UDR · Company research
UDR, Inc. (UDR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2643 | 105509 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62953 | 2513084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| APG Asset Management US Inc. | 1323255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 828243 | 33643231 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 639 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2076 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225313 | 8994495 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5726 | 228582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10177 | 406 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59739 | 2384781 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CenterStar Asset Management, LLC | 1722053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6300 | 251496 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24850 | 992012 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 3 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 2156 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 519 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2856 | 114012 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21897 | 874144 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60507 | 2415439 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPITAL INTERNATIONAL SARL | 1065349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6727 | 268542 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5989 | 239081 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 452129 | 18048990 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143184 | 5715919 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 521130 | 20803510 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213858 | 7467166 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TCV Trust & Wealth Management, Inc. | 1135439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5025 | 200598 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 758162 | 30265827 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27210 | 1086223 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1156236 | 46157092 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25516492 | 1018618361 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66400 | 2650688 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 804619 | 32120390 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6840 | 231055 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419 | 16738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Paller Financial Services Inc | 2095931 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25476 | 1017002 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Hummer Financial Advisory Services Inc | 1802279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11722 | 467942 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1745 | 69 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43605 | 1741 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30751 | 1227580 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 595065 | 23754995 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25845 | 1031732 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DOVER ADVISORS, LLC | 1964541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11273 | 413494 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 634781 | 25340458 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Medallion Wealth Advisors, LLC | 2131139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8447 | 337204 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93803 | 3744615 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TFC Financial Management, Inc. | 1827844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 1078 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133777 | 5340378 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Investure, LLC | 1476993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682339 | 27238973 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620384 | 24765729 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Harbor Asset Planning, Inc. | 2077050 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 958 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 9980 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1215206 | 48511023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46813 | 1868757 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 975 | 38922 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2467930 | 98519766 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11629 | 464 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47845 | 1909972 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 4032 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6972 | 284667 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34859 | 1391571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25223 | 1006902 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DoubleLine ETF Adviser LP | 1959989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13341 | 532573 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Carnegie Investment Counsel | 1511506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8768 | 350019 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 878 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1996 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1069400 | 42690447 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28105 | 1121952 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 484 | 19321 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Consolidated Investment Group LLC | 1556168 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70100 | 2798392 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Integrity Wealth Solutions LLC | 2006918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6766 | 270099 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332326 | 13266454 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 742 | 29776 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Advisory Alpha, LLC | 1576762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7588 | 302934 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Addison Advisors LLC | 1843745 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1447 | 57765 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2697 | 107665 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 1504169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1301 | 51936 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4472 | 178522 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 756500 | 30199480 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1028759 | 41068059 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3219 | 128502 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1201802 | 47975936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1166959 | 46585003 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.