UdrUDR
13F holders, Q4 2024 (December 31)512holders +5
46new positions
53sold out
5famous investors
$43.39avg. 13F price*
At the end of Q4 2024, 512 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 5 from Q3 2024. 46 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.4B) and Cohen & Steers, Inc. ($1.3B). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $91.5M |
| Exits | 53 | $219.9M |
All 13F filers, Q3 2024 → Q4 2024: 19,916,778 shares bought and 17,034,464 shares sold, net +2,882,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 50,809,731 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +2.4% | 33,323,274 | $1.4B |
| Cohen & Steers, Inc. | 2.52% | Add +0.1% | 30,589,275 | $1.3B |
| Norges Bank | 0.17% | Reduce -0.5% | 29,335,226 | $1.3B |
| State Street Corp. | 0.04% | Reduce -0.4% | 20,689,703 | $898.1M |
| Capital Research Global Investors | 0.12% | Add +64.1% | 13,060,120 | $566.9M |
| FMR LLC | 0.03% | Add +10.4% | 12,592,458 | $546.6M |
| Centersquare Investment Management LLC | 4.12% | Reduce -3.3% | 8,993,217 | $390.4M |
| Geode Capital Management, LLC | 0.03% | Add +2.9% | 7,924,151 | $343.1M |
| Invesco Ltd. | 0.06% | Add +92.0% | 7,535,234 | $327.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -7.0% | 7,231,277 | $313.9M |
| Daiwa Securities Group Inc. | 1.37% | Reduce -1.6% | 6,998,102 | $303.8M |
| Wellington Management Group LLP | 0.06% | Reduce -2.4% | 6,926,145 | $300.7M |
| Northern Trust Corp. | 0.03% | Add +54.2% | 4,853,979 | $210.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 4,757,032 | $206.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.2% | 4,367,054 | $189.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +3.9% | 3,207,420 | $139.2M |
| Legal & General Group Plc | 0.04% | Reduce -5.6% | 3,165,057 | $137.4M |
| PGGM Investments | 1.83% | Add +7.8% | 3,163,812 | $137.3M |
| Prudential Financial Inc. | 0.18% | Add +24.2% | 2,989,563 | $129.8M |
| Morgan Stanley | 0.01% | Reduce -4.6% | 2,633,936 | $114.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.3% | 2,553,032 | $110.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.1% | 2,284,668 | $99.2M |
| Canada Pension Plan Investment Board | 0.09% | Reduce -8.3% | 2,252,717 | $97.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -5.1% | 2,150,487 | $93.4M |
| Millennium Management | 0.08% | Reduce -42.0% | 1,979,029 | $85.9M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,957,621 | $85.0M |
| Amundi | 0.02% | Add +22.9% | 1,655,179 | $68.2M |
| APG Asset Management US Inc. | 0.51% | Add +7.8% | 1,552,635 | $67.4M |
| Deutsche Bank AG | 0.02% | Add +56.6% | 1,451,122 | $63.0M |
| Janus Henderson Group PLC | 0.03% | Reduce -7.1% | 1,435,540 | $62.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -6.6% | 1,336,486 | $58.0M |
| Lasalle Investment Management Securities LLC | 2.38% | Reduce -18.5% | 1,298,590 | $56.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.24% | Reduce -13.1% | 1,263,301 | $54.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.92% | Reduce -29.3% | 1,196,218 | $51.9M |
| Sei Investments Co. | 0.06% | Reduce -31.7% | 1,114,151 | $48.4M |
| Allianz Asset Management GmbH | 0.07% | Add +6.7% | 1,032,799 | $44.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | — | 969,212 | $42.1M |
| Schroder Investment Management Group | 0.04% | Add +7.5% | 962,310 | $41.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -9.2% | 941,011 | $40.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -28.5% | 902,680 | $39.2M |
| Swiss National Bank | 0.03% | Reduce -4.4% | 885,100 | $38.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -4.0% | 867,925 | $37.7M |
| AXA S.A. | 0.11% | Add +58.0% | 856,023 | $37.2M |
| STRS Ohio | 0.14% | Reduce -15.9% | 828,693 | $36.0M |
| HSBC Holdings PLC | 0.02% | Add +2.8% | 784,931 | $34.0M |
| Citadel Advisors | 0.03% | New | 749,408 | $32.5M |
| Barclays PLC | 0.02% | Add +21.0% | 745,619 | $32.4M |
| Utah Retirement Systems | 0.35% | Add +0.0% | 724,417 | $31.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +13.9% | 710,018 | $30.6M |
| State of Tennessee, Department of Treasury | 0.10% | Reduce -0.7% | 664,692 | $28.9M |
| Renaissance Technologies | 0.04% | Add +27.7% | 661,436 | $28.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.9% | 616,400 | $26.8M |
