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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1,889 | $75.4K | 0.00% | +1,306+224.0% | Added |
| Duff & Phelps Investment Management Co | 1,800 | $71.9K | 0.00% | +1,800 | New |
| EverSource Wealth Advisors, LLC | 1,555 | $62.1K | 0.00% | +336+27.6% | Added |
| Addison Advisors LLC | 1,447 | $57.8K | 0.03% | −332−18.7% | Reduced |
| Wiser Advisor Group LLC | 1,368 | $54.6K | 0.06% | +16+1.2% | Added |
| Farther Finance Advisors, LLC | 1,325 | $52.9K | 0.00% | −51−3.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,301 | $51.9K | 0.00% | −13,932−91.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,296 | $51.7K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,236 | $49.3K | 0.00% | −25−2.0% | Reduced |
| Huntington National Bank | 1,178 | $47.0K | 0.00% | −24−2.0% | Reduced |
| Mather Group, LLC. | 1,133 | $45.2K | 0.00% | −433−27.7% | Reduced |
| Private Trust Co NA | 1,071 | $42.8K | 0.00% | −12−1.1% | Reduced |
| Essential Partners LLC | 1,007 | $40.2K | 0.02% | +923+1,098.8% | Added |
| Albion Financial Group | 1,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 975 | $38.9K | 0.00% | −224−18.7% | Reduced |
| Parkside Financial Bank & Trust | 947 | $37.8K | 0.00% | +587+163.1% | Added |
| Owl Creek Wealth Partners LLC | 875 | $34.9K | 0.01% | +380+76.8% | Added |
| Fulcrum Asset Management LLP | 869 | $34.9K | 0.00% | +68+8.5% | Added |
| Massmutual Trust Co FSB | 864 | $34.5K | 0.00% | −184−17.6% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 837 | $33.4K | 0.04% | +837 | New |
| Onefund, LLC | 808 | $32.3K | 0.02% | −19−2.3% | Reduced |
| Cromwell Holdings LLC | 767 | $30.6K | 0.01% | −153−16.6% | Reduced |
| Smartleaf Asset Management LLC | 742 | $29.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 738 | $29.5K | 0.00% | +6+0.8% | Added |
| Versant Capital Management, Inc | 684 | $27.3K | 0.00% | +15+2.2% | Added |
| Covestor Ltd | 650 | $26.0K | 0.02% | +492+311.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 613 | $24.5K | 0.01% | +613 | New |
| SJS Investment Consulting Inc. | 608 | $24.3K | 0.00% | +608 | New |
| Regatta Research & Money Management | 569 | $22.7K | 0.02% | +569 | New |
| Bogart Wealth, LLC | 540 | $21.6K | 0.00% | +40+8.0% | Added |
| International Assets Investment Management, LLC | 520 | $21.1K | 0.00% | +20+4.0% | Added |
| Duncker Streett & Co Inc | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 491 | $19.6K | 0.00% | +135+37.9% | Added |
| SHP Wealth Management | 484 | $19.3K | 0.00% | +21+4.5% | Added |
| Crews Bank & Trust | 444 | $17.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 443 | $17.7K | 0.00% | +131+42.0% | Added |
| NBC Securities, Inc. | 425 | $17.0K | 0.00% | +9+2.2% | Added |
| TD Private Client Wealth LLC | 417 | $16.6K | 0.00% | −23−5.2% | Reduced |
| JNBA Financial Advisors | 410 | $16.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 376 | $15.0K | 0.00% | −12−3.1% | Reduced |
| Assetmark, Inc | 322 | $12.9K | 0.00% | −428−57.1% | Reduced |
| Manchester Capital Management LLC | 317 | $12.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 302 | $12.1K | 0.00% | +94+45.2% | Added |
| ZRC Wealth Management, LLC | 299 | $11.9K | 0.00% | +239+398.3% | Added |
| Meeder Asset Management Inc | 290 | $11.6K | 0.00% | +289+28,900.0% | Added |
| Highline Wealth Partners LLC | 284 | $11.3K | 0.00% | +19+7.2% | Added |
| Central Trust Co | 250 | $9.98K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 243 | $9.70K | 0.00% | +46+23.4% | Added |
