UdrUDR

13F holders, Q2 2024 (June 30)
481holders +28
66new positions
37sold out
7famous investors
$41.12avg. 13F price*

At the end of Q2 2024, 481 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 28 from Q1 2024. 66 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock Inc. ($1.3B) and Cohen & Steers, Inc. ($1.2B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Udr Inc.
Sector
Real Estate
CUSIP
902653104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 453Q1 2024Q2 2024: 481Q2 2024Q3 2024: 507Q3 2024Q4 2024: 512Q4 2024Q1 2025: 512Q1 2025Q2 2025: 525Q2 2025Q3 2025: 511Q3 2025Q4 2025: 525Q4 2025Q1 2026: 528Q1 2026Q2 2026: 522Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions66$207.6M
Exits37$123.9M

All 13F filers, Q1 2024 → Q2 2024: 26,095,224 shares bought and 29,231,194 shares sold, net −3,135,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 481 holders

Vanguard Group Inc. 0.04% Reduce -1.0% 50,546,175 $2.1B
BlackRock Inc. 0.03% Reduce -8.4% 31,864,162 $1.3B
Cohen & Steers, Inc. 2.54% Add +3.8% 29,385,317 $1.2B
Norges Bank 0.17% Add +0.2% 27,888,220 $1.1B
State Street Corp. 0.04% Reduce -2.2% 20,781,971 $855.2M
Centersquare Investment Management LLC 4.84% Add +13.9% 10,876,098 $447.6M
FMR LLC 0.03% Add +2.2% 9,929,171 $408.6M
Geode Capital Management, LLC 0.03% Add +2.2% 7,731,841 $317.4M
JPMorgan Chase & Co. 0.03% Add +154.9% 7,406,454 $304.8M
Wellington Management Group LLP 0.05% Reduce -2.0% 7,132,252 $293.5M
Daiwa Securities Group Inc. 1.55% Reduce -6.9% 6,950,355 $286.0M
Invesco Ltd. 0.05% Reduce -64.8% 5,517,150 $227.0M
Dimensional Fund Advisors LP 0.05% Add +2.2% 4,732,429 $194.7M
Capital Research Global Investors 0.04% Add +0.0% 4,709,806 $193.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.1% 4,154,819 $171.0M
Legal & General Group Plc 0.04% Reduce -13.9% 3,674,658 $151.2M
Millennium Management 0.12% Add +115.3% 3,499,150 $144.0M
Northern Trust Corp. 0.02% Reduce -0.9% 3,373,966 $138.8M
PGGM Investments 1.87% Reduce -1.1% 3,176,167 $130.7M
Canada Pension Plan Investment Board 0.12% Add +2.6% 2,982,797 $122.7M
Morgan Stanley 0.01% Add +5.7% 2,683,829 $110.4M
Bank of New York Mellon Corp 0.02% Reduce -1.6% 2,541,557 $104.6M
Citadel Advisors 0.10% Add +1670.8% 2,393,463 $98.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -2.5% 2,283,989 $94.0M
Aew Capital Management L P 4.47% Add +9.4% 2,246,301 $92.4M
Goldman Sachs Group Inc. 0.02% Add +49.6% 2,150,071 $88.5M
Balyasny Asset Management L.P. 0.19% Reduce -45.5% 1,763,335 $72.6M
Sei Investments Co. 0.10% Add +4.6% 1,746,756 $71.9M
Heitman Real Estate Securities LLC 4.39% New 1,685,470 $69.4M
Lasalle Investment Management Securities LLC 2.84% Add +11.5% 1,613,318 $66.4M
UBS Group AG 0.02% Add +40.6% 1,578,365 $64.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.27% Reduce -0.6% 1,520,952 $62.6M
Russell Investments Group, Ltd. 0.10% Reduce -13.5% 1,520,727 $62.5M
Alliancebernstein L.P. 0.02% Add +177.3% 1,508,905 $62.1M
Nuveen Asset Management, LLC 0.02% Add +52.4% 1,320,580 $54.3M
Janus Henderson Group PLC 0.03% Reduce -26.8% 1,229,691 $50.6M
Alyeska Investment Group, L.P. 0.28% Add +9.8% 1,172,277 $48.2M
Waterfront Capital Partners, LLC 5.94% New 1,123,755 $46.2M
Bank of America Corp. 0.00% Reduce -11.5% 1,065,268 $43.8M
STRS Ohio 0.17% Add +116.1% 1,053,593 $43.4M
Amundi 0.02% Add +110.2% 1,044,603 $42.4M
Resolution Capital Ltd 0.77% Reduce -40.4% 992,909 $40.9M
Deutsche Bank AG 0.02% Add +30.1% 991,342 $40.8M
Nekton Capital Ltd. 17.53% Reduce -4.0% 938,446 $38.6M