| Waterfront Capital Partners, LLC | 5.00% | New | 616,034 | $26.7M |
| Asset Management One Co., Ltd. | 0.09% | Add +7.9% | 587,772 | $25.5M |
| Bank of America Corp. | 0.00% | Reduce -44.2% | 578,611 | $25.1M |
| California Public Employees Retirement System | 0.02% | Reduce -9.3% | 553,545 | $24.0M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -1.8% | 537,873 | $23.3M |
| Raymond James Financial Inc. | 0.01% | — | 522,036 | $22.7M |
| Woodline Partners LP | 0.15% | Add +7.7% | 520,519 | $22.6M |
| Principal Financial Group Inc. | 0.01% | Add +45.7% | 512,540 | $22.2M |
| Bank of Montreal | 0.01% | Add +12.9% | 500,465 | $21.7M |
| BNP Paribas Financial Markets | 0.02% | Add +20.4% | 496,585 | $21.6M |
| Presima Securities ULC | 5.30% | Add +9.8% | 496,124 | $21.5M |
| Investure, LLC | 1.27% | Add +19.9% | 493,909 | $21.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +5.3% | 491,066 | $21.3M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +4.0% | 483,824 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.8% | 468,421 | $20.3M |
| California State Teachers Retirement System | 0.02% | Reduce -3.3% | 468,120 | $20.3M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Reduce -5.5% | 423,908 | $18.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.4% | 422,150 | $18.3M |
| Alyeska Investment Group, L.P. | 0.06% | Reduce -55.8% | 354,669 | $15.4M |
| Tudor Investment Corporation | 0.16% | Reduce -47.8% | 338,378 | $14.7M |
| State of New Jersey Common Pension Fund D | 0.06% | No change | 337,524 | $14.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -8.0% | 328,263 | $14.2M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +172.9% | 326,586 | $14.2M |
| APG Asset Management N.V. | 0.04% | Add +96.0% | 322,800 | $13.5M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 301,157 | $13.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +24.9% | 299,351 | $13.0M |
| KBC Group NV | 0.03% | Reduce -7.8% | 284,427 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -5.8% | 283,136 | $12.3M |
| Royal Bank of Canada | 0.00% | Add +46.4% | 275,336 | $12.0M |
| Nisa Investment Advisors, LLC | 0.04% | Add +15.4% | 265,167 | $11.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.4% | 259,415 | $11.3M |
| OMERS ADMINISTRATION Corp | 0.09% | Reduce -8.1% | 246,672 | $10.7M |
| Aew Capital Management L P | 0.51% | Reduce -88.8% | 243,368 | $10.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -24.4% | 240,500 | $10.4M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.5% | 238,586 | $10.4M |
| B&I Capital AG | 3.31% | Reduce -5.9% | 233,820 | $10.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.6% | 218,420 | $9.5M |
| Aberdeen Group plc | 0.02% | Add +11.8% | 219,193 | $9.5M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 209,493 | $9.0M |
| Carronade Capital Management, LP | 1.66% | Add +8.5% | 201,047 | $8.7M |
| Davis Selected Advisers | 0.05% | Reduce -0.7% | 195,910 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Add +112.2% | 195,143 | $8.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.0% | 194,675 | $8.5M |
| Franklin Resources Inc. | 0.00% | Reduce -18.2% | 193,486 | $8.4M |
| State of Alaska, Department of Revenue | 0.09% | Add +0.5% | 192,604 | $8.4M |
| Contravisory Investment Management, Inc. | 1.72% | Add +0.5% | 185,806 | $8.1M |
| Macquarie Group Ltd. | 0.01% | Add +9.2% | 193,360 | $7.9M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -50.8% | 181,684 | $7.9M |
| Teacher Retirement System of Texas | 0.03% | Add +27.5% | 180,061 | $7.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.22% | Add +23.1% | 177,096 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -24.0% | 173,826 | $7.5M |
| Royal London Asset Management Ltd. | 0.02% | Add +7.9% | 173,426 | $7.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +39.0% | 170,632 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.1% | 168,821 | $7.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -15.5% | 168,533 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -1.1% | 166,465 | $7.2M |
| Danske Bank A/S | 0.02% | Add +4.8% | 164,828 | $7.2M |
| Toronto Dominion Bank | 0.01% | Add +8.3% | 162,338 | $7.0M |
