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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,550 | $52.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,376 | $47.1K | 0.00% | −185−11.9% | Reduced |
| Wiser Advisor Group LLC | 1,352 | $45.7K | 0.06% | +15+1.1% | Added |
| Salem Investment Counselors Inc | 1,349 | $45.6K | 0.00% | +1,349 | New |
| Glen Eagle Advisors, LLC | 1,296 | $43.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,264 | $42.7K | 0.00% | +1,209+2,198.2% | Added |
| Federated Hermes, Inc. | 1,261 | $42.6K | 0.00% | −22−1.7% | 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 |
| Whittier Trust Co | 1,177 | $40.9K | 0.00% | −1,010−46.2% | Reduced |
| Huntington National Bank | 1,202 | $40.6K | 0.00% | +52+4.5% | Added |
| Umb Bank N A | 1,199 | $40.5K | 0.00% | −515−30.0% | Reduced |
| Ancora Advisors, LLC | 1,116 | $37.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,083 | $36.6K | 0.00% | +10+0.9% | Added |
| Massmutual Trust Co FSB | 1,048 | $35.4K | 0.00% | −3−0.3% | Reduced |
| Albion Financial Group | 1,000 | $33.8K | 0.00% | +1,000 | New |
| Cromwell Holdings LLC | 920 | $31.1K | 0.02% | +188+25.7% | Added |
| Group One Trading, L.P. | 868 | $29.3K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 827 | $28.3K | 0.02% | −52−5.9% | Reduced |
| Fulcrum Asset Management LLP | 801 | $27.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 750 | $25.3K | 0.00% | −3,544−82.5% | Reduced |
| Smartleaf Asset Management LLC | 742 | $25.0K | 0.00% | +208+39.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 732 | $24.7K | 0.00% | +18+2.5% | Added |
| Versant Capital Management, Inc | 669 | $22.6K | 0.00% | +360+116.5% | Added |
| Webster Bank, N. A. | 648 | $21.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 600 | $20.3K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 583 | $19.7K | 0.00% | +47+8.8% | Added |
| International Assets Investment Management, LLC | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 506 | $17.1K | 0.00% | +481+1,924.0% | Added |
| Bogart Wealth, LLC | 500 | $16.9K | 0.00% | −15−2.9% | Reduced |
| Duncker Streett & Co Inc | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 495 | $16.7K | 0.01% | +495 | New |
| SHP Wealth Management | 463 | $15.6K | 0.00% | −21−4.3% | Reduced |
| Crews Bank & Trust | 444 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 440 | $14.9K | 0.00% | +59+15.5% | Added |
| NBC Securities, Inc. | 416 | $14.1K | 0.00% | +28+7.2% | Added |
| JNBA Financial Advisors | 410 | $13.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 388 | $13.1K | 0.00% | +230+145.6% | Added |
| Raiffeisen Bank International AG | 378 | $12.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 360 | $12.2K | 0.00% | +132+57.9% | Added |
| Quent Capital, LLC | 356 | $12.0K | 0.00% | −363−50.5% | Reduced |
| Gold Investment Management Ltd. | 349 | $11.8K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 330 | $11.1K | 0.00% | +164+98.8% | Added |
| Manchester Capital Management LLC | 317 | $10.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 312 | $10.5K | 0.00% | +10+3.3% | Added |
| Highline Wealth Partners LLC | 265 | $8.95K | 0.00% | +265 | New |
| Central Trust Co | 250 | $8.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $7.57K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 216 | $7.30K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $7.30K | 0.00% | +216 | New |
| Zions Bancorporation, National Association | 208 | $7.03K | 0.00% | +201+2,871.4% | Added |
| Geneos Wealth Management Inc. | 200 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 197 | $6.66K | 0.00% | −244−55.3% | Reduced |
| Bayforest Capital Ltd | 197 | $6.66K | 0.01% | +197 | New |
| Farmers & Merchants Investments Inc | 191 | $6.45K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 172 | $5.81K | 0.00% | +172 | New |
| Larson Financial Group LLC | 170 | $5.74K | 0.00% | −23−11.9% | Reduced |
| Covestor Ltd | 158 | $5.00K | 0.00% | −135−46.1% | Reduced |
| Wolff Wiese Magana LLC | 144 | $4.87K | 0.00% | −1−0.7% | Reduced |
| Kilter Group LLC | 135 | $4.56K | 0.00% | +5+3.8% | Added |
| CoreCap Advisors, LLC | 135 | $4.56K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $4.39K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 125 | $4.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 95 | $3.21K | 0.00% | +95 | New |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 87 | $2.94K | 0.00% | +20+29.9% | Added |
| Essential Partners LLC | 84 | $2.84K | 0.00% | −16−16.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 83 | $2.80K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 76 | $2.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $2.53K | 0.00% | −193−72.0% | Reduced |
| Bruce G. Allen Investments, LLC | 72 | $2.43K | 0.00% | −23−24.2% | Reduced |
| Ares Financial Consulting, LLC | 70 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $2.37K | 0.00% | +2+2.9% | Added |
| South State Corp. | 69 | $2.33K | 0.00% | +19+38.0% | Added |
| Ronald Blue Trust, Inc. | 65 | $2.20K | 0.00% | −17−20.7% | Reduced |
| Cornerstone Planning Group LLC | 60 | $2.19K | 0.00% | −9−13.0% | Reduced |
| MV Capital Management, Inc. | 64 | $2.16K | 0.00% | −1−1.5% | Reduced |
| Kozak & Associates, Inc. | 62 | $2.14K | 0.00% | +1+1.6% | Added |
| ZRC Wealth Management, LLC | 60 | $2.03K | 0.00% | +18+42.9% | Added |
| GWM Advisors LLC | 60 | $2.03K | 0.00% | +60 | New |
| GW&K Investment Management, LLC | 73 | $2.00K | 0.00% | −4−5.2% | Reduced |
| UMA Financial Services, Inc. | 59 | $1.99K | 0.00% | −38−39.2% | Reduced |
| Clayton Financial Group LLC | 54 | $1.82K | 0.00% | +18+50.0% | Added |
| Westside Investment Management, Inc. | 54 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.76K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 49 | $1.66K | 0.00% | −4,116−98.8% | Reduced |
| Sunbelt Securities, Inc. | 47 | $1.59K | 0.00% | +16+51.6% | Added |
| Fortitude Family Office, LLC | 45 | $1.52K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 43 | $1.45K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 37 | $1.26K | 0.00% | −49−57.0% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.18K | 0.00% | +35 | New |
| Spire Wealth Management | 35 | $1.18K | 0.00% | −16−31.4% | Reduced |
| NVWM, LLC | 35 | $1.18K | 0.00% | −15−30.0% | Reduced |
| Johnson Financial Group, Inc. | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $1.08K | 0.00% | +7+28.0% | Added |
| Intentional Wealth Strategies, LLC | 26 | $878 | 0.00% | +26 | New |
| Harbor Asset Planning, Inc. | 24 | $811 | 0.00% | 00.0% | Unchanged |