Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 557 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46
shares
|
$1,595
0.0% of portfolio
|
Q4 2017
Added 4247.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
46
shares
|
$1,595
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
45
shares
|
$1,560
0.0% of portfolio
|
Q1 2024
Reduced 73.05%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
43
shares
|
$1,491
0.0% of portfolio
|
Q3 2025
Added 59.26%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
42
shares
|
$1,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$1,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
40
shares
|
$1,387
0.0% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
39
shares
|
$1,352
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38
shares
|
$1,317
0.0% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
37
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$936
0.0% of portfolio
|
Q3 2025
Added 92.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
26
shares
|
$901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
24
shares
|
$832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
24
shares
|
$832
0.0% of portfolio
|
Q3 2025
Reduced 94.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
23
shares
|
$797
0.0% of portfolio
|
Q3 2023
Reduced 14.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
17
shares
|
$589
0.0% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
16
shares
|
$554
0.0% of portfolio
|
Q3 2025
Reduced 58.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
16
shares
|
$554
0.0% of portfolio
|
Q3 2025
Reduced 95.51%
|
|