| Korea Investment CORP | 0.02% | Reduce -5.4% | 152,964 | $6.6M |
| Forsta Ap-Fonden | 0.05% | Add +56.4% | 152,000 | $6.6M |
| Treasurer of the State of North Carolina | 0.03% | Add +3.0% | 147,817 | $6.4M |
| Calamos Advisors LLC | 0.04% | No change | 144,615 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.2% | 142,888 | $6.2M |
| TD Asset Management Inc | 0.01% | Add +13.0% | 142,429 | $6.2M |
| Storebrand Asset Management As | 0.02% | No change | 142,075 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.8% | 141,723 | $6.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.1% | 141,646 | $6.1M |
| Hudson Edge Investment Partners Inc. | 1.13% | Add +2.6% | 141,323 | $6.1M |
| National Bank of Canada | 0.01% | Reduce -27.8% | 140,417 | $6.1M |
| UniSuper Management Pty Ltd | 0.04% | Add +6.8% | 139,587 | $6.1M |
| IFM Investors Pty Ltd | 0.06% | Reduce -2.9% | 138,830 | $6.0M |
| GSI Capital Advisors LLC | 3.18% | Reduce -0.2% | 138,531 | $6.0M |
| Vert Asset Management LLC | 2.05% | Add +6.1% | 137,862 | $6.0M |
| Cibc World Markets Corp. | 0.03% | Add +12.0% | 135,312 | $5.9M |
| Evergreen Capital Management LLC | 0.18% | Add +5.0% | 125,764 | $5.5M |
| Pacific Heights Asset Management LLC | 0.37% | No change | 125,000 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -3.6% | 124,056 | $5.4M |
| AQR Capital Management | 0.01% | Add +55.8% | 123,132 | $5.3M |
| Cibc World Market Inc. | 0.01% | New | 120,000 | $5.2M |
| Employees Retirement System of Texas | 0.05% | Reduce -11.6% | 118,000 | $5.1M |
| Holocene Advisors, LP | 0.02% | Add +6.8% | 116,877 | $5.1M |
| KLP Kapitalforvaltning As | 0.02% | — | 116,193 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 112,333 | $4.9M |
| LPL Financial LLC | 0.00% | Add +8.8% | 110,621 | $4.8M |
| Bessemer Group Inc. | 0.01% | Add +1.0% | 108,652 | $4.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +7.0% | 106,704 | $4.6M |
| Dover Advisors, LLC | 2.51% | Add +0.0% | 100,974 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Add +3.5% | 100,584 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +7.0% | 95,344 | $4.1M |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 93,051 | $4.0M |
| Nan Fung Trinity (hk) Ltd. | 0.81% | No change | 91,100 | $4.0M |
| Aurora Investment Managers, LLC. | 2.48% | Add +5.5% | 91,068 | $4.0M |
| Arizona State Retirement System | 0.02% | Add +1.5% | 90,987 | $3.9M |
| Andra AP-fonden | 0.06% | Reduce -27.2% | 89,665 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Add +1.3% | 88,778 | $3.9M |
| New Age Alpha Advisors, LLC | 0.16% | New | 88,695 | $3.9M |
| First Trust Advisors LP | 0.00% | Reduce -24.0% | 88,554 | $3.8M |
| Capital Fund Management S.A. | 0.04% | New | 87,410 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.6% | 85,800 | $3.7M |
| Mesirow Institutional Investment Management, Inc. | 0.29% | Reduce -10.7% | 85,671 | $3.7M |
| Crestline Management, L.P. | 0.12% | New | 82,508 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 81,458 | $3.5M |
| State of Michigan Retirement System | 0.02% | Reduce -0.4% | 81,445 | $3.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.43% | Reduce -26.8% | 81,365 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.6% | 80,871 | $3.5M |
| FIL Ltd | 0.00% | Reduce -20.7% | 79,707 | $3.5M |
| Castellan Group | 1.50% | Reduce -7.8% | 79,579 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +49.3% | 77,934 | $3.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -4.3% | 77,500 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +6.0% | 75,284 | $3.3M |
| Sterling Capital Management LLC | 0.04% | Add +9.4% | 74,813 | $3.2M |
| Ieq Capital, LLC | 0.03% | Add +0.2% | 74,354 | $3.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 74,000 | $3.2M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.6% | 73,541 | $3.2M |
| New York Life Investment Management LLC | 0.03% | Reduce -36.1% | 73,374 | $3.2M |
| Credit Agricole S A | 0.01% | Add +101.2% | 72,335 | $3.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +77.8% | 71,331 | $3.1M |
| Allstate Corp. | 0.09% | Add +184.5% | 70,157 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.2% | 66,591 | $2.9M |
| Czech National Bank | 0.03% | Add +6.5% | 65,104 | $2.8M |