Swiss National Bank 0.03% Reduce -1.1% 926,000 $38.1M
Schroder Investment Management Group 0.04% Add +2.4% 901,317 $37.1M
Neuberger Berman Group LLC 0.03% Add +12550.8% 898,710 $37.0M
CBRE Investment Management Listed Real Assets LLC 0.65% Add +1718.8% 855,529 $35.2M
HSBC Holdings PLC 0.02% Add +7.4% 849,303 $34.9M
Qube Research & Technologies Ltd 0.06% Add +0.5% 731,279 $30.1M
Adage Capital Partners Gp, L.L.C. 0.06% Add +57.5% 727,274 $29.9M
Utah Retirement Systems 0.35% Reduce -0.4% 724,117 $29.8M
Brookfield Corp 0.17% Reduce -8.5% 658,583 $27.1M
Barclays PLC 0.01% Add +8.9% 655,163 $27.0M
Rhumbline Advisers 0.02% Reduce -2.6% 643,486 $26.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +1.8% 607,945 $25.0M
California Public Employees Retirement System 0.02% Add +0.5% 598,948 $24.6M
State of Tennessee, Department of Treasury 0.09% Reduce -4.7% 565,984 $23.3M
Public Employees Retirement System of Ohio 0.09% Reduce -0.6% 554,111 $22.8M
Asset Management One Co., Ltd. 0.09% Reduce -2.7% 550,696 $22.7M
APG Asset Management US Inc. 0.13% New 550,000 $22.6M
AXA S.A. 0.07% Reduce -9.1% 544,938 $22.4M
Marshall Wace, LLP 0.03% Reduce -27.5% 519,219 $21.4M
Presima Securities ULC 4.72% Add +5.7% 515,425 $21.2M
Allianz Asset Management GmbH 0.03% Reduce -9.1% 509,696 $21.0M
CANADA LIFE ASSURANCE Co 0.04% Reduce -9.0% 501,135 $20.6M
California State Teachers Retirement System 0.02% Add +2.6% 487,840 $20.1M
Jane Street Group, LLC 0.02% Add +1074.5% 466,918 $19.2M
Nomura Asset Management Co. Ltd. 0.07% Add +6.6% 464,945 $19.1M
Bank of Montreal 0.01% Add +3.4% 443,492 $18.2M
Ameriprise Financial Inc. 0.00% Add +16.0% 423,360 $17.4M
Citigroup Inc. 0.02% Reduce -60.1% 415,983 $17.1M
T. Rowe Price Associates Inc. 0.00% Add +2.4% 414,450 $17.1M
Investure, LLC 2.07% No change 411,910 $17.0M
Verition Fund Management LLC 0.13% Add +278.4% 379,164 $15.6M
Thrivent Financial for Lutherans 0.03% Reduce -3.4% 378,627 $15.6M
Principal Financial Group Inc. 0.01% Add +1.7% 369,170 $15.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.0% 356,602 $14.7M
Tudor Investment Corporation 0.15% Add +3027.2% 334,612 $13.8M
Renaissance Technologies 0.02% Reduce -57.1% 330,298 $13.6M
State of New Jersey Common Pension Fund D 0.06% Reduce -32.4% 327,524 $13.5M
Scout Investments, Inc. 0.35% New 320,844 $13.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -88.5% 320,792 $13.2M
OMERS ADMINISTRATION Corp 0.12% Add +19.1% 306,863 $12.6M
Gillson Capital LP 1.20% Reduce -59.9% 302,800 $12.5M
New York State Teachers Retirement System 0.03% Add +1.4% 299,606 $12.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.7% 278,442 $11.5M
BNP Paribas Financial Markets 0.01% Reduce -49.5% 269,953 $11.1M
Lighthouse Investment Partners, LLC 0.60% New 260,000 $10.7M
B&I Capital AG 3.38% Add +17.6% 256,770 $10.6M
Employees Retirement System of Texas 0.11% Add +110.4% 253,513 $10.4M
Hudson Bay Capital Management LP 0.09% New 247,179 $10.2M
Franklin Resources Inc. 0.00% Add +10.8% 246,881 $10.2M
Retirement Systems of Alabama 0.04% Reduce -4.1% 242,659 $10.0M
State of Wisconsin Investment Board 0.03% Reduce -1.6% 241,361 $9.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +2.9% 235,344 $9.7M
Natixis Advisors, LLC 0.02% Add +10.1% 225,999 $9.3M
New York State Common Retirement Fund 0.01% Reduce -0.0% 218,821 $9.0M
Pictet Asset Management Holding SA 0.01% Add +5.2% 204,012 $8.4M
Prudential Financial Inc. 0.01% Reduce -40.8% 202,773 $8.3M
National Bank of Canada 0.01% Reduce -21.3% 199,852 $8.2M
