unchanged
Salomon & Ludwin, LLC14$4850.00%−127−90.1%Reduced
Financial Management Professionals, Inc.15$5070.00%−15−50.0%Reduced
Sachetta, LLC15$5070.00%00.0%Unchanged
Rialto Wealth Management, LLC15$5070.00%00.0%Unchanged
Signature Resources Capital Management, LLC16$5400.00%00.0%Unchanged
Cornerstone Financial Management LLC16$5400.00%00.0%Unchanged
American Capital Advisory, LLC16$5410.00%−1−5.9%Reduced
Principia Wealth Advisory, LLC17$5740.00%−10−37.0%Reduced
Golden State Equity Partners18$6080.00%+18New
Transamerica Financial Advisors, Inc.19$6410.00%+8+72.7%Added
Aventura Private Wealth, LLC20$6760.00%00.0%Unchanged
RWM Asset Management, LLC20$6760.00%+20New
Basepoint Wealth LLC22$7500.00%+1+4.8%Added
Dunhill Financial, LLC22$7690.00%−5−18.5%Reduced
Abound Wealth Management23$7840.00%00.0%Unchanged
Harbor Asset Planning, Inc.24$8110.00%00.0%Unchanged
Quaker Wealth Management, LLC24$8110.00%+10+71.4%Added
Intentional Wealth Strategies, LLC26$8780.00%+26New
Keating Financial Advisory Services, Inc.32$1.08K0.00%+7+28.0%Added
Johnson Financial Group, Inc.33$1.11K0.00%00.0%Unchanged
TFC Financial Management33$1.11K0.00%00.0%Unchanged
Spire Wealth Management35$1.18K0.00%−16−31.4%Reduced
NVWM, LLC35$1.18K0.00%−15−30.0%Reduced
JPL Wealth Management, LLC35$1.18K0.00%+35New
Harbour Investments, Inc.37$1.26K0.00%−49−57.0%Reduced
Greykasell Wealth Strategies, Inc.43$1.45K0.00%+43New
Fortitude Family Office, LLC45$1.52K0.00%00.0%Unchanged
Sunbelt Securities, Inc.47$1.59K0.00%+16+51.6%Added
Clear Street Markets LLC49$1.66K0.00%−4,116−98.8%Reduced
Raffa Wealth Management, LLC52$1.76K0.00%00.0%Unchanged
Westside Investment Management, Inc.54$1.82K0.00%00.0%Unchanged
Clayton Financial Group LLC54$1.82K0.00%+18+50.0%Added
UMA Financial Services, Inc.59$1.99K0.00%−38−39.2%Reduced
GW&K Investment Management, LLC73$2.00K0.00%−4−5.2%Reduced
ZRC Wealth Management, LLC60$2.03K0.00%+18+42.9%Added
GWM Advisors LLC60$2.03K0.00%+60New
Kozak & Associates, Inc.62$2.14K0.00%+1+1.6%Added
MV Capital Management, Inc.64$2.16K0.00%−1−1.5%Reduced
Cornerstone Planning Group LLC60$2.19K0.00%−9−13.0%Reduced
Ronald Blue Trust, Inc.65$2.20K0.00%−17−20.7%Reduced
South State Corp.69$2.33K0.00%+19+38.0%Added
Aspect Partners, LLC70$2.37K0.00%+2+2.9%Added
Ares Financial Consulting, LLC70$2.40K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC72$2.43K0.00%−23−24.2%Reduced
Annis Gardner Whiting Capital Advisors, LLC75$2.53K0.00%−193−72.0%Reduced
Private Wealth Management Group, LLC76$2.57K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC83$2.80K0.00%+83New
Essential Partners LLC84$2.84K0.00%−16−16.0%Reduced
AdvisorNet Financial, Inc87$2.94K0.00%+20+29.9%Added
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.95$3.21K0.00%+95New
CVA Family Office, LLC100$3.38K0.00%00.0%Unchanged
J.Safra Asset Management Corp125$4.22K0.00%00.0%Unchanged
Investors Research Corp130$4.39K0.00%00.0%Unchanged
CoreCap Advisors, LLC135$4.56K0.00%00.0%Unchanged
Kilter Group LLC135$4.56K0.00%+5+3.8%Added
Wolff Wiese Magana LLC144$4.87K0.00%−1−0.7%Reduced
Covestor Ltd158$5.00K0.00%−135−46.1%Reduced
Larson Financial Group LLC170$5.74K0.00%−23−11.9%Reduced
Dogwood Wealth Management LLC172$5.81K0.00%+172New
Farmers & Merchants Investments Inc191$6.45K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC197$6.66K0.00%−244−55.3%Reduced
Bayforest Capital Ltd197$6.66K0.01%+197New
First Horizon Corp200$6.76K0.00%00.0%Unchanged
Geneos Wealth Management Inc.200$6.77K0.00%00.0%Unchanged
Zions Bancorporation, National Association208$7.03K0.00%+201+2,871.4%Added
Steigerwald, Gordon & Koch Inc.216$7.30K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC216$7.30K0.00%+216New
DT Investment Partners, LLC224$7.57K0.00%00.0%Unchanged
Central Trust Co250$8.45K0.00%00.0%Unchanged
Highline Wealth Partners LLC265$8.95K0.00%+265New
Trust Co of Toledo NA312$10.5K0.00%+10+3.3%Added
Manchester Capital Management LLC317$10.7K0.00%00.0%Unchanged
Horizon Financial Services, LLC330$11.1K0.00%+164+98.8%Added
Gold Investment Management Ltd.349$11.8K0.00%00.0%Unchanged
Quent Capital, LLC356$12.0K0.00%−363−50.5%Reduced
Parkside Financial Bank & Trust360$12.2K0.00%+132+57.9%Added
Raiffeisen Bank International AG378$12.7K0.00%00.0%Unchanged
IFP Advisors, Inc388$13.1K0.00%+230+145.6%Added
JNBA Financial Advisors410$13.8K0.00%00.0%Unchanged
NBC Securities, Inc.416$14.1K0.00%+28+7.2%Added
TD Private Client Wealth LLC440$14.9K0.00%+59+15.5%Added
Crews Bank & Trust444$15.0K0.00%00.0%Unchanged
SHP Wealth Management463$15.6K0.00%−21−4.3%Reduced
Owl Creek Wealth Partners LLC495$16.7K0.01%+495New
Bogart Wealth, LLC500$16.9K0.00%−15−2.9%Reduced
Duncker Streett & Co Inc500$16.9K0.00%00.0%Unchanged
Root Financial Partners, LLC506$17.1K0.00%+481+1,924.0%Added