| Graham Capital Wealth Management, LLC | 2.38% | New | 63,241 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +33.7% | 61,273 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Add +371.5% | 60,193 | $2.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.9% | 59,991 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.2% | 59,706 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -2.4% | 59,011 | $2.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 58,273 | $2.5M |
| Inspire Investing, LLC | 0.28% | Reduce -1.8% | 56,872 | $2.5M |
| Pensionfund PDN | 1.50% | Reduce -23.4% | 55,605 | $2.4M |
| ProShare Advisors LLC | 0.01% | Add +7.3% | 54,689 | $2.4M |
| Focus Partners Wealth | 0.01% | New | 54,454 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +5.0% | 51,829 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 51,548 | $2.2M |
| Bleakley Financial Group, LLC | 0.07% | Add +0.1% | 51,328 | $2.2M |
| GAM Holding AG | 0.16% | New | 48,811 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.9% | 48,646 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 47,560 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +4.6% | 46,704 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 45,825 | $2.0M |
| Spirit of America Management Corp. | 0.40% | No change | 45,600 | $2.0M |
| Vident Advisory, LLC | 0.03% | Reduce -40.7% | 45,528 | $2.0M |
| Nomura Holdings Inc. | 0.01% | New | 44,748 | $1.9M |
| Metis Global Partners, LLC | 0.06% | Add +9.5% | 44,595 | $1.9M |
| Xponance LLC | 0.02% | Reduce -1.1% | 43,465 | $1.9M |
| Swedbank AB | 0.00% | No change | 42,960 | $1.9M |
| Vanderbilt University | 0.37% | Add +2.1% | 42,937 | $1.9M |
| Bank of Nova Scotia | 0.00% | Add +3.9% | 40,529 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -82.0% | 40,236 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.4% | 39,512 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +779.4% | 39,404 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 37,926 | $1.6M |
| Ossiam | 0.03% | Add +18.2% | 36,238 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 36,051 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.7% | 35,969 | $1.6M |
| Telos Capital Management, Inc. | 0.16% | Add +0.4% | 34,831 | $1.5M |
| CPA Asset Management Group, LLC | 0.70% | Reduce -8.9% | 34,652 | $1.5M |
| Uniplan Investment Counsel, Inc. | 0.14% | New | 33,720 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +12.9% | 33,519 | $1.5M |
| Harvest Portfolios Group Inc. | 0.05% | Reduce -5.3% | 32,819 | $1.4M |
| Versor Investments LP | 0.24% | Add +265.2% | 32,500 | $1.4M |
| Lighthouse Investment Partners, LLC | 0.05% | Reduce -89.0% | 31,909 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +14.0% | 31,677 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 31,165 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +7.2% | 31,058 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +36.3% | 31,003 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Add +21.6% | 30,578 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.5% | 30,383 | $1.3M |
| Inspire Trust Co, N.A. | 0.33% | Add +9.4% | 30,000 | $1.3M |
| Mariner, LLC | 0.00% | Add +5.0% | 29,960 | $1.3M |
| Pensionfund Sabic | 0.33% | No change | 29,388 | $1.3M |
| Brookstone Capital Management | 0.02% | No change | 29,387 | $1.3M |
| Nordea Investment Management AB | 0.00% | Reduce -1.7% | 29,390 | $1.3M |
| Mizuho Securities USA LLC | 0.02% | Add +46.2% | 28,458 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +5.6% | 28,219 | $1.2M |
| Avanza Fonder AB | 0.04% | — | 27,893 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.5% | 27,688 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +3.5% | 26,928 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.1% | 25,731 | $1.1M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 24,988 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 24,814 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 24,590 | $1.1M |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -0.7% | 24,164 | $1.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -58.7% | 23,893 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +11.4% | 23,689 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Add +17.7% | 22,845 | $992K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 22,751 | $988K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.5% | 22,248 | $966K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -0.9% | 22,202 | $964K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.9% | 22,068 | $958K |