APG Asset Management N.V. 0.01% Add +1835.7% 210,579 $8.1M
State of Alaska, Department of Revenue 0.09% Add +1.2% 191,546 $7.9M
Aberdeen Group plc 0.02% Reduce -4.6% 191,265 $7.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +82.7% 190,900 $7.9M
Nisa Investment Advisors, LLC 0.05% Reduce -14.0% 190,299 $7.8M
Envestnet Asset Management Inc. 0.00% Add +77.0% 185,559 $7.6M
Carronade Capital Management, LP 2.87% New 185,241 $7.6M
Andra AP-fonden 0.12% Reduce -46.7% 178,500 $7.3M
Macquarie Group Ltd. 0.01% Reduce -21.2% 177,241 $7.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -8.7% 179,037 $7.3M
Resona Asset Management Co.,Ltd. 0.04% Add +3.4% 175,118 $7.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.4% 165,387 $6.8M
Royal London Asset Management Ltd. 0.02% Add +16.5% 159,759 $6.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -29.6% 156,832 $6.5M
Danske Bank A/S 0.02% Reduce -15.4% 156,828 $6.5M
ProShare Advisors LLC 0.02% Add +108.4% 154,128 $6.3M
Forsta Ap-Fonden 0.05% Reduce -18.9% 148,700 $6.1M
Calamos Advisors LLC 0.04% Reduce -3.5% 148,163 $6.1M
ING Groep NV 0.04% Reduce -22.0% 147,667 $6.1M
Treasurer of the State of North Carolina 0.03% Reduce -2.5% 146,871 $6.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -7.7% 143,101 $5.9M
IFM Investors Pty Ltd 0.06% Add +115.8% 143,003 $5.9M
Storebrand Asset Management As 0.02% Reduce -3.4% 142,369 $5.9M
USS Investment Management Ltd 0.04% Add +3.0% 134,569 $5.5M
Royal Bank of Canada 0.00% Reduce -32.3% 133,551 $5.5M
UniSuper Management Pty Ltd 0.04% Add +6.9% 130,471 $5.4M
Van Eck Associates Corp. 0.01% Reduce -2.9% 129,978 $5.3M
Vert Asset Management LLC 2.12% Reduce -0.5% 129,237 $5.3M
Cerity Partners LLC 0.01% Add +8.9% 127,914 $5.3M
New York Life Investment Management LLC 0.05% Add +31.8% 125,389 $5.2M
Pacific Heights Asset Management LLC 0.41% No change 125,000 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.1% 124,647 $5.1M
SG Americas Securities, LLC 0.03% Reduce -72.2% 123,091 $5.1M
Holocene Advisors, LP 0.02% Reduce -15.6% 115,202 $4.7M
Evergreen Capital Management LLC 0.17% Add +3.4% 113,643 $4.7M
Korea Investment CORP 0.01% Add +8.9% 113,415 $4.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.56% No change 112,894 $4.6M
Zimmer Partners, LP 0.09% Add +350.0% 112,500 $4.6M
FIL Ltd 0.00% Add +5.0% 110,802 $4.6M
American Century Companies Inc. 0.00% Add +9.1% 107,940 $4.4M
Voya Investment Management LLC 0.00% Reduce -0.8% 104,082 $4.3M
Dover Advisors, LLC 2.58% Reduce -0.3% 101,576 $4.2M
Natixis 0.03% Add +202.7% 100,096 $4.1M
LPL Financial LLC 0.00% Add +4.5% 99,524 $4.1M
Ensign Peak Advisors, Inc 0.01% No change 96,233 $4.0M
Victory Capital Management Inc. 0.00% Reduce -4.7% 95,653 $3.9M
Manning & Napier Advisors LLC 0.04% — 90,705 $3.7M
MetLife Investment Management, LLC 0.02% Add +25.5% 90,509 $3.7M
Castellan Group 1.77% Add +13.0% 90,473 $3.7M
Guggenheim Capital LLC 0.03% Reduce -17.7% 89,801 $3.7M
Toronto Dominion Bank 0.01% Reduce -2.1% 88,987 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +3.6% 86,275 $3.6M
Arizona State Retirement System 0.02% Reduce -0.0% 85,916 $3.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 83,369 $3.4M
State of Michigan Retirement System 0.02% No change 82,945 $3.4M
Mesirow Institutional Investment Management, Inc. 0.30% Add +21.1% 82,625 $3.4M
Wells Fargo & Company 0.00% Reduce -5.2% 80,398 $3.3M
TD Asset Management Inc 0.00% Reduce -20.6% 80,346 $3.3M
HRT Financial LP 0.02% Add +18.1% 80,286 $3.3M
Aurora Investment Managers, LLC. 2.36% Add +7.2% 79,984 $3.3M
