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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, Q2 2026

Institutional positions in UDR, Inc. as of Jun 30, 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
522
−2 vs. Q1 2026
Shares held
338.1M
+13.3M (+4.1%) vs. Q1 2026
Total value
$13.5B
+$2.52B (+23.0%) vs. Q1 2026
New holders
78
166 more added
Sold out
80
209 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 522 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 heldQ2 2026: $13.5B
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, Q2 2026

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2026.

Institutions holding UDR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth15$00.00%00.0%Unchanged
Allied Private Wealth LLC1$420.00%+1New
Highland Investment Advisors LLC3$1200.00%+3New
Clark Wealth Partners4$1600.00%00.0%Unchanged
Motco6$2400.00%+6New
Silicon Valley Capital Partners6$2420.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC7$2790.00%+7New
Davis Capital Management9$3590.00%+9New
Principia Wealth Advisory, LLC12$4790.00%−5−29.4%Reduced
Caitong International Asset Management Co., Ltd13$5190.00%−5,722−99.8%Reduced
Bare Financial Services, Inc13$5190.00%+13New
Bell Investment Advisors, Inc14$5590.00%00.0%Unchanged
Financial Consulate, Inc14$5590.00%+14New
Salomon & Ludwin, LLC14$5690.00%00.0%Unchanged
Financial Management Professionals, Inc.15$5990.00%00.0%Unchanged
Rialto Wealth Management, LLC15$5990.00%00.0%Unchanged
Valley National Advisers Inc15$5990.00%+15New
Signature Resources Capital Management, LLC16$6390.00%00.0%Unchanged
Cornerstone Financial Management LLC16$6390.00%00.0%Unchanged
Rossby Financial, LCC16$6390.00%+11+220.0%Added
Strengthening Families & Communities, LLC18$7190.00%+18New
Buck Wealth Strategies, LLC18$7190.00%+18New
Aventura Private Wealth, LLC20$7980.00%00.0%Unchanged
Ronald Blue Trust, Inc.22$8780.00%−43−66.2%Reduced
American Capital Advisory, LLC22$8790.00%+6+37.5%Added
Basepoint Wealth LLC22$8970.00%00.0%Unchanged
Provenance Wealth Advisors, LLC23$9180.00%+23New
Harbor Asset Planning, Inc.24$9580.00%00.0%Unchanged
Dunhill Financial, LLC24$9780.00%+2+9.1%Added
Quaker Wealth Management, LLC26$1.04K0.00%+2+8.3%Added
TFC Financial Management27$1.08K0.00%−6−18.2%Reduced
Silver Grove Financial Group, Inc.31$1.24K0.00%−64−67.4%Reduced
Planning Strategies Inc.31$1.24K0.00%+31New
Transamerica Financial Advisors, Inc.33$1.32K0.00%+14+73.7%Added
NVWM, LLC35$1.40K0.00%00.0%Unchanged
Spire Wealth Management35$1.40K0.00%00.0%Unchanged
Harbour Investments, Inc.35$1.41K0.00%−2−5.4%Reduced
Hughes Financial Services, LLC40$1.60K0.00%+33+471.4%Added
Greykasell Wealth Strategies, Inc.43$1.72K0.00%00.0%Unchanged
Activest Wealth Management43$1.72K0.00%+34+377.8%Added
Keating Financial Advisory Services, Inc.44$1.76K0.00%+12+37.5%Added
Fortitude Family Office, LLC45$1.80K0.00%00.0%Unchanged
High Note Wealth, LLC46$1.84K0.00%+46New
MV Capital Management, Inc.48$1.92K0.00%−16−25.0%Reduced
Kilter Group LLC50$2.00K0.00%−85−63.0%Reduced