| Atria Investments, Inc | 0.01% | Reduce -15.0% | 21,838 | $948K |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 21,768 | $945K |
| DoubleLine ETF Adviser LP | 0.25% | Add +0.8% | 21,589 | $937K |
| Captrust Financial Advisors | 0.00% | Add +9.3% | 21,139 | $918K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 21,064 | $914K |
| Kentucky Retirement Systems | 0.03% | Reduce -1.4% | 20,625 | $895K |
| Creative Planning | 0.00% | Add +30.4% | 20,505 | $890K |
| Bayesian Capital Management, LP | 0.11% | New | 20,300 | $881K |
| Heritage Wealth Advisors | 0.04% | No change | 19,913 | $864K |
| Generali Asset Management SPA SGR | 0.02% | — | 19,434 | $844K |
| Ostrum Asset Management | 0.07% | Reduce -4.0% | 18,827 | $817K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.9% | 18,426 | $800K |
| Inceptionr LLC | 0.18% | New | 18,246 | $792K |
| iA Global Asset Management Inc. | 0.01% | Add +24.4% | 18,156 | $788K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 18,018 | $782K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Reduce -0.4% | 18,015 | $782K |
| Headlands Technologies LLC | 0.08% | Add +32.9% | 17,994 | $781K |
| IRON Financial LLC | 0.43% | Add +3.0% | 17,674 | $767K |
| Intech Investment Management LLC | 0.01% | Add +66.0% | 17,625 | $765K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.5% | 17,526 | $761K |
| Unigestion Holding SA | 0.04% | Add +48.5% | 17,474 | $759K |
| Guggenheim Capital LLC | 0.01% | Reduce -90.5% | 17,314 | $752K |
| Landscape Capital Management, L.L.C. | 0.08% | Add +131.7% | 17,044 | $740K |
| London Co. of Virginia | 0.00% | No change | 16,873 | $732K |
| Horizon Family Wealth, Inc. | 0.48% | Add +0.9% | 16,746 | $727K |
| Naviter Wealth, LLC | 0.09% | New | 16,437 | $714K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 16,247 | $705K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.1% | 16,200 | $703K |
| NEOS Investment Management LLC | 0.02% | Add +29.9% | 16,180 | $702K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.8% | 16,137 | $701K |
| Penserra Capital Management LLC | 0.01% | Add +0.8% | 15,723 | $681K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 15,478 | $672K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -54.5% | 15,302 | $664K |
| Keybank National Association | 0.00% | Reduce -1.9% | 14,873 | $646K |
| Engineers Gate Manager LP | 0.01% | Reduce -64.6% | 14,573 | $633K |
| Tidal Investments LLC | 0.01% | Reduce -19.6% | 14,519 | $630K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 14,461 | $628K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -3.4% | 14,300 | $621K |
| Cary Street Partners Financial LLC | 0.02% | — | 13,753 | $597K |
| Legacy Capital Group California, Inc. | 0.18% | No change | 13,731 | $596K |
| Mackenzie Financial Corp. | 0.00% | Add +20.7% | 13,605 | $591K |
| Quantinno Capital Management LP | 0.01% | Add +31.3% | 13,529 | $587K |
| Corient Private Wealth LP | 0.00% | Add +18.9% | 13,045 | $566K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.6% | 13,264 | $564K |
| Oak Thistle LLC | 0.17% | New | 12,884 | $559K |
| Aster Capital Management (DIFC) Ltd | 0.21% | New | 12,677 | $550K |
| XTX Topco Ltd | 0.05% | Add +166.7% | 12,673 | $550K |
| Panagora Asset Management Inc. | 0.00% | Reduce -22.1% | 12,438 | $540K |
| Partners in Financial Planning | 0.11% | No change | 12,368 | $537K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.5% | 12,349 | $536K |
| Aviva PLC | 0.00% | Reduce -49.9% | 12,342 | $536K |
| Winebrenner Capital Management LLC | 0.40% | — | 12,000 | $521K |
| Algert Global LLC | 0.01% | Add +23.1% | 12,000 | $521K |
| Hummer Financial Advisory Services Inc | 0.39% | Reduce -1.8% | 11,506 | $499K |
| Howland Capital Management LLC | 0.02% | Reduce -0.0% | 11,099 | $482K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.2% | 10,739 | $466K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -2.0% | 10,608 | $460K |
| Pacific Sun Financial Corp | 0.25% | Add +9.3% | 10,436 | $453K |