Corebridge Financial, Inc. 0.02% — 77,603 $3.2M
Vident Advisory, LLC 0.09% Add +4.0% 77,010 $3.2M
Centiva Capital, LP 0.15% Reduce -32.4% 76,898 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +4.3% 76,861 $3.2M
Teacher Retirement System of Texas 0.02% Add +14.6% 76,804 $3.2M
HST Ventures, LLC 1.42% New 76,586 $3.2M
Ieq Capital, LLC 0.04% Reduce -0.2% 76,180 $3.1M
Susquehanna International Group, LLP 0.01% Add +20.4% 75,417 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 74,000 $3.0M
Pensionfund PDN 1.59% No change 72,605 $3.0M
Hudson Edge Investment Partners Inc. 0.54% New 67,853 $2.8M
AQR Capital Management 0.00% Reduce -2.8% 67,943 $2.8M
Truist Financial Corp. 0.00% Add +0.6% 66,673 $2.7M
HGI Capital Management, LLC 2.51% Reduce -37.4% 64,850 $2.7M
Amalgamated Bank 0.02% Reduce -3.2% 63,059 $2.6M
Handelsbanken Fonder AB 0.01% Reduce -69.6% 62,100 $2.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +61.4% 59,900 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -39.7% 59,977 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -11.4% 58,273 $2.4M
Czech National Bank 0.03% Add +8.4% 57,732 $2.4M
GYL Financial Synergies, LLC 0.18% Add +12.4% 56,149 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -0.6% 52,624 $2.2M
Bleakley Financial Group, LLC 0.06% New 51,895 $2.1M
Simplicity Wealth,LLC 0.05% New 51,895 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 51,534 $2.1M
Perpetual Ltd 0.02% Add +2.1% 51,510 $2.1M
Tredje AP-fonden 0.02% Reduce -1.5% 49,976 $2.1M
DNB Asset Management AS 0.01% Add +12.5% 49,347 $2.0M
Fox Run Management, L.L.C. 0.38% New 48,573 $2.0M
Spirit of America Management Corp. 0.37% Add +2.3% 44,600 $1.8M
HighTower Advisors, LLC 0.00% Add +71.9% 44,498 $1.8M
Wealthfront Advisers LLC 0.01% Add +426.6% 43,921 $1.8M
Xponance LLC 0.02% Reduce -5.7% 43,401 $1.8M
Swedbank AB 0.00% No change 42,960 $1.8M
Edgestream Partners, L.P. 0.08% New 42,398 $1.7M
Public Sector Pension Investment Board 0.01% Add +17.8% 41,859 $1.7M
Rafferty Asset Management, LLC 0.01% Add +15.4% 41,817 $1.7M
CIBC Asset Management Inc 0.01% Reduce -5.2% 41,527 $1.7M
KBC Group NV 0.01% Reduce -10.2% 40,650 $1.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.02% — 40,031 $1.6M
Cibc World Markets Corp. 0.01% Reduce -68.4% 39,603 $1.6M
M&T Bank Corp 0.01% Add +3.1% 39,350 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -3.7% 38,209 $1.6M
CPA Asset Management Group, LLC 0.84% Reduce -11.8% 38,032 $1.6M
Brookstone Capital Management 0.03% Add +0.1% 36,660 $1.5M
Bessemer Group Inc. 0.00% Reduce -2.3% 36,541 $1.5M
Inspire Investing, LLC 0.17% Reduce -23.4% 36,457 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +13.5% 36,432 $1.5M
Pensionfund Sabic 0.43% No change 35,388 $1.5M
Ossiam 0.03% Add +27.6% 35,361 $1.5M
XTX Topco Ltd 0.12% New 35,164 $1.4M
Telos Capital Management, Inc. 0.16% Add +0.1% 34,789 $1.4M
Allstate Corp. 0.12% Reduce -24.4% 34,520 $1.4M
Raymond James & Associates 0.00% Reduce -68.3% 34,424 $1.4M
Prelude Capital Management, LLC 0.12% Add +497.3% 34,199 $1.4M
DAVENPORT & Co LLC 0.01% Add +8.9% 33,887 $1.4M
Metis Global Partners, LLC 0.05% Add +10.3% 33,737 $1.4M
First Trust Advisors LP 0.00% Reduce -3.1% 33,457 $1.4M
Bank of Nova Scotia 0.00% Reduce -16.9% 32,026 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -3.9% 31,191 $1.3M
Elo Mutual Pension Insurance Co 0.03% Add +9.2% 30,865 $1.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.4% 30,832 $1.3M
Nordea Investment Management AB 0.00% Add +6.6% 29,895 $1.2M
