greeksoup/ stock research
Stock research / United States / UDR / 13F holders

Udr, Inc. 13F holders

525 funds reported a position in Udr, Inc. in their 13F for the quarter ended 30 June 2026, together 338.1 million shares worth $13.49 billion. Against the quarter before, 66 opened a position, 163 added, 207 trimmed and 81 sold out; together they sold a net 16.4 million shares. The largest holders: BlackRock, Inc., Norges Bank and Capital Research Global Investors.

Funds holding525-5 on Q1 2026
Shares they held338.1Mworth $13.49 billion
Net sold on the quarter16.4M sharesabout $655.7 million at the funds' values
Funds buying to selling229 to 288opened or added, to cut or sold
Opened 66Added 163Held 82Trimmed 207Sold out 81
Opened: 66 fundsAdded: 163 fundsHeld: 82 fundsTrimmed: 207 fundsSold out: 81 funds

What each fund did in UDR against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 507 funds, 339.3 million shares507Q3 2024Q4 2024: 513 funds, 333.6 million shares513Q4 2024Q1 2025: 512 funds, 333.4 million shares512Q1 2025Q2 2025: 526 funds, 331.7 million shares526Q2 2025Q3 2025: 513 funds, 306.6 million shares513Q3 2025Q4 2025: 527 funds, 343.0 million shares527Q4 2025Q1 2026: 530 funds, 324.9 million shares530Q1 2026Q2 2026: 525 funds, 338.1 million shares525Q2 2026

Funds reporting a position in UDR in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 245 reported a position in Udr, Inc.: 35 opened one, 71 added, 82 trimmed and 24 sold out, a net 398,642 shares sold.

