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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 767 | $30.6K | 0.01% | −153−16.6% | Reduced |
| Onefund, LLC | 808 | $32.3K | 0.02% | −19−2.3% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 837 | $33.4K | 0.04% | +837 | New |
| Massmutual Trust Co FSB | 864 | $34.5K | 0.00% | −184−17.6% | Reduced |
| Fulcrum Asset Management LLP | 869 | $34.9K | 0.00% | +68+8.5% | Added |
| Owl Creek Wealth Partners LLC | 875 | $34.9K | 0.01% | +380+76.8% | Added |
| Parkside Financial Bank & Trust | 947 | $37.8K | 0.00% | +587+163.1% | Added |
| Umb Bank N A | 975 | $38.9K | 0.00% | −224−18.7% | Reduced |
| Albion Financial Group | 1,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,007 | $40.2K | 0.02% | +923+1,098.8% | Added |
| Private Trust Co NA | 1,071 | $42.8K | 0.00% | −12−1.1% | Reduced |
| Mather Group, LLC. | 1,133 | $45.2K | 0.00% | −433−27.7% | Reduced |
| Huntington National Bank | 1,178 | $47.0K | 0.00% | −24−2.0% | Reduced |
| Federated Hermes, Inc. | 1,236 | $49.3K | 0.00% | −25−2.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,296 | $51.7K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,301 | $51.9K | 0.00% | −13,932−91.5% | Reduced |
| Farther Finance Advisors, LLC | 1,325 | $52.9K | 0.00% | −51−3.7% | Reduced |
| Wiser Advisor Group LLC | 1,368 | $54.6K | 0.06% | +16+1.2% | Added |
| Addison Advisors LLC | 1,447 | $57.8K | 0.03% | −332−18.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,555 | $62.1K | 0.00% | +336+27.6% | Added |
| Duff & Phelps Investment Management Co | 1,800 | $71.9K | 0.00% | +1,800 | New |
| Northwestern Mutual Wealth Management Co | 1,889 | $75.4K | 0.00% | +1,306+224.0% | Added |
| Hanson & Doremus Investment Management | 1,918 | $77.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,998 | $79.8K | 0.00% | +1,998 | New |
| Graticule Asia Macro Advisors LLC | 2,068 | $82.6K | 0.01% | +2,068 | New |
| St Germain D J Co Inc | 2,161 | $86.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,502 | $99.9K | 0.00% | +457+22.3% | Added |
| Ameritas Investment Partners, Inc. | 2,585 | $103.2K | 0.00% | −261−9.2% | Reduced |
| Allworth Financial LP | 2,643 | $105.5K | 0.00% | +320+13.8% | Added |
| Signaturefd, LLC | 2,697 | $107.7K | 0.00% | −714−20.9% | Reduced |
| Y.D. More Investments Ltd | 2,805 | $112.0K | 0.00% | +100+3.7% | Added |
| Westpac Banking Corp | 2,856 | $114.0K | 0.01% | −937−24.7% | Reduced |
| Employees Retirement System of Texas | 2,887 | $115.0K | 0.00% | +2,887 | New |
| Parallel Advisors, LLC | 2,957 | $118.1K | 0.00% | −747−20.2% | Reduced |
| Washington Trust Advisors, Inc. | 3,274 | $130.7K | 0.01% | +32+1.0% | Added |
| US Bancorp | 3,330 | $132.9K | 0.00% | −113−3.3% | Reduced |
| Clear Street Markets LLC | 3,472 | $138.6K | 0.03% | +3,423+6,985.7% | Added |
| Rothschild Investment LLC | 3,661 | $146.1K | 0.01% | +1,086+42.2% | Added |
| GF Fund Management Co. Ltd. | 3,906 | $155.9K | 0.00% | −852−17.9% | Reduced |
| CX Institutional | 3,978 | $159.0K | 0.00% | +1,263+46.5% | Added |
| Group One Trading, L.P. | 4,430 | $176.8K | 0.01% | +3,562+410.4% | Added |
| Optiver Holding B.V. | 4,472 | $178.5K | 0.00% | +4,472 | New |
| Global Retirement Partners, LLC | 4,689 | $187.2K | 0.00% | +4,689 | New |
| Sun Life Financial INC | 4,708 | $188.0K | 0.01% | +1,493+46.4% | Added |
| Canada Post Corp Registered Pension Plan | 4,935 | $197.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,025 | $200.6K | 0.02% | +5,025 | New |
| Horizon Investments, LLC | 5,064 | $201.4K | 0.00% | +69+1.4% | Added |
| CPA Asset Management LLC | 5,071 | $202.4K | 0.06% | −5,071−50.0% | Reduced |
| Bull Harbor Capital LLC | 5,090 | $203.2K | 0.04% | +5,090 | New |
