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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 583 | $19.7K | 0.00% | +47+8.8% | Added |
| TD Capital Management LLC | 600 | $20.3K | 0.00% | +600 | New |
| Webster Bank, N. A. | 648 | $21.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 669 | $22.6K | 0.00% | +360+116.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 732 | $24.7K | 0.00% | +18+2.5% | Added |
| Smartleaf Asset Management LLC | 742 | $25.0K | 0.00% | +208+39.0% | Added |
| Assetmark, Inc | 750 | $25.3K | 0.00% | −3,544−82.5% | Reduced |
| Fulcrum Asset Management LLP | 801 | $27.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 827 | $28.3K | 0.02% | −52−5.9% | Reduced |
| Group One Trading, L.P. | 868 | $29.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 920 | $31.1K | 0.02% | +188+25.7% | Added |
| Albion Financial Group | 1,000 | $33.8K | 0.00% | +1,000 | New |
| Massmutual Trust Co FSB | 1,048 | $35.4K | 0.00% | −3−0.3% | Reduced |
| Private Trust Co NA | 1,083 | $36.6K | 0.00% | +10+0.9% | Added |
| Ancora Advisors, LLC | 1,116 | $37.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,199 | $40.5K | 0.00% | −515−30.0% | Reduced |
| Huntington National Bank | 1,202 | $40.6K | 0.00% | +52+4.5% | Added |
| Whittier Trust Co | 1,177 | $40.9K | 0.00% | −1,010−46.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,219 | $41.2K | 0.00% | +574+89.0% | Added |
| Los Angeles Capital Management LLC | 1,219 | $41.2K | 0.00% | +1,219 | New |
| Federated Hermes, Inc. | 1,261 | $42.6K | 0.00% | −22−1.7% | Reduced |
| MAI Capital Management | 1,264 | $42.7K | 0.00% | +1,209+2,198.2% | Added |
| Glen Eagle Advisors, LLC | 1,296 | $43.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,349 | $45.6K | 0.00% | +1,349 | New |
| Wiser Advisor Group LLC | 1,352 | $45.7K | 0.06% | +15+1.1% | Added |
| Farther Finance Advisors, LLC | 1,376 | $47.1K | 0.00% | −185−11.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,550 | $52.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,566 | $52.9K | 0.00% | +1,566 | New |
| Addison Advisors LLC | 1,779 | $60.1K | 0.01% | −114−6.0% | Reduced |
| Hanson & Doremus Investment Management | 1,918 | $65.0K | 0.01% | +1,000+108.9% | Added |
| Creative Financial Designs Inc | 2,045 | $69.1K | 0.00% | +517+33.8% | Added |
| St Germain D J Co Inc | 2,161 | $73.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,323 | $78.5K | 0.00% | +503+27.6% | Added |
| Rothschild Investment LLC | 2,575 | $87.0K | 0.00% | +209+8.8% | Added |
| Atlas Capital Advisors LLC | 2,622 | $88.6K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,705 | $91.4K | 0.00% | +2,705 | New |
| CX Institutional | 2,715 | $92.0K | 0.00% | −1,158−29.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,846 | $96.1K | 0.00% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,215 | $109.0K | 0.01% | +3,215 | New |
| Washington Trust Advisors, Inc. | 3,242 | $109.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,308 | $111.7K | 0.00% | +13+0.4% | Added |
| Signaturefd, LLC | 3,411 | $115.2K | 0.00% | +86+2.6% | Added |
| US Bancorp | 3,443 | $116.3K | 0.00% | −1,198−25.8% | Reduced |
| Quarry LP | 3,524 | $119.0K | 0.02% | −1,959−35.7% | Reduced |
| Advisory Services Network, LLC | 3,680 | $124.3K | 0.00% | +3,680 | New |
| Parallel Advisors, LLC | 3,704 | $125.2K | 0.00% | −146−3.8% | Reduced |
| Westpac Banking Corp | 3,793 | $128.1K | 0.01% | −36−0.9% | Reduced |
| Brown Brothers Harriman & Co | 4,138 | $139.8K | 0.00% | +835+25.3% | Added |
| Siemens Fonds Invest GmbH | 4,296 | $145.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,390 | $148.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,739 | $159.1K | 0.00% | +3,236+215.3% | Added |