Credit Agricole S A 0.01% Add +60.0% 29,422 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +166.9% 28,681 $1.2M
Atria Investments, Inc 0.02% Reduce -3.2% 28,303 $1.2M
Swiss Life Asset Management Ltd 0.01% Reduce -25.7% 28,210 $1.2M
Atlantic Union Bankshares Corp 0.07% Reduce -2.3% 27,848 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +25.3% 27,697 $1.1M
Mariner, LLC 0.00% Add +22.8% 27,092 $1.1M
Pathstone Holdings, LLC 0.00% Add +5.4% 26,463 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +0.4% 25,991 $1.1M
Gulf International Bank (UK) Ltd 0.03% No change 25,920 $1.1M
GeoWealth Management, LLC 0.04% Add +22.0% 25,144 $1.0M
Maryland State Retirement & Pension System 0.02% No change 25,045 $1.0M
Brown Advisory Inc. 0.00% Add +290.3% 24,857 $1.0M
Aviva PLC 0.00% Add +20.5% 24,832 $1.0M
Norinchukin Bank, The 0.03% Reduce -1.9% 24,595 $1.0M
Inspire Trust Co, N.A. 0.33% Add +36.3% 24,415 $1.0M
Panagora Asset Management Inc. 0.01% Add +10.2% 24,190 $995K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.6% 24,005 $988K
Y-Intercept (Hong Kong) Ltd 0.05% New 23,967 $986K
MBB Public Markets I LLC 0.02% New 23,425 $964K
Mizuho Securities USA LLC 0.02% New 23,363 $961K
Oppenheimer Asset Management Inc. 0.01% Add +5.8% 23,041 $948K
Kentucky Retirement Systems 0.03% Reduce -0.7% 22,830 $939K
Illinois Municipal Retirement Fund 0.01% No change 22,751 $936K
Boothbay Fund Management, LLC 0.03% Reduce -52.9% 22,551 $928K
Cetera Investment Advisers 0.00% Add +13.4% 22,476 $925K
Pacer Advisors, Inc. 0.00% Add +4.8% 21,589 $888K
Captrust Financial Advisors 0.00% Reduce -16.1% 21,180 $872K
Los Angeles Capital Management LLC 0.00% New 20,928 $861K
Versor Investments LP 0.16% New 20,600 $848K
Fifth Third Bancorp 0.00% Add +5.9% 20,091 $827K
Heritage Wealth Advisors 0.04% Reduce -1.6% 19,913 $819K
Kingswood Wealth Advisors, LLC 0.07% Add +9.9% 19,644 $808K
Hartford Investment Management Co. 0.03% Reduce -0.4% 19,387 $798K
Ostrum Asset Management 0.07% Reduce -7.2% 19,363 $797K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -5.7% 18,190 $749K
Venturi Wealth Management, LLC 0.04% Add +23.8% 18,146 $747K
Vanderbilt University 0.15% Reduce -17.0% 17,838 $734K
Securian Asset Management, Inc. 0.02% Reduce -2.3% 17,368 $715K
Louisiana State Employees Retirement System 0.01% Reduce -2.8% 17,100 $704K
London Co. of Virginia 0.00% Reduce -1.6% 16,873 $694K
Horizon Family Wealth, Inc. 0.51% Add +1.3% 16,426 $676K
Crossmark Global Holdings, Inc. 0.01% Add +0.2% 16,287 $671K
Penserra Capital Management LLC 0.01% Reduce -6.7% 16,015 $659K
Creative Planning 0.00% Add +16.1% 15,732 $647K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -4.3% 15,459 $636K
Engineers Gate Manager LP 0.01% Reduce -64.5% 15,403 $634K
New Mexico Educational Retirement Board 0.02% No change 15,200 $625K
iA Global Asset Management Inc. 0.01% Reduce -35.8% 14,711 $605K
Tidal Investments LLC 0.01% Reduce -48.5% 14,388 $592K
Janney Montgomery Scott LLC 0.00% Add +1.7% 14,294 $588K
Point72 Asset Management 0.00% New 14,229 $586K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.4% 14,043 $578K
Praxis Investment Management Inc. 0.04% No change 14,880 $567K
Schonfeld Strategic Advisors LLC 0.00% Reduce -94.1% 13,369 $550K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -45.0% 12,961 $532K
Rakuten Investment Management, Inc. 0.00% Add +58.5% 13,035 $531K
Mackenzie Financial Corp. 0.00% Reduce -53.8% 12,878 $530K
Robeco Institutional Asset Management B.V. 0.00% Add +91.4% 12,745 $524K
