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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
145
shares
|
$5,028
0.0% of portfolio
|
Q4 2025
Reduced 24.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
135
shares
|
$4,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
130
shares
|
$4,508
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
121
shares
|
$4,196
0.0% of portfolio
|
Q3 2025
Added 3933.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
120
shares
|
$4,161
0.0% of portfolio
|
Q3 2025
Added 93.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
115
shares
|
$3,988
0.0% of portfolio
|
Q3 2025
Reduced 60.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
111
shares
|
$3,849
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q4 2025
Reduced 79.96%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
95
shares
|
$3,294
0.0% of portfolio
|
Q2 2025
Reduced 74.87%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
92
shares
|
$3,190
0.0% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
82
shares
|
$2,843
0.0% of portfolio
|
Q4 2025
Reduced 11.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
81
shares
|
$2,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
75
shares
|
$2,601
0.0% of portfolio
|
Q3 2025
Reduced 81.16%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
74
shares
|
$2,566
0.0% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
71
shares
|
$2,462
0.0% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
70
shares
|
$2,427
0.0% of portfolio
|
Q3 2020
Reduced 22.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
68
shares
|
$2,358
0.0% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
65
shares
|
$2,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
65
shares
|
$2,254
0.0% of portfolio
|
Q3 2025
Reduced 76.01%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
61
shares
|
$2,115
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
56
shares
|
$1,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
55
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
55
shares
|
$1,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
54
shares
|
$1,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
52
shares
|
$1,803
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|