Raffa Wealth Management, LLC50$2.00K0.00%−2−3.8%Reduced
Bruce G. Allen Investments, LLC51$2.04K0.00%−21−29.2%Reduced
True Wealth Design, LLC52$2.08K0.00%+52New
Westside Investment Management, Inc.54$2.16K0.00%00.0%Unchanged
Cornerstone Planning Group LLC55$2.18K0.00%−5−8.3%Reduced
JPL Wealth Management, LLC57$2.28K0.00%+22+62.9%Added
Kozak & Associates, Inc.62$2.53K0.00%00.0%Unchanged
Ares Financial Consulting, LLC70$2.79K0.00%00.0%Unchanged
Aspect Partners, LLC70$2.79K0.00%00.0%Unchanged
South State Corp.74$2.96K0.00%+5+7.2%Added
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC76$3.03K0.00%00.0%Unchanged
AdvisorNet Financial, Inc86$3.43K0.00%−1−1.1%Reduced
UMA Financial Services, Inc.99$3.95K0.00%+40+67.8%Added
CVA Family Office, LLC100$3.99K0.00%00.0%Unchanged
Dogwood Wealth Management LLC101$4.03K0.00%−71−41.3%Reduced
J.Safra Asset Management Corp125$4.99K0.00%00.0%Unchanged
Investors Research Corp130$5.19K0.00%00.0%Unchanged
CoreCap Advisors, LLC141$5.63K0.00%+6+4.4%Added
Wolff Wiese Magana LLC144$5.75K0.00%00.0%Unchanged
Axiom Investment Management LLC150$5.99K0.00%+150New
Larson Financial Group LLC172$6.87K0.00%+2+1.2%Added
Raiffeisen Bank International AG178$7.14K0.00%−200−52.9%Reduced
Farmers & Merchants Investments Inc191$7.63K0.00%00.0%Unchanged
Geneos Wealth Management Inc.200$7.98K0.00%00.0%Unchanged
Horizon Financial Services, LLC212$8.46K0.00%−118−35.8%Reduced
Steigerwald, Gordon & Koch Inc.216$8.62K0.00%00.0%Unchanged
DT Investment Partners, LLC224$8.94K0.00%00.0%Unchanged
GW&K Investment Management, LLC225$9.00K0.00%+152+208.2%Added
Cary Street Partner Investment Advisory LLC243$9.70K0.00%+46+23.4%Added
Central Trust Co250$9.98K0.00%00.0%Unchanged
Highline Wealth Partners LLC284$11.3K0.00%+19+7.2%Added
Meeder Asset Management Inc290$11.6K0.00%+289+28,900.0%Added
ZRC Wealth Management, LLC299$11.9K0.00%+239+398.3%Added
Zions Bancorporation, National Association302$12.1K0.00%+94+45.2%Added
Manchester Capital Management LLC317$12.7K0.00%00.0%Unchanged
Assetmark, Inc322$12.9K0.00%−428−57.1%Reduced
IFP Advisors, Inc376$15.0K0.00%−12−3.1%Reduced
JNBA Financial Advisors410$16.4K0.00%00.0%Unchanged
TD Private Client Wealth LLC417$16.6K0.00%−23−5.2%Reduced
NBC Securities, Inc.425$17.0K0.00%+9+2.2%Added
Trust Co of Toledo NA443$17.7K0.00%+131+42.0%Added
Crews Bank & Trust444$17.7K0.00%00.0%Unchanged
SHP Wealth Management484$19.3K0.00%+21+4.5%Added
Quent Capital, LLC491$19.6K0.00%+135+37.9%Added
Duncker Streett & Co Inc500$20.0K0.00%00.0%Unchanged
International Assets Investment Management, LLC520$21.1K0.00%+20+4.0%Added
Bogart Wealth, LLC540$21.6K0.00%+40+8.0%Added
Regatta Research & Money Management569$22.7K0.02%+569New
SJS Investment Consulting Inc.608$24.3K0.00%+608New
E Fund Management (Hong Kong) Co., Ltd.613$24.5K0.01%+613New
Covestor Ltd650$26.0K0.02%+492+311.4%Added
Versant Capital Management, Inc684$27.3K0.00%+15+2.2%Added
Pinnacle Wealth Planning Services, Inc.738$29.5K0.00%+6+0.8%Added
Smartleaf Asset Management LLC742$29.8K0.00%00.0%Unchanged