UDR INC (UDR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
486
Reporting holders
$13.0B
Reported value
100.9%
Of shares outstanding
0.6%
Held as options
-3
Holder change
Institutions report 324,250,873 shares against 321,264,222 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 31,250,868 | 0.02% | 8q | -13.6%-$196.7M |
| NORGES BANK | $1.2B | 29,452,071 | 0.12% | 32q | HELD |
| Capital Research Global Investors | $1.0B | 25,567,641 | 0.14% | 10q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 25,516,492 | 0.05% | 2q | -2.8%-$29.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $810.1M | 20,291,857 | 0.02% | 2q | -0.9%-$7.1M |
| STATE STREET CORP | $773.9M | 19,385,427 | 0.02% | 31q | -10.1%-$86.6M |
| FMR LLC | $562.3M | 14,085,967 | 0.02% | 31q | +2.8%+$15.3M |
| Invesco Ltd. | $553.3M | 13,861,075 | 0.04% | 31q | +1.2%+$6.4M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $368.1M | 9,221,587 | 3.14% | 31q | +10.2%+$34.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $346.3M | 8,688,083 | 0.02% | 31q | -0.8%-$2.7M |
| JPMORGAN CHASE & CO | $250.6M | 6,230,612 | 0.01% | 31q | +9.4%+$21.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $219.6M | 5,500,000 | 0.12% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $217.7M | 5,453,681 | 0.04% | 14q | -15.9%-$41.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $206.9M | 5,182,649 | 0.03% | 31q | +3.4%+$6.9M |
| Sixth Street Partners Management Company, L.P. | $206.9M | 5,182,649 | 0.03% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $191.9M | 4,806,606 | 0.03% | 31q | -0.9%-$1.7M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $182.9M | 4,581,042 | 2.55% | 10q | +80.6%+$81.6M |
| NORTHERN TRUST CORP | $159.9M | 4,005,381 | 0.02% | 31q | -12.3%-$22.5M |
| Daiwa Securities Group Inc. | $145.8M | 3,651,175 | 0.29% | 31q | -18.0%-$32.0M |
| UBS Group AG | $132.3M | 2,493,207 | 0.02% | 31q | +22.7%+$24.5M |
| MORGAN STANLEY | $132.2M | 3,311,671 | 0.01% | 35q | -6.5%-$9.2M |
| GOLDMAN SACHS GROUP INC | $113.3M | 2,837,993 | 0.01% | 31q | +6.1%+$6.6M |
| Alyeska Investment Group, L.P. | $106.4M | 2,665,782 | 0.27% | new | NEW |
| Nuveen, LLC | $94.3M | 2,361,535 | 0.02% | 6q | +223.0%+$65.1M |
| Bank of New York Mellon Corp | $89.7M | 2,246,003 | 0.01% | 31q | +1.2%+$1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $87.3M | 2,186,027 | 0.02% | 31q | -25.3%-$29.6M |
| Legal & General Group Plc | $78.7M | 1,971,134 | 0.02% | 31q | -25.5%-$26.9M |
| Balyasny Asset Management L.P. | $77.2M | 1,934,040 | 0.10% | 4q | -30.1%-$33.2M |
| VANGUARD FIDUCIARY TRUST CO | $67.3M | 1,686,287 | 0.01% | 2q | -2.0%-$1.4M |
| Sumitomo Mitsui Trust Group, Inc. | $57.0M | 1,426,925 | 0.03% | 31q | -33.8%-$29.1M |
| BANK OF AMERICA CORP /DE/ | $56.4M | 1,412,176 | 0.00% | 31q | +19.9%+$9.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $54.3M | 1,360,499 | 0.02% | 2q | +2071.1%+$51.8M |
| CITADEL ADVISORS LLC | $54.2M | 1,334,910 | 0.01% | 31q | -61.7%-$87.2M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $48.5M | 1,215,206 | 0.13% | 25q | +1.7%+$791.6K |
| Woodline Partners LP | $48.0M | 1,201,802 | 0.15% | 8q | -34.7%-$25.5M |
| PRUDENTIAL FINANCIAL INC | $47.9M | 1,198,929 | 0.05% | 31q | -52.2%-$52.3M |
| State of Tennessee, Department of Treasury | $47.3M | 1,184,294 | 0.14% | 31q | HELD |
| Hudson Bay Capital Management LP | $47.1M | 1,180,557 | 0.13% | 5q | +49.6%+$15.6M |
| AMERIPRISE FINANCIAL INC | $46.3M | 1,159,201 | 0.01% | 31q | -46.9%-$40.9M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $45.7M | 1,144,865 | 1.63% | 11q | -16.4%-$9.0M |
