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Disclosery

UDR UDR INC

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REIT (common), issuer CIK 74208

501 managers (513 13F filers) reported a position in UDR shares at 2024-12-31, 333,539,006 shares in all. 46 filers opened a position and 55 filers sold out during the quarter.

Managers
501
13F filers
513
New
46
Added
184
Reduced
169
Sold out
55
Shares held by filers
333,539,006

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UMB Bank, n.a.908$39.4K<0.01%+11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd877$38K0.02%-2,21513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.820$35.6K<0.01%-51313F-HRTimelineGroup
Brooklyn Investment Group794$34.4K0.01%+7713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC757$32.9K<0.01%-2413F-HRTimeline
Versant Capital Management, Inc753$32.7K0.01%+71713F-HRTimeline
Caitong International Asset Management …722$31.3K0.03%13F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…721$31.3K0.01%+3813F-HRTimeline
National Pension Service43$28.3K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.648$28.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC609$26.4K<0.01%-1413F-HRTimeline
Cromwell Holdings LLC608$26.4K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB586$25.4K<0.01%+12113F-HRTimeline
Global Retirement Partners, LLC566$24.6K<0.01%-20213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC505$21.9K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC500$21.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC500$21.7K<0.01%013F-HRTimeline
CVA Family Office, LLC473$20.5K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC455$19.8K0.01%013F-HRTimeline
Gold Investment Management Ltd.445$19.3K0.01%013F-HRTimeline
Quent Capital, LLC445$19.3K<0.01%+613F-HRTimeline
Salomon & Ludwin, LLC432$18.8K<0.01%013F-HRTimeline
Main Street Group, LTD378$16.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.351$15.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC344$14.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB340$14.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…301$13.1K<0.01%+8613F-HRTimelineGroup
Activest Wealth Management260$11.3K<0.01%-34013F-HRTimeline
CENTRAL TRUST Co250$10.9K<0.01%013F-HRTimeline
DT Investment Partners, LLC224$9.72K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.201$8.72K<0.01%+913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…191$8.29K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC185$8.04K0.01%+213F-HRTimeline
Private Wealth Management Group, LLC158$6.86K<0.01%+313F-HRTimeline
Parkside Financial Bank & Trust152$6.6K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC135$5.86K<0.01%013F-HRTimeline
Arax Advisory Partners132$5.73K<0.01%013F-HRTimeline
Investors Research Corp130$5.64K<0.01%013F-HRTimeline
NFSG Corp122$5.3K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC117$5.08K<0.01%new13F-HRTimeline
IFP Advisors, Inc116$5.04K<0.01%+2113F-HRTimeline
Bruce G. Allen Investments, LLC111$4.82K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.96$4.17K<0.01%+3013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP90$3.91K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.89$3.86K<0.01%-513F-HRTimeline
Raleigh Capital Management Inc.74$3.21K<0.01%013F-HRTimeline
Aspect Partners, LLC74$3.21K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO72$3.13K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co70$3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc68$2.95K<0.01%-4513F-HRTimeline
Kessler Investment Group, LLC68$2.95K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.63$2.74K<0.01%+1813F-HRTimeline
Blue Trust, Inc.63$2.73K<0.01%-3,35913F-HR/ATimeline
Sachetta, LLC62$2.69K<0.01%+113F-HRTimeline
Dunhill Financial, LLC60$2.6K<0.01%+1613F-HRTimeline
Kozak & Associates, Inc.58$2.51K<0.01%013F-HRTimeline
Global Financial Private Client, LLC56$2.43K<0.01%013F-HRTimeline
MAI Capital Management55$2.39K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC54$2.34K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC52$2.26K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …48$2.08K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA51$2.04K<0.01%new13F-HRTimelineGroup
GW&K Investment Management, LLC51$2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC45$1.95K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC44$1.91K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC40$1.74K<0.01%013F-HR/ATimeline
Grove Bank & Trust40$1.74K<0.01%013F-HRTimeline
TFC Financial Management, Inc.39$1.69K<0.01%013F-HRTimeline
Larson Financial Group LLC35$1.52K<0.01%-813F-HRTimeline
Riverview Trust Co26$1.13K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC26$1.13K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$1.04K<0.01%-113F-HRTimelineGroup
Abound Wealth Management23$1.01K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC22$1K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC22$955<0.01%13F-HRTimeline
Whipplewood Advisors, LLC22$955<0.01%13F-HRTimeline
MCF Advisors LLC21$912<0.01%-713F-HRTimeline
BOK Financial Private Wealth, Inc.20$869<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC20$869<0.01%13F-HRTimeline
Avior Wealth Management, LLC16$694<0.01%-613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC15$652<0.01%013F-HRTimeline
Clark Wealth Partners15$651<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.14$608<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc14$608<0.01%013F-HRTimeline
Cornerstone Planning Group LLC14$584<0.01%new13F-HRTimeline
NewSquare Capital LLC13$564<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC13$564<0.01%new13F-HRTimeline
Nemes Rush Group LLC12$521<0.01%new13F-HRTimeline
NVWM, LLC10$434<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.10$434<0.01%013F-HRTimeline
SIERRA OCEAN, LLC8$361<0.01%13F-HRTimeline
Zions Bancorporation, N.A.7$304<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors6$258<0.01%new13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC5$217<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC5$217<0.01%new13F-HRTimeline
Creekmur Asset Management LLC4$174<0.01%013F-HRTimeline
West Branch Capital LLC3$131<0.01%013F-HRTimeline
High Note Wealth, LLC3$130<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2$81<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC0$17<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management18$00%013F-HRTimelineValue filed as zero, left out of ratios.