| Jane Street Group, LLC | 0.00% | Reduce -96.5% | 10,391 | $451K |
| Stifel Financial Corp. | 0.00% | Add +10.0% | 10,113 | $439K |
| Ackerman Capital Advisors, LLC | 0.11% | No change | 10,050 | $436K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.9% | 9,875 | $429K |
| Longfellow Investment Management Co. LLC | 0.11% | Reduce -6.0% | 9,535 | $414K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 9,534 | $414K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -1.0% | 9,102 | $395K |
| GC Wealth Management RIA, LLC | 0.07% | Add +21.3% | 9,088 | $395K |
| Twinbeech Capital LP | 0.01% | Reduce -79.8% | 8,764 | $380K |
| GAMMA Investing LLC | 0.03% | Add +14.6% | 8,460 | $367K |
| Medallion Wealth Advisors, LLC | 0.18% | — | 8,447 | $367K |
| Shell Asset Management Co. | 0.02% | No change | 8,344 | $362K |
| Vinva Investment Management Ltd | 0.01% | Reduce -53.3% | 8,245 | $355K |
| Baker Ellis Asset Management LLC | 0.05% | Add +77.4% | 8,020 | $348K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.3% | 8,393 | $348K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $345K |
| Kiker Wealth Management, LLC | 0.27% | — | 7,753 | $337K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.3% | 7,676 | $333K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -33.0% | 7,528 | $326K |
| Capital Management Corp. | 0.06% | No change | 7,506 | $326K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.1% | 7,224 | $314K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 7,026 | $305K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -6.7% | 6,979 | $303K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.1% | 6,849 | $297K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.8% | 6,625 | $288K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -2.2% | 6,580 | $286K |
| Integrity Wealth Solutions LLC | 0.16% | No change | 6,409 | $278K |
| Centiva Capital, LP | 0.01% | Reduce -9.1% | 6,230 | $270K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -53.5% | 5,977 | $259K |
| PharVision Advisers, LLC | 0.22% | — | 5,962 | $259K |
| V-Square Quantitative Management LLC | 0.04% | Add +0.6% | 5,915 | $257K |
| Chesapeake Wealth Management | 0.09% | No change | 5,857 | $254K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -7.0% | 6,320 | $253K |
| Empowered Funds, LLC | 0.00% | Add +10.4% | 5,792 | $251K |
| Capstone Investment Advisors, LLC | 0.00% | Add +17.4% | 5,790 | $251K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,758 | $250K |
| First Hawaiian Bank | 0.01% | Reduce -1.8% | 5,719 | $248K |
| GF Fund Management Co. LTD. | 0.01% | — | 5,694 | $247K |
| Fox Run Management, L.L.C. | 0.04% | New | 5,653 | $245K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 5,653 | $245K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 5,589 | $243K |
| Praxis Investment Management Inc. | 0.02% | Reduce -63.0% | 5,510 | $239K |
| US Bancorp \de | 0.00% | Add +0.0% | 5,493 | $238K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.8% | 5,466 | $237K |
| AlTi Global, Inc. | 0.01% | No change | 5,459 | $237K |
| Tiaa Trust, National Association | 0.00% | No change | 5,364 | $233K |
| Vestcor Inc | 0.01% | No change | 5,309 | $230K |
| Prudential PLC | 0.00% | No change | 5,241 | $228K |
| Townsquare Capital LLC | 0.00% | Add +4.8% | 5,173 | $225K |
| RMR Capital Management, LLC | 0.17% | No change | 5,171 | $224K |
| NorthRock Partners, LLC | 0.01% | Add +3.5% | 5,159 | $224K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,132 | $223K |
| Next Capital Management LLC | 0.09% | Add +1.4% | 5,069 | $220K |
| Farringdon Capital, Ltd. | 0.09% | — | 5,041 | $219K |
| One Capital Management, LLC | 0.01% | No change | 5,025 | $218K |
| Cetera Trust Company, N.A | 0.14% | Reduce -8.7% | 5,000 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 4,997 | $217K |
| Profund Advisors LLC | 0.01% | Reduce -42.8% | 4,808 | $209K |
| Tower Bridge Advisors | 0.02% | Reduce -0.0% | 4,798 | $208K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,647 | $202K |
| Mufg Securities Americas Inc. | 0.03% | — | 4,433 | $192K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,335 | $188K |
| Westpac Banking Corp. | 0.01% | Reduce -3.9% | 4,297 | $187K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 4,132 | $178K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.6% | 3,737 | $162K |