| JANE STREET GROUP, LLC | $41.0M | 271,170 | 0.00% | 4q | -24.8%-$13.5M |
| HSBC HOLDINGS PLC | $40.3M | 1,009,608 | 0.02% | 31q | -14.7%-$6.9M |
| AQR CAPITAL MANAGEMENT LLC | $40.3M | 1,013,479 | 0.01% | 31q | +140.7%+$23.5M |
| DEUTSCHE BANK AG\ | $36.2M | 905,562 | 0.01% | 34q | -26.0%-$12.7M |
| FIRST TRUST ADVISORS LP | $35.3M | 884,507 | 0.02% | 31q | -15.0%-$6.2M |
| APG Asset Management US Inc. | $33.6M | 828,243 | 0.24% | 9q | HELD |
| Qube Research & Technologies Ltd | $32.3M | 808,812 | 0.03% | new | NEW |
| Callodine Capital Management, LP | $32.1M | 804,619 | 2.10% | 4q | -3.5%-$1.2M |
| Apollo Management Holdings, L.P. | $30.1M | 754,130 | 0.34% | 3q | HELD |
| Hazelview Securities Inc. | $28.5M | 693,817 | 3.95% | 2q | +113.1%+$15.1M |
| Squarepoint Ops LLC | $28.1M | 703,246 | 0.03% | 13q | +673.8%+$24.4M |
| Russell Investments Group, Ltd. | $27.6M | 690,578 | 0.02% | 31q | -18.3%-$6.2M |
| Investure, LLC | $27.2M | 682,339 | 1.70% | 25q | HELD |
| CITIGROUP INC | $26.9M | 674,215 | 0.01% | 31q | -24.7%-$8.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $26.8M | 672,232 | 0.06% | 14q | +309.5%+$20.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $26.5M | 663,973 | 0.04% | 10q | +28.0%+$5.8M |
| Gotham Asset Management, LLC | $25.6M | 641,518 | 0.06% | 6q | +5.8%+$1.4M |
| California Public Employees Retirement System | $25.3M | 634,781 | 0.01% | 31q | +1.4%+$355.1K |
| BANK OF MONTREAL /CAN/ | $24.9M | 623,411 | 0.01% | 31q | -4.3%-$1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $24.8M | 622,465 | 0.01% | 31q | -32.4%-$11.9M |
| BNP PARIBAS FINANCIAL MARKETS | $24.8M | 620,384 | 0.01% | 31q | -14.0%-$4.0M |
| SEI INVESTMENTS CO | $24.7M | 619,837 | 0.02% | 31q | -36.9%-$14.4M |
| RENAISSANCE TECHNOLOGIES LLC | $24.6M | 616,298 | 0.03% | 13q | -50.8%-$25.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $24.4M | 607,711 | 0.02% | 31q | -8.3%-$2.2M |
| Vanguard Global Advisers, LLC | $24.3M | 608,602 | 0.01% | 2q | -3.3%-$818.9K |
| BARCLAYS PLC | $24.3M | 607,595 | 0.00% | 31q | -40.3%-$16.4M |
| Point72 Asset Management, L.P. | $24.0M | 601,160 | 0.03% | 2q | +125.9%+$13.4M |
| Swiss National Bank | $23.5M | 589,100 | 0.01% | 31q | -36.1%-$13.3M |
| RHUMBLINE ADVISERS | $23.4M | 585,469 | 0.02% | 31q | -13.5%-$3.6M |
| NEUBERGER BERMAN GROUP LLC | $23.1M | 578,448 | 0.02% | 19q | +1.6%+$354.7K |
| Jain Global LLC | $23.0M | 576,249 | 0.09% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $21.8M | 545,265 | 0.01% | 7q | +27.1%+$4.6M |
| SNOWWATER INVESTMENT PARTNERS, LLC | $20.9M | 524,198 | 14.47% | 3q | +4731.3%+$20.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $20.7M | 519,196 | 0.04% | 2q | +205.8%+$13.9M |
| NOMURA ASSET MANAGEMENT CO LTD | $19.8M | 494,963 | 0.04% | 31q | -14.1%-$3.3M |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 491,048 | 0.01% | 31q | +12.4%+$2.2M |
| Asset Management One Co., Ltd. | $19.6M | 490,743 | 0.05% | 31q | -17.4%-$4.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $18.8M | 470,085 | 0.06% | 31q | -1.5%-$280.3K |
| Amundi | $18.0M | 452,129 | 0.00% | 21q | -57.9%-$24.9M |
| Lighthouse Investment Partners, LLC | $17.6M | 441,204 | 0.48% | 4q | +12.2%+$1.9M |
| Schonfeld Strategic Advisors LLC | $17.0M | 425,427 | 0.06% | new | NEW |
| Pacific Heights Asset Management LLC | $16.0M | 400,000 | 0.51% | 31q | +14.3%+$2.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $15.8M | 396,193 | 0.03% | 31q | -14.9%-$2.8M |
| Allianz Asset Management GmbH | $15.3M | 385,928 | 0.01% | 36q | -22.2%-$4.4M |