Harvest Portfolios Group Inc. 0.02% Add +10.5% 12,740 $524K
Stifel Financial Corp. 0.00% Reduce -26.2% 12,516 $515K
Partners in Financial Planning 0.11% No change 12,368 $509K
Keybank National Association 0.00% Add +68.1% 12,266 $505K
Howland Capital Management LLC 0.02% Reduce -2.2% 12,185 $501K
O'shaughnessy Asset Management, LLC 0.01% New 12,037 $495K
Sanctuary Advisors, LLC 0.00% — 12,860 $488K
Hummer Financial Advisory Services Inc 0.42% Reduce -2.8% 11,722 $482K
Vinva Investment Management Ltd 0.02% New 11,722 $478K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +0.5% 11,278 $464K
HBK Sorce Advisory LLC 0.02% Reduce -4.7% 10,771 $443K
Intech Investment Management LLC 0.01% Add +86.8% 10,620 $437K
Machina Capital S.A.S. 0.20% Add +0.6% 10,601 $436K
Quantinno Capital Management LP 0.01% New 10,293 $424K
Graham Capital Management, L.P. 0.03% New 10,125 $417K
Longfellow Investment Management Co. LLC 0.10% Add +0.7% 10,086 $415K
Ackerman Capital Advisors, LLC 0.11% No change 10,050 $414K
NEOS Investment Management LLC 0.02% Add +42.5% 10,015 $412K
Corient Private Wealth LP 0.00% Add +21.8% 9,855 $406K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.1% 9,772 $402K
Moody National Bank Trust Division 0.03% No change 9,767 $402K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 9,641 $397K
Pacific Sun Financial Corp 0.23% Add +1.4% 9,511 $391K
Point72 (DIFC) Ltd 0.03% New 9,290 $382K
Thompson Siegel & Walmsley LLC 0.01% No change 9,193 $378K
Entropy Technologies, LP 0.04% Reduce -61.6% 9,084 $374K
Lockheed Martin Investment Management Co. 0.02% Reduce -37.8% 8,950 $368K
Wolverine Trading, LLC 0.01% New 8,260 $340K
Squarepoint Ops LLC 0.00% Reduce -78.0% 8,210 $338K
B. Metzler seel. Sohn & Co. AG 0.00% Add +2.9% 7,949 $327K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.9% 7,847 $323K
Capital Management Corp. 0.06% No change 7,506 $309K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 7,479 $308K
Envestnet Portfolio Solutions, Inc. 0.00% Add +17.1% 7,204 $296K
United Capital Financial Advisors, LLC 0.00% New 7,140 $294K
S. R. Schill & Associates 0.13% New 7,119 $293K
Investment Management Corp of Ontario 0.01% New 6,997 $288K
First Trust Direct Indexing L.P. 0.02% New 6,875 $283K
Verus Financial Partners, Inc. 0.03% Add +0.4% 6,772 $279K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.2% 6,761 $278K
GAMMA Investing LLC 0.04% Add +25.9% 6,418 $264K
Alps Advisors Inc. 0.00% New 6,415 $264K
Integrity Wealth Solutions LLC 0.17% No change 6,409 $264K
D. E. Shaw & Co. 0.00% Reduce -91.5% 6,391 $263K
Chesapeake Wealth Management 0.09% Reduce -13.8% 5,992 $247K
Avantax Advisory Services, Inc. 0.00% New 5,954 $245K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.8% 5,845 $241K
AlTi Global, Inc. 0.01% Reduce -3.1% 5,786 $238K
Graves Light Lenhart Wealth, Inc. 0.03% No change 5,758 $236K
V-Square Quantitative Management LLC 0.04% Add +12.4% 5,658 $233K
Tiaa Trust, National Association 0.00% Reduce -6.3% 5,652 $233K
GC Wealth Management RIA, LLC 0.05% New 5,629 $232K
Checchi Capital Advisers, LLC 0.02% No change 5,525 $227K
Cetera Trust Company, N.A 0.14% No change 5,525 $227K
Napa Wealth Management 0.15% New 5,506 $227K
US Bancorp \de 0.00% Add +18.5% 5,436 $224K
One Capital Management, LLC 0.01% New 5,425 $223K
Horizon Investments, LLC 0.01% Add +14.8% 5,445 $222K
Karpas Strategies, LLC 0.07% No change 5,356 $220K
Vestcor Inc 0.01% Reduce -96.2% 5,309 $218K
Prudential PLC 0.00% New 5,241 $216K
Capstone Investment Advisors, LLC 0.01% Reduce -3.4% 5,216 $215K