| Signaturefd, LLC | 0.00% | Reduce -1.3% | 3,692 | $160K |
| Cwm, LLC | 0.00% | Reduce -3.1% | 3,684 | $160K |
| CI Investments Inc. | 0.00% | Reduce -12.8% | 3,385 | $147K |
| Canada Post Corp Registered Pension Plan | 0.01% | — | 3,335 | $145K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.8% | 3,330 | $145K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $141K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,040 | $132K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.4% | 2,723 | $118K |
| Quarry LP | 0.02% | Reduce -74.0% | 2,707 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.9% | 2,829 | $117K |
| Atlas Capital Advisors Inc. | 0.01% | New | 2,622 | $114K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.8% | 2,256 | $98K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.4% | 2,214 | $96K |
| Whittier Trust Co. | 0.00% | No change | 2,187 | $95K |
| St Germain D J Co. Inc. | 0.00% | New | 2,161 | $94K |
| Sandy Spring Bank | 0.00% | No change | 2,150 | $93K |
| Addison Advisors LLC | 0.03% | Reduce -0.1% | 2,097 | $91K |
| Wingate Wealth Advisors, Inc. | 0.09% | — | 2,007 | $87K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -64.2% | 1,965 | $85K |
| Crews Bank & Trust | 0.01% | — | 1,742 | $76K |
| Allworth Financial LP | 0.00% | Add +1.1% | 1,822 | $74K |
| Intact Investment Management Inc. | 0.00% | No change | 1,600 | $69K |
| Eastern Bank | 0.00% | New | 1,574 | $68K |
| Tobam | 0.02% | Add +15.4% | 1,554 | $67K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,484 | $64K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -32.9% | 1,461 | $63K |
| Catalyst Capital Advisors LLC | 0.00% | New | 1,451 | $63K |
| Lindbrook Capital, LLC | 0.01% | Add +0.2% | 1,415 | $61K |
| Salem Investment Counselors Inc. | 0.00% | Add +62.7% | 1,349 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $56K |
| Wiser Advisor Group LLC | 0.08% | Add +0.9% | 1,279 | $56K |
| Continuum Advisory, LLC | 0.01% | Add +38.0% | 1,275 | $55K |
| Bayforest Capital Ltd | 0.07% | — | 1,271 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Add +68.7% | 1,206 | $52K |
| Jones Financial Companies LLLP | 0.00% | Add +1.4% | 1,169 | $51K |
| Huntington National Bank | 0.00% | Add +21.1% | 1,141 | $50K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,096 | $48K |
| Private Trust Co. NA | 0.00% | No change | 1,086 | $47K |
| Principal Securities, Inc. | 0.00% | Add +17.1% | 1,066 | $46K |
| Mather Group, Llc. | 0.00% | Add +1.0% | 1,008 | $44K |
| Leonteq Securities AG | 0.00% | New | 1,000 | $43K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 980 | $43K |
| Hanson & Doremus Investment Management | 0.01% | No change | 918 | $40K |
| Simplex Trading, LLC | 0.00% | New | 937 | $40K |
| Rothschild Investment LLC | 0.00% | Add +4.6% | 915 | $40K |
| UMB Bank, n.a. | 0.00% | Add +14.4% | 908 | $39K |
| Covestor Ltd | 0.02% | Reduce -71.6% | 877 | $38K |
| Federated Hermes, Inc. | 0.00% | Reduce -38.5% | 820 | $36K |
| Brooklyn Investment Group | 0.01% | Add +10.7% | 794 | $34K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.1% | 757 | $33K |
| Versant Capital Management, Inc | 0.01% | Add +1991.7% | 753 | $33K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 722 | $31K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +5.6% | 721 | $31K |
| National Pension Service | 0.00% | New | 43 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.3% | 609 | $26K |
| Cromwell Holdings LLC | 0.02% | No change | 608 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +26.0% | 586 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -26.3% | 566 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.8% | 536 | $23K |
| Assetmark, Inc. | 0.00% | New | 505 | $22K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 500 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 473 | $21K |
| Acima Private Wealth, LLC | 0.01% | No change | 455 | $20K |
| Gold Investment Management Ltd. | 0.01% | No change | 445 | $19K |
| Quent Capital, LLC | 0.00% | Add +1.4% | 445 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 432 | $19K |
| Main Street Group, LTD | 0.01% | No change | 378 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 351 | $15K |