| BAMCO INC /NY/ | $14.9M | 372,699 | 0.02% | 2q | -51.8%-$16.0M |
| LANDMARK INVESTMENT PARTNERS, L.P. | $14.6M | 193,045 | 3.66% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.1M | 278,570 | 0.00% | 30q | +536.4%+$11.9M |
| ALLIANCEBERNSTEIN L.P. | $13.6M | 402,866 | 0.00% | 31q | -62.4%-$22.6M |
| Verition Fund Management LLC | $13.1M | 329,184 | 0.03% | 5q | +501.7%+$11.0M |
| State of New Jersey Common Pension Fund D | $13.0M | 326,382 | 0.04% | 28q | +1.6%+$199.6K |
| MILLENNIUM MANAGEMENT LLC | $13.0M | 325,319 | 0.00% | 31q | -76.0%-$41.2M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $12.3M | 307,440 | 0.06% | 31q | +39.6%+$3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $12.2M | 305,277 | 0.02% | 7q | -43.5%-$9.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $12.0M | 299,875 | 0.01% | 2q | +81.9%+$5.4M |
| Mitsubishi UFJ Trust & Banking Corp | $11.8M | 294,658 | 0.03% | 31q | +140.7%+$6.9M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.5M | 286,937 | 0.02% | 31q | -6.4%-$779.8K |
| Vanguard Investments Australia, Ltd. | $11.4M | 285,297 | 0.03% | 2q | -22.0%-$3.2M |
| ALGERT GLOBAL LLC | $10.9M | 272,880 | 0.13% | new | NEW |
| Quantinno Capital Management LP | $10.5M | 263,839 | 0.01% | 9q | +19.0%+$1.7M |
| NISA INVESTMENT ADVISORS, LLC | $9.8M | 245,582 | 0.03% | 31q | -3.8%-$389.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Cohen & Steers, Inc.with 4 co-filers | 4.8% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 9.5% |
| 2026-07-08 | 13G/A | Cohen & Steers, Inc.with 4 co-filers | 4.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 486 | $13.0B | 324,250,873 | 73 | 152 | 185 | 0.6% |
| Q1 2026 | 489 | $10.2B | 298,814,798 | 58 | 174 | 151 | 0.6% |
| Q4 2025 | 482 | $11.3B | 306,035,864 | 63 | 151 | 168 | 0.6% |
| Q3 2025 | 463 | $10.0B | 267,330,129 | 39 | 145 | 170 | 0.1% |
| Q2 2025 | 473 | $12.0B | 293,105,737 | 66 | 173 | 144 | 0.1% |
| Q1 2025 | 458 | $12.9B | 286,774,178 | 46 | 160 | 138 | 0.0% |
| Q4 2024 | 460 | $12.5B | 288,843,334 | 41 | 156 | 137 | 0.0% |
| Q3 2024 | 452 | $13.2B | 291,870,660 | 58 | 149 | 139 | 0.0% |
| Q2 2024 | 427 | $11.8B | 286,816,449 | 63 | 156 | 121 | 0.2% |
| Q1 2024 | 395 | $10.8B | 287,913,133 | 45 | 135 | 122 | 0.2% |
| Q4 2023 | 403 | $11.1B | 288,658,140 | 50 | 108 | 140 | 0.1% |
| Q3 2023 | 383 | $10.0B | 280,626,062 | 47 | 110 | 134 | 0.1% |
| Q2 2023 | 372 | $12.2B | 284,654,512 | 39 | 104 | 138 | 0.0% |
| Q1 2023 | 366 | $11.8B | 288,134,876 | 44 | 139 | 102 | 0.0% |
| Q4 2022 | 349 | $9.6B | 248,781,883 | 42 | 131 | 104 | 0.1% |
| Q3 2022 | 441 | $13.6B | 324,901,782 | 33 | 166 | 140 | 0.1% |
| Q2 2022 | 455 | $14.8B | 321,259,700 | 43 | 184 | 133 | 0.2% |
| Q1 2022 | 498 | $18.6B | 322,793,967 | 71 | 191 | 140 | 0.2% |
| Q4 2021 | 467 | $19.4B | 322,454,241 | 55 | 157 | 139 | 0.2% |
| Q3 2021 | 445 | $16.8B | 316,233,000 | 53 | 117 | 165 | 0.1% |
| Q2 2021 | 434 | $15.4B | 314,352,009 | 49 | 126 | 145 | 0.1% |
| Q1 2021 | 433 | $13.1B | 298,548,823 | 58 | 152 | 130 | 0.1% |
| Q4 2020 | 413 | $11.3B | 294,075,689 | 52 | 135 | 141 | 0.1% |
| Q3 2020 | 399 | $9.4B | 287,833,416 | 46 | 135 | 141 | 0.1% |
| Q2 2020 | 394 | $10.5B | 281,501,772 | 53 | 122 | 152 | 0.1% |
| Q1 2020 | 387 | $10.8B | 296,606,805 | 29 | 134 | 149 | 0.0% |
| Q4 2019 | 429 | $13.9B | 296,880,609 | 46 | 158 | 118 | 0.0% |
| Q3 2019 | 426 | $13.8B | 285,176,858 | 55 | 168 | 120 | 0.0% |
| Q2 2019 | 403 | $12.5B | 278,549,192 | 26 | 151 | 129 | 0.0% |
| Q1 2019 | 424 | $12.7B | 278,348,591 | 56 | 147 | 135 | 0.0% |
| Q4 2018 | 399 | $11.1B | 279,908,602 | 9 | 10 | 4 | 0.0% |