Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 553 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $9.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
963
shares
|
$33,396
0.0% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
918
shares
|
$31,836
0.0% of portfolio
|
Q1 2024
Reduced 23.24%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
916
shares
|
$31,766
0.0% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
870
shares
|
$30,171
0.0% of portfolio
|
Q3 2025
Reduced 24.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
864
shares
|
$29,963
0.0% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
839
shares
|
$29,096
0.0% of portfolio
|
Q3 2025
Added 142.49%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
830
shares
|
$28,784
0.02% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
830
shares
|
$28,784
0.02% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
814
shares
|
$28,229
0.0% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
801
shares
|
$27,778
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
741
shares
|
$25,697
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
733
shares
|
$25,420
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
705
shares
|
$24,449
0.0% of portfolio
|
Q3 2025
Added 14000.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
691
shares
|
$23,963
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
664
shares
|
$23,027
0.0% of portfolio
|
Q3 2025
Added 544.66%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
648
shares
|
$22,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
634
shares
|
$21,987
0.0% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
587
shares
|
$20,357
0.0% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
520
shares
|
$18,033
0.01% of portfolio
|
Q3 2025
Added 156.16%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
500
shares
|
$17,340
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$17,340
0.0% of portfolio
|
Q2 2021
Reduced 60.94%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
472
shares
|
$16,368
0.01% of portfolio
|
Q2 2025
Reduced 55.6%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
471
shares
|
$16,334
0.0% of portfolio
|
Q3 2025
Reduced 37.7%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
447
shares
|
$15,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
445
shares
|
$15,432
0.01% of portfolio
|
Q4 2023
New holding
|
|