| GW&K Investment Management, LLC | 225 | $9.00K | 0.00% | +152+208.2% | Added |
| DT Investment Partners, LLC | 224 | $8.94K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 216 | $8.62K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 212 | $8.46K | 0.00% | −118−35.8% | Reduced |
| Geneos Wealth Management Inc. | 200 | $7.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $7.63K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 178 | $7.14K | 0.00% | −200−52.9% | Reduced |
| Larson Financial Group LLC | 172 | $6.87K | 0.00% | +2+1.2% | Added |
| Axiom Investment Management LLC | 150 | $5.99K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 144 | $5.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 141 | $5.63K | 0.00% | +6+4.4% | Added |
| Investors Research Corp | 130 | $5.19K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 125 | $4.99K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 101 | $4.03K | 0.00% | −71−41.3% | Reduced |
| CVA Family Office, LLC | 100 | $3.99K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 99 | $3.95K | 0.00% | +40+67.8% | Added |
| AdvisorNet Financial, Inc | 86 | $3.43K | 0.00% | −1−1.1% | Reduced |
| Private Wealth Management Group, LLC | 76 | $3.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 74 | $2.96K | 0.00% | +5+7.2% | Added |
| Ares Financial Consulting, LLC | 70 | $2.79K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $2.79K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 62 | $2.53K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $2.28K | 0.00% | +22+62.9% | Added |
| Cornerstone Planning Group LLC | 55 | $2.18K | 0.00% | −5−8.3% | Reduced |
| Westside Investment Management, Inc. | 54 | $2.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $2.08K | 0.00% | +52 | New |
| Bruce G. Allen Investments, LLC | 51 | $2.04K | 0.00% | −21−29.2% | Reduced |
| Kilter Group LLC | 50 | $2.00K | 0.00% | −85−63.0% | Reduced |
| Raffa Wealth Management, LLC | 50 | $2.00K | 0.00% | −2−3.8% | Reduced |
| MV Capital Management, Inc. | 48 | $1.92K | 0.00% | −16−25.0% | Reduced |
| High Note Wealth, LLC | 46 | $1.84K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 45 | $1.80K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 44 | $1.76K | 0.00% | +12+37.5% | Added |
| Greykasell Wealth Strategies, Inc. | 43 | $1.72K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $1.72K | 0.00% | +34+377.8% | Added |
| Hughes Financial Services, LLC | 40 | $1.60K | 0.00% | +33+471.4% | Added |
| Harbour Investments, Inc. | 35 | $1.41K | 0.00% | −2−5.4% | Reduced |
| NVWM, LLC | 35 | $1.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $1.40K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 33 | $1.32K | 0.00% | +14+73.7% | Added |
| Silver Grove Financial Group, Inc. | 31 | $1.24K | 0.00% | −64−67.4% | Reduced |
| Planning Strategies Inc. | 31 | $1.24K | 0.00% | +31 | New |
| TFC Financial Management | 27 | $1.08K | 0.00% | −6−18.2% | Reduced |
| Quaker Wealth Management, LLC | 26 | $1.04K | 0.00% | +2+8.3% | Added |
| Dunhill Financial, LLC | 24 | $978 | 0.00% | +2+9.1% | Added |
| Harbor Asset Planning, Inc. | 24 | $958 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $918 | 0.00% | +23 | New |
| Basepoint Wealth LLC | 22 | $897 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $879 | 0.00% | +6+37.5% | Added |
| Ronald Blue Trust, Inc. | 22 | $878 | 0.00% | −43−66.2% | Reduced |
| Aventura Private Wealth, LLC | 20 | $798 | 0.00% | 00.0% | Unchanged |