RMR Capital Management, LLC 0.19% New 5,171 $213K
Walleye Trading LLC 0.00% Reduce -88.5% 5,169 $213K
TCV Trust & Wealth Management, Inc. 0.02% New 5,165 $213K
Leavell Investment Management, Inc. 0.01% New 5,132 $211K
Tower Bridge Advisors 0.02% New 5,100 $210K
Empowered Funds, LLC 0.00% New 4,896 $201K
AlphaStar Capital Management, LLC 0.02% New 4,862 $200K
Osaic Holdings, Inc. 0.00% Add +45.5% 4,708 $194K
CI Investments Inc. 0.00% Add +8.0% 4,185 $172K
Acadian Asset Management LLC 0.00% New 4,140 $170K
Steward Partners Investment Advisory, LLC 0.00% Add +0.4% 3,801 $156K
Signaturefd, LLC 0.00% Add +3.4% 3,742 $154K
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 3,755 $153K
Cwm, LLC 0.00% Reduce -15.5% 3,455 $142K
Ameritas Investment Partners, Inc. 0.00% No change 3,363 $138K
Washington Trust Advisors, Inc. 0.01% No change 3,242 $133K
Covestor Ltd 0.08% Reduce -7.0% 3,103 $128K
Y.D. More Investments Ltd 0.01% New 2,658 $109K
Atlas Capital Advisors Inc. 0.01% New 2,622 $108K
Harvest Fund Management Co., Ltd 0.01% New 2,202 $91K
Whittier Trust Co. 0.00% No change 2,187 $90K
Sandy Spring Bank 0.00% No change 2,150 $88K
Eagle Bay Advisors LLC 0.05% Reduce -31.8% 2,149 $88K
Addison Advisors LLC 0.03% Add +9.9% 2,102 $86K
GHP Investment Advisors, Inc. 0.00% No change 1,905 $78K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 1,822 $75K
Federation des caisses Desjardins du Quebec 0.00% Reduce -54.4% 1,781 $73K
Allworth Financial LP 0.00% Add +1.3% 1,722 $71K
Quadrant Capital Group LLC 0.00% Reduce -0.5% 1,573 $65K
Lindbrook Capital, LLC 0.01% Add +29.5% 1,436 $59K
Tobam 0.01% Reduce -9.2% 1,394 $57K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 1,304 $54K
Global Retirement Partners, LLC 0.00% Add +2.9% 1,301 $54K
Glen Eagle Advisors, LLC 0.01% Add +500.0% 1,296 $53K
Wiser Advisor Group LLC 0.08% Add +1.2% 1,254 $52K
Clearstead Advisors, LLC 0.00% Add +9963.6% 1,107 $46K
Private Trust Co. NA 0.00% Add +1.2% 1,099 $45K
Quarry LP 0.02% Reduce -35.4% 1,020 $42K
Legend Financial Advisors, Inc. 0.03% No change 1,000 $41K
International Assets Investment Management, LLC 0.00% New 975 $40K
Parallel Advisors, LLC 0.00% Add +13.2% 951 $39K
Blue Trust, Inc. 0.00% Add +1018.3% 1,040 $39K
Hanson & Doremus Investment Management 0.01% No change 918 $38K
AlphaQuest LLC 0.01% New 911 $37K
Principal Securities, Inc. 0.00% Add +12.4% 879 $36K
Huntington National Bank 0.00% Add +15.8% 878 $36K
Rothschild Investment LLC 0.00% Add +40.5% 850 $35K
Exchange Traded Concepts, LLC 0.00% Reduce -86.1% 834 $34K
TD Private Client Wealth LLC 0.00% Add +84.9% 808 $33K
Catalyst Funds Management Pty Ltd 0.01% New 800 $33K
UMB Bank, n.a. 0.00% New 794 $33K
Twin Tree Management, LP 0.00% New 750 $31K
M&R Capital Management Inc. 0.01% No change 691 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +4.1% 683 $28K
Jones Financial Companies LLLP 0.00% New 651 $27K
Webster Bank, N. A. 0.00% No change 648 $27K
Family Firm, Inc. 0.01% New 633 $26K
Bank of New Hampshire 0.01% No change 611 $25K
Cromwell Holdings LLC 0.01% — 608 $25K
Mather Group, Llc. 0.00% Add +124.6% 631 $24K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -62.7% 535 $22K
Duncker Streett & Co. Inc. 0.00% No change 500 $21K
Bogart Wealth, LLC 0.00% No change 500 $21K
CVA Family Office, LLC 0.00% Add +2.8% 473 $19K
Acima Private Wealth, LLC 0.01% No change 455 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +29.3% 450 $19K
Gold Investment Management Ltd. 0.01% No change 445 $18K
Quent Capital, LLC 0.00% Add +14.3% 439 $18K