| GF Fund Management Co. Ltd. | 4,758 | $160.7K | 0.00% | −463−8.9% | Reduced |
| Horizon Investments, LLC | 4,995 | $166.6K | 0.00% | +202+4.2% | Added |
| Canada Post Corp Registered Pension Plan | 4,935 | $166.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,205 | $175.8K | 0.10% | −175−3.3% | Reduced |
| Tema ETFs LLC | 5,409 | $182.7K | 0.01% | +28+0.5% | Added |
| SRS Capital Advisors, Inc. | 5,551 | $187.5K | 0.01% | +80+1.5% | Added |
| Caitong International Asset Management Co., Ltd | 5,735 | $193.7K | 0.04% | +4,812+521.3% | Added |
| Ostrum Asset Management | 5,851 | $197.6K | 0.01% | +85+1.5% | Added |
| Winebrenner Capital Management LLC | 6,011 | $203.1K | 0.13% | +11+0.2% | Added |
| Alps Advisors Inc | 6,253 | $211.2K | 0.00% | +85+1.4% | Added |
| Iron Financial, LLC | 6,343 | $214.3K | 0.09% | −136−2.1% | Reduced |
| Verus Financial Partners, Inc. | 6,400 | $219.2K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 6,543 | $221.0K | 0.00% | +6,543 | New |
| Guggenheim Capital LLC | 6,627 | $223.9K | 0.00% | −4,304−39.4% | Reduced |
| Royal London Asset Management Ltd | 6,679 | $225.6K | 0.00% | −154,897−95.9% | Reduced |
| Integrity Wealth Solutions LLC | 6,766 | $228.6K | 0.09% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 6,786 | $229.2K | 0.04% | +588+9.5% | Added |
| One Capital Management, LLC | 6,840 | $231.1K | 0.01% | −1,075−13.6% | Reduced |
| TT Capital Management LLC | 6,900 | $233.1K | 0.19% | −100−1.4% | Reduced |
| Atomi Financial Group, Inc. | 6,937 | $234.3K | 0.01% | +6,937 | New |
| Aprio Wealth Management, LLC | 6,974 | $235.6K | 0.01% | +6,974 | New |
| Syon Capital LLC | 6,995 | $236.3K | 0.01% | +253+3.8% | Added |
| Advisory Alpha, LLC | 7,043 | $237.9K | 0.01% | +7,043 | New |
| Gateway Investment Advisers LLC | 7,145 | $241.3K | 0.00% | +7,145 | New |
| B. Metzler seel. Sohn & Co. AG | 7,179 | $242.5K | 0.00% | −770−9.7% | Reduced |
| V-Square Quantitative Management LLC | 7,267 | $245.5K | 0.03% | 00.0% | Unchanged |
| M&G Plc | 7,223 | $245.6K | 0.00% | +7,223 | New |
| Capital International Sarl | 7,438 | $251.3K | 0.00% | +7,438 | New |
| Capital Management Corp | 7,501 | $253.4K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,574 | $256.0K | 0.04% | +7,574 | New |
| Lowe Brockenbrough & Co Inc | 7,980 | $269.6K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,077 | $272.8K | 0.01% | −100−1.2% | Reduced |
| HB Wealth Management, LLC | 8,151 | $275.3K | 0.00% | +755+10.2% | Added |
| MUFG Securities Americas Inc. | 8,322 | $281.1K | 0.02% | +220+2.7% | Added |
| Medallion Wealth Advisors, LLC | 8,447 | $285.3K | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,694 | $293.7K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,768 | $296.2K | 0.01% | +1,761+25.1% | Added |
| Sequoia Financial Advisors, LLC | 8,871 | $299.6K | 0.00% | −1,422−13.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,901 | $301.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 8,923 | $301.4K | 0.00% | +8,923 | New |
| Credit Agricole S A | 9,016 | $304.6K | 0.00% | −51,244−85.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,033 | $305.4K | 0.00% | −548−5.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 9,110 | $307.7K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | 9,265 | $313.0K | 0.00% | +232+2.6% | Added |
| Stifel Financial Corp | 9,399 | $317.5K | 0.00% | −138−1.4% | Reduced |
| Nomura Holdings Inc | 9,490 | $320.6K | 0.00% | −3,310−25.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,624 | $325.1K | 0.00% | +14+0.1% | Added |
| North Dakota State Investment Board | 9,658 | $326.2K | 0.01% | −1,698−15.0% | Reduced |