| Atom Investors LP | 5,186 | $207.0K | 0.02% | −15,232−74.6% | Reduced |
| Cetera Trust Company, N.A | 5,205 | $207.8K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,390 | $215.2K | 0.00% | +5,330+8,883.3% | Added |
| Armistice Capital, LLC | 5,424 | $216.5K | 0.01% | +5,424 | New |
| Jones Financial Companies LLLP | 5,606 | $224.1K | 0.00% | +867+18.3% | Added |
| AlTi Global, Inc. | 5,715 | $228.1K | 0.00% | +5,715 | New |
| AlphaGrep UK Ltd | 5,726 | $228.6K | 0.07% | −10,792−65.3% | Reduced |
| GTS Securities LLC | 5,733 | $228.9K | 0.00% | −5,511−49.0% | Reduced |
| One Capital Management, LLC | 6,840 | $231.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,855 | $233.7K | 0.07% | +5,855 | New |
| Crestwood Advisors Group LLC | 5,877 | $234.6K | 0.00% | +5,877 | New |
| Tema ETFs LLC | 5,989 | $239.1K | 0.01% | +580+10.7% | Added |
| Winebrenner Capital Management LLC | 6,000 | $239.5K | 0.15% | −11−0.2% | Reduced |
| Evolve Private Wealth, LLC | 6,022 | $240.4K | 0.01% | +6,022 | New |
| AlphaCore Capital LLC | 6,095 | $243.3K | 0.00% | +6,095 | New |
| Brown Brothers Harriman & Co | 6,167 | $246.2K | 0.00% | +2,029+49.0% | Added |
| Quadrature Capital Ltd | 6,222 | $248.4K | 0.00% | +6,222 | New |
| Empowered Funds, LLC | 6,341 | $253.1K | 0.00% | +6,341 | New |
| Syon Capital LLC | 6,383 | $254.8K | 0.01% | −612−8.7% | Reduced |
| Verus Financial Partners, Inc. | 6,400 | $255.5K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,403 | $255.6K | 0.00% | +150+2.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,427 | $256.6K | 0.00% | −2,606−28.8% | Reduced |
| Capital International Sarl | 6,727 | $268.5K | 0.00% | −711−9.6% | Reduced |
| Iron Financial, LLC | 6,754 | $269.6K | 0.11% | +411+6.5% | Added |
| Integrity Wealth Solutions LLC | 6,766 | $270.1K | 0.10% | 00.0% | Unchanged |
| Ossiam | 6,766 | $270.1K | 0.00% | +6,766 | New |
| TT Capital Management LLC | 6,800 | $271.5K | 0.21% | −100−1.4% | Reduced |
| Ethic Inc. | 6,987 | $278.9K | 0.00% | −13,663−66.2% | Reduced |
| V-Square Quantitative Management LLC | 7,267 | $290.1K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,299 | $291.4K | 0.00% | +7,299 | New |
| Jump Financial, LLC | 7,500 | $299.4K | 0.00% | +7,500 | New |
| Capital Management Corp | 7,501 | $299.4K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,588 | $302.9K | 0.01% | +545+7.7% | Added |
| Securian Asset Management, Inc | 7,857 | $312.4K | 0.01% | −220−2.7% | Reduced |
| Aprio Wealth Management, LLC | 7,928 | $316.5K | 0.02% | +954+13.7% | Added |
| Lowe Brockenbrough & Co Inc | 7,980 | $318.6K | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 8,296 | $331.2K | 0.00% | +8,296 | New |
| Medallion Wealth Advisors, LLC | 8,447 | $337.2K | 0.11% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,472 | $338.2K | 0.00% | −62,109−88.0% | Reduced |
| Stifel Financial Corp | 8,501 | $339.4K | 0.00% | −898−9.6% | Reduced |
| 111 Capital | 8,515 | $339.9K | 0.06% | +8,515 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,654 | $345.5K | 0.02% | −40−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,768 | $350.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 8,901 | $355.0K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,906 | $355.5K | 0.02% | +584+7.0% | Added |
| Oppenheimer Asset Management Inc. | 9,125 | $364.3K | 0.00% | −8,965−49.6% | Reduced |
| United Capital Financial Advisers, LLC | 9,177 | $366.4K | 0.00% | −8,292−47.5% | Reduced |
| Cresset Asset Management, LLC | 9,228 | $368.4K | 0.00% | +9,228 | New |
| Groupama Asset Managment | 9,265 | $369.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9,448 | $377.2K | 0.02% | −443−4.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,480 | $378.4K | 0.00% | −144−1.5% | Reduced |