| Manchester Capital Management LLC | 0.00% | No change | 344 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 340 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.0% | 301 | $13K |
| Activest Wealth Management | 0.00% | Reduce -56.7% | 260 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $10K |
| Meeder Asset Management Inc. | 0.00% | Add +4.7% | 201 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -98.7% | 187 | $8K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.1% | 185 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Add +1.9% | 158 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.0% | 152 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $6K |
| Arax Advisory Partners | 0.00% | No change | 132 | $6K |
| Investors Research Corp | 0.00% | No change | 130 | $6K |
| NFSG Corp | 0.00% | New | 122 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 117 | $5K |
| IFP Advisors, Inc | 0.00% | Add +22.1% | 116 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 111 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +45.5% | 96 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 90 | $4K |
| MV Capital Management, Inc. | 0.00% | Reduce -5.3% | 89 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 74 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 74 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 72 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| Kessler Investment Group, LLC | 0.00% | No change | 68 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -39.8% | 68 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +40.0% | 63 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -98.2% | 63 | $3K |
| Sachetta, LLC | 0.00% | Add +1.6% | 62 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +36.4% | 60 | $3K |
| Kozak & Associates, Inc. | 0.00% | No change | 58 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 56 | $2K |
| MAI Capital Management | 0.00% | New | 55 | $2K |
| Lee Danner & Bass Inc. | 0.00% | New | 54 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 48 | $2K |
| Bokf, NA | 0.00% | New | 51 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 51 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 44 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| Grove Bank & Trust | 0.00% | No change | 40 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -18.6% | 35 | $2K |
| Riverview Trust Co | 0.00% | New | 26 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 26 | $1K |
| Spire Wealth Management | 0.00% | Reduce -4.0% | 24 | $1K |
| Abound Wealth Management | 0.00% | No change | 23 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 22 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 22 | $955 |
| Whipplewood Advisors, LLC | 0.00% | — | 22 | $955 |
| MCF Advisors LLC | 0.00% | Reduce -25.0% | 21 | $912 |
| WealthTrak Capital Management LLC | 0.00% | — | 20 | $869 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 20 | $869 |
| Avior Wealth Management, LLC | 0.00% | Reduce -27.3% | 16 | $694 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 15 | $652 |
| Clark Wealth Partners | 0.00% | — | 15 | $651 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $608 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $608 |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $584 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 13 | $564 |
| NewSquare Capital LLC | 0.00% | New | 13 | $564 |
| Nemes Rush Group LLC | 0.00% | New | 12 | $521 |
| Nvwm, LLC | 0.00% | No change | 10 | $434 |
| West Paces Advisors Inc. | 0.00% | No change | 10 | $434 |
| Sierra Ocean, LLC | 0.00% | — | 8 | $361 |
| Zions Bancorporation, N.A. | 0.00% | No change | 7 | $304 |
| Colonial Trust Co / SC | 0.00% | New | 6 | $258 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $217 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 5 | $217 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $174 |
| West Branch Capital LLC | 0.00% | No change | 3 | $131 |
| High Note Wealth, LLC | 0.00% | New | 3 | $130 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2 | $81 |
| Hemington Wealth Management | 0.00% | No change | 18 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.