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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 2025-03-31, 333,297,313 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
501
13F filers
513
New
52
Added
196
Reduced
170
Sold out
52
Shares held by filers
333,297,313

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ROTHSCHILD INVESTMENT LLC915$41.3K<0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,038$41K0.03%new13F-HRTimeline
Hanson & Doremus Investment Management918$41K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…892$40.3K<0.01%-1,36413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management763$34.5K<0.01%+73913F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…748$33.8K0.01%+2713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC718$32.4K<0.01%-3913F-HRTimeline
SIMPLEX TRADING, LLC710$32K<0.01%-22713F-HRTimeline
WEBSTER BANK, N. A.648$29.3K<0.01%013F-HRTimeline
Cromwell Holdings LLC628$28.4K0.02%+2013F-HRTimeline
Beaird Harris Wealth Management, LLC612$27.6K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB517$23.4K<0.01%-6913F-HRTimeline
Bogart Wealth, LLC511$23.1K<0.01%+1113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC508$22.9K<0.01%+313F-HRTimelineGroup
DUNCKER STREETT & CO INC500$22.6K<0.01%013F-HRTimeline
CVA Family Office, LLC484$21.9K<0.01%+1113F-HRTimeline
Quarry LP480$21.7K0.01%-2,22713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC455$20.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…452$20.4K<0.01%+15113F-HRTimelineGroup
Gold Investment Management Ltd.445$20.1K0.01%013F-HRTimeline
Quent Capital, LLC445$20.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC432$19.5K<0.01%013F-HRTimeline
Manchester Capital Management LLC398$18K<0.01%+5413F-HRTimeline
Main Street Group, LTD378$17.1K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO378$17.1K<0.01%+30613F-HRTimelineGroup
LANARK FINANCIAL, INC.388$17K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB340$15.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.300$13.6K<0.01%-5113F-HRTimeline
Wayfinding Financial, LLC298$13K0.01%new13F-HRTimeline
Covestor Ltd277$13K0.01%-60013F-HRTimeline
Farther Finance Advisors, LLC260$11.7K<0.01%-34913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp258$11.7K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co250$11.3K<0.01%013F-HRTimeline
Arax Advisory Partners249$11.2K<0.01%+11713F-HRTimeline
DT Investment Partners, LLC224$10.1K<0.01%013F-HRTimeline
Larson Financial Group LLC218$9.85K<0.01%+18313F-HRTimeline
First Horizon Advisors, Inc.200$9.03K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…191$8.63K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC187$8.45K0.01%+213F-HRTimeline
Private Wealth Management Group, LLC155$7K<0.01%-313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.144$6.5K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust143$6.46K<0.01%-913F-HRTimeline
CoreCap Advisors, LLC135$6.1K<0.01%013F-HRTimeline
Investors Research Corp130$5.87K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.128$5.78K<0.01%-7313F-HRTimelineGroup
Saudi Central Bank123$5.56K0.03%new13F-HRTimeline
IFP Advisors, Inc116$5.24K<0.01%013F-HRTimeline
NewSquare Capital LLC113$5.1K<0.01%+10013F-HRTimeline
Bruce G. Allen Investments, LLC111$5.01K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC100$4.52K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.86$3.88K<0.01%-313F-HRTimeline
Financial Management Professionals, Inc.84$3.79K<0.01%-1213F-HRTimeline
Aspect Partners, LLC74$3.34K<0.01%013F-HRTimeline
Kessler Investment Group, LLC68$3.07K<0.01%013F-HRTimeline
Smithfield Trust Co70$3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.63$2.85K<0.01%013F-HRTimeline
Sachetta, LLC61$2.76K<0.01%-113F-HRTimeline
Global Financial Private Client, LLC56$2.53K<0.01%013F-HRTimeline
MAI Capital Management55$2.48K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc54$2.44K<0.01%-1413F-HRTimeline
Kozak & Associates, Inc.59$2.4K<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC52$2.35K<0.01%013F-HRTimeline
Fortitude Family Office, LLC45$2.03K<0.01%013F-HRTimeline
GW&K Investment Management, LLC51$2K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC44$1.99K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC44$1.99K<0.01%-1613F-HRTimeline
Grove Bank & Trust40$1.81K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC40$1.81K<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.39$1.76K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC36$1.63K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC35$1.58K<0.01%+1513F-HRTimeline
Cornerstone Planning Group LLC27$1.13K<0.01%+1313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC25$1.13K<0.01%new13F-HR/ATimeline
Abound Wealth Management23$1.05K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC22$1K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC14$994<0.01%-813F-HRTimeline
Rise Advisors, LLC18$813<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC15$678<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.14$633<0.01%013F-HRTimeline
Bell Investment Advisors, Inc14$633<0.01%013F-HRTimeline
Activest Wealth Management14$632<0.01%-24613F-HRTimeline
Clark Wealth Partners13$587<0.01%-213F-HRTimeline
Rialto Wealth Management, LLC11$497<0.01%new13F-HRTimeline
NVWM, LLC10$452<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.10$452<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$411<0.01%-1213F-HRTimeline
SIERRA OCEAN, LLC8$375<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8$362<0.01%-10913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7$316<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$226<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5$226<0.01%new13F-HR/ATimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors5$223<0.01%-113F-HRTimelineGroup
Clearstead Trust, LLC3$136<0.01%new13F-HRTimeline
West Branch Capital LLC3$136<0.01%013F-HRTimeline
High Note Wealth