Salomon & Ludwin, LLC 0.00% No change 432 $18K
Farther Finance Advisors, LLC 0.00% Add +370.0% 423 $17K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 380 $16K
Main Street Group, LTD 0.01% No change 378 $16K
Annapolis Financial Services, LLC 0.00% No change 360 $15K
Manchester Capital Management LLC 0.00% Add +24.8% 317 $13K
Lanark Financial, Inc. 0.00% Reduce -43.1% 335 $13K
Clearstead Trust, LLC 0.00% Reduce -77.1% 306 $13K
Smartleaf Asset Management LLC 0.00% Reduce -9.7% 308 $13K
Crewe Advisors LLC 0.00% No change 253 $10K
CENTRAL TRUST Co 0.00% No change 250 $10K
Cypress Capital, LLC 0.00% New 228 $9K
DT Investment Partners, LLC 0.00% No change 224 $9K
Meeder Asset Management Inc. 0.00% Reduce -79.0% 197 $8K
Farmers & Merchants Investments Inc. 0.00% No change 191 $8K
EverSource Wealth Advisors, LLC 0.00% Add +11.6% 192 $8K
Wolff Wiese Magana LLC 0.01% Add +1.1% 181 $7K
Opal Wealth Advisors, LLC 0.00% No change 157 $6K
Private Wealth Management Group, LLC 0.00% No change 153 $6K
Parkside Financial Bank & Trust 0.00% Reduce -12.6% 152 $6K
Arax Advisory Partners 0.00% New 132 $5K
Investors Research Corp 0.00% No change 130 $5K
Elequin Capital, LP 0.00% New 114 $5K
AdvisorNet Financial, Inc 0.00% Add +79.4% 113 $5K
Bruce G. Allen Investments, LLC 0.00% No change 111 $5K
Geneos Wealth Management Inc. 0.00% No change 100 $4K
Valley National Advisers Inc. 0.00% Add +42.9% 100 $4K
IFP Advisors, Inc 0.00% Add +313.0% 95 $4K
MV Capital Management, Inc. 0.00% Add +13.3% 94 $4K
Oliver Lagore Vanvalin Investment Group 0.00% No change 90 $4K
Zions Bancorporation, N.A. 0.00% Add +125.0% 81 $3K
Aspect Partners, LLC 0.00% No change 74 $3K
Smithfield Trust Co 0.00% No change 70 $3K
Kessler Investment Group, LLC 0.00% No change 68 $3K
Raleigh Capital Management Inc. 0.00% Add +44.4% 65 $3K
Sachetta, LLC 0.00% Add +306.7% 61 $2K
Kozak & Associates, Inc. 0.00% No change 57 $2K
Raffa Wealth Management, LLC 0.00% No change 52 $2K
Cape Investment Advisory, Inc. 0.00% No change 50 $2K
Salem Investment Counselors Inc. 0.00% No change 49 $2K
Financial Management Professionals, Inc. 0.00% Add +15.9% 51 $2K
GW&K Investment Management, LLC 0.00% Add +35.5% 42 $2K
Fortitude Family Office, LLC 0.00% No change 45 $2K
Harbour Investments, Inc. 0.00% Add +22.9% 43 $2K
Prestige Wealth Management Group LLC 0.00% No change 40 $2K
TFC Financial Management, Inc. 0.00% Add +8.3% 39 $2K
Versant Capital Management, Inc 0.00% No change 36 $1K
MCF Advisors LLC 0.00% No change 28 $1K
Unique Wealth Strategies, LLC 0.00% New 30 $1K
Fairway Wealth LLC 0.00% New 25 $1K
Capital Advisors, Ltd. LLC 0.00% Add +29.4% 22 $1K
Dunhill Financial, LLC 0.00% Add +4.3% 24 $989
Abound Wealth Management 0.00% No change 23 $955
Spire Wealth Management 0.00% Reduce -56.5% 20 $823
Continuum Advisory, LLC 0.00% No change 17 $700
Avior Wealth Management, LLC 0.00% Reduce -62.8% 16 $658
Bell Investment Advisors, Inc 0.00% No change 14 $577
Nvwm, LLC 0.00% New 10 $412
West Paces Advisors Inc. 0.00% No change 10 $412
SouthState Bank Corp 0.00% New 8 $329
Redwood Wealth Management Group, LLC 0.00% New 5 $206
Carolinas Wealth Consulting LLC 0.00% No change 5 $206
Harbor Investment Advisory, LLC 0.00% New 4 $165
Creekmur Asset Management LLC 0.00% New 4 $165
Concourse Financial Group Securities, Inc. 0.00% No change 2 $82
Ruedi Wealth Management, Inc. 0.00% New 2 $82
Davis Selected Advisers 0.00% Reduce -0.1% 201,490 $0
Avion Wealth 0.00% New 14 $0

"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.