FundChange in sharesShares nowStatusFiling
Daiwa Securities Group Inc.-2,347,4891,303,686trimmed13F
Arbejdsmarkedets Tillaegspension+719,600719,600new13F
Amundi+488,988941,117added13F
Strs Ohio+451,498451,498new13F
Nisa Investment Advisors, LLC-224,04421,538trimmed13F
Geode Capital Management, LLC+207,1288,895,211added13F
Citigroup Inc.-159,945514,270trimmed13F
Deutsche Bank AG+153,4811,059,043added13F
Russell Investments Group, Ltd.-152,737537,841trimmed13F
Creative Planning+132,133215,089added13F
Sky Investment Group LLC+128,870128,870new13F
Y-Intercept (Hong Kong) Ltd-126,787107,226trimmed13F
Eurizon Capital SGR S.p.A.-115,7333,043trimmed13F
Intact Investment Management Inc.+108,400108,400new13F
Dimensional Fund Advisors LP-103,0004,703,606trimmed13F
Barclays PLC+100,592708,187added13F
Exchange Traded Concepts, LLC-80,941255,175trimmed13F
Wealth Enhancement Advisory Services, LLC+88,078119,474added13F
Merit Financial Group, LLC+76,30076,300new13F
Agf Management Ltd+74,93074,930new13F
Natixis+72,693197,881added13F
Mitsubishi UFJ Asset Management Co., Ltd.+55,181677,646added13F
Gateway Investment Advisers LLC+54,63054,630new13F
New York State Teachers Retirement System+49,030325,024added13F
Bank of New York Mellon Corp-46,7442,199,259trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Udr, Inc. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Norges Bank, 29.5 million shares worth $1.18 billion, 0.1% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Bridgewater Associates. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 207,128 shares, about $6.9 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Norges Bank29,452,071$1.18 billion0.1%held30 June 2026, an earlier quarter13F
Capital Research Global Investors25,567,641$1.02 billion0.1%-59,068trimmed30 June 2026, an earlier quarter13F
FMR LLC14,085,967$562.3 million0.0%+384,026added30 June 2026, an earlier quarter13F
Geode Capital Management8,895,211$298.0 million0.0%+207,128added30 September 202613F
Alyeska2,665,782$106.4 million0.3%+2,665,782new30 June 2026, an earlier quarter13F
Citadel Advisors1,334,910$53.3 million0.0%-2,146,195trimmed30 June 2026, an earlier quarter13F
Renaissance Technologies616,298$24.6 million0.0%-636,800trimmed30 June 2026, an earlier quarter13F
Point72 Asset Management601,160$24.0 million0.0%+335,074added30 June 2026, an earlier quarter13F
Millennium Management325,319$13.0 million0.0%-1,031,057trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates0$00.0%-15,573exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.31,250,8689.24%$1.25 billion0.02%-4,928,27113F
Norges Bank29,452,0718.71%$1.18 billion0.12%13F
Capital Research Global Investors25,567,6417.56%$1.02 billion0.14%-59,06813F
Vanguard Portfolio Management LLC25,516,4927.55%$1.02 billion0.05%-746,20413F
Vanguard Capital Management LLC20,291,8576.00%$810.1 million0.02%-178,73913F
State Street Corp.19,385,4275.73%$773.9 million0.02%-2,170,43813F
Cohen & Steers, Inc.15,418,3734.56%$615.5 million0.97%-5,346,92513F
FMR LLC14,085,9674.17%$562.3 million0.02%+384,02613F
Invesco Ltd.13,861,0754.10%$553.3 million0.04%+160,20513F
Centersquare Investment Management LLC9,221,5872.73%$368.1 million3.14%+851,59413F
Geode Capital Management, LLC8,688,0832.57%$346.3 million0.02%-66,86913F
JPMorgan Chase & Co.6,230,6121.84%$250.6 million0.01%+537,32813F
Canada Pension Plan Investment Board5,500,0001.63%$219.6 million0.12%new13F
Wellington Management Group LLP5,453,6811.61%$217.7 million0.04%-1,034,54513F
Charles Schwab Investment Management Inc.5,182,6491.53%$206.9 million0.03%+172,81913F
Dimensional Fund Advisors LP4,806,6061.42%$191.9 million0.04%-43,50913F
Cbre Investment Management Listed Real Assets LLC4,581,0421.36%$182.9 million2.54%+2,045,03613F
Northern Trust Corp.4,005,3811.18%$159.9 million0.02%-563,11713F
Daiwa Securities Group Inc.3,651,1751.08%$145.8 million0.33%-801,99513F
Morgan Stanley3,311,6710.98%$132.2 million0.01%-230,33213F
Goldman Sachs Group Inc.2,837,9930.84%$113.3 million0.01%+164,19813F
Alyeska Investment Group, L.P.2,665,7820.79%$106.4 million0.27%new13F
UBS Group AG2,493,2070.74%$99.5 million0.02%+461,40313F
Nuveen, LLC2,361,5350.70%$94.3 million0.02%+1,630,38413F
Bank of New York Mellon Corp2,246,0030.66%$89.7 million0.01%+26,05913F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC2,186,0270.65%$87.3 million0.02%-741,73913F
Legal & General Group Plc1,971,1340.58%$78.7 million0.02%-673,20213F
Balyasny Asset Management L.P.1,934,0400.57%$77.2 million0.15%-832,25613F
Vanguard Fiduciary Trust Co.1,686,2870.50%$67.3 million0.01%-34,95913F
Sumitomo Mitsui Trust Group, Inc.1,426,9250.42%$57.0 million0.03%-729,94413F
Bank of America Corp.1,412,1760.42%$56.4 million0.00%+234,58813F
Arrowstreet Capital, Limited Partnership1,360,4990.40%$54.3 million0.02%+1,297,83613F
Citadel Advisors LLC1,334,9100.39%$53.3 million0.03%-2,146,19513F
Teacher Retirement System of Texas1,215,2060.36%$48.5 million0.13%+19,82913F
Woodline Partners LP1,201,8020.36%$48.0 million0.15%-639,71813F
Prudential Financial Inc.1,198,9290.35%$47.9 million0.05%-1,310,58413F
State of Tennessee, Department of Treasury1,184,2940.35%$47.3 million0.14%-1,70713F
Hudson Bay Capital Management LP1,180,5570.35%$47.1 million0.24%+391,37613F
Gillson Capital LP1,172,6910.35%$46.8 million2.76%new13F
Ameriprise Financial Inc.1,159,2010.34%$46.3 million0.01%+66,87613F
Lasalle Investment Management Securities LLC1,144,8650.34%$45.7 million1.63%-225,16613F
HSBC Holdings PLC1,009,6080.30%$40.3 million0.02%-173,73013F
AQR Capital Management LLC1,013,4790.30%$40.3 million0.01%+592,35613F
Deutsche Bank AG905,5620.27%$36.2 million0.01%-318,25713F
First Trust Advisors LP884,5070.26%$35.3 million0.02%-156,51813F
APG Asset Management US Inc.828,2430.24%$33.6 million0.24%no change13F
Qube Research & Technologies Ltd808,8120.24%$32.3 million0.04%new13F
Callodine Capital Management, LP804,6190.24%$32.1 million2.11%-29,30613F
Apollo Management Holdings, L.P.754,1300.22%$30.1 million0.49%no change13F
Hazelview Securities Inc.693,8170.21%$28.5 million3.95%+368,23713F
The 50 largest of the 525 funds that reported a position in UDR in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on UDR

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls17,800$710,57630 June 202613F
Citadel AdvisorsPuts5,900$235,52830 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/ACohen & Steers, Inc. and 9 others15.5 million4.8%30 June 2026passive, institutional (13d-1(b))EDGAR
30 July 202613G/ABlackRock, Inc. and 1 other30.8 million9.5%30 June 2026passive, institutional (13d-1(b))EDGAR
8 July 202613G/ACohen & Steers, Inc. and 9 others15.5 million4.8%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613G/ACohen & Steers, Inc. and 9 others20.8 million6.3%31 March 2026passive, institutional (13d-1(b))EDGAR
14 May 202613GCapital Research Global Investors and 1 other25.6 million7.8%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other23.3 million7.1%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other26.3 million8.0%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
31 August 202611,390$37.12SEC
27 August 202665$37.93SEC
25 August 2026800$38.39SEC
21 August 20262,121$37.69SEC
17 August 2026117$37.94SEC
14 August 2026244$37.94SEC
12 August 20261,181$37.30SEC
17 July 202612$40.57SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 11,390 on 31 August 2026. A fail is an operational fact about settlement, not a position.