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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
444
shares
|
$15,397
0.02% of portfolio
|
Q2 2022
Reduced 10.12%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
432
shares
|
$14,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
410
shares
|
$14,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
401
shares
|
$13,906
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
390
shares
|
$13,525
0.0% of portfolio
|
Q3 2025
Reduced 45.68%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
378
shares
|
$13,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
360
shares
|
$12,484
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
349
shares
|
$12,103
0.0% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
309
shares
|
$10,716
0.0% of portfolio
|
Q4 2025
Reduced 64.73%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
287
shares
|
$9,953
0.01% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
250
shares
|
$8,670
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
224
shares
|
$7,768
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
216
shares
|
$7,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$6,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$6,936
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
200
shares
|
$6,936
0.0% of portfolio
|
Q3 2025
Added 277.36%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
197
shares
|
$6,831
0.0% of portfolio
|
Q3 2025
Added 25.48%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
191
shares
|
$6,623
0.0% of portfolio
|
Q3 2022
Added 22.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
169
shares
|
$5,860
0.0% of portfolio
|
Q3 2023
Added 956.25%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
169
shares
|
$5,860
0.0% of portfolio
|
Q3 2025
Reduced 47.19%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
166
shares
|
$5,756
0.0% of portfolio
|
Q3 2025
Added 564.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
164
shares
|
$5,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
160
shares
|
$5,548
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
157
shares
|
$5,444
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
153
shares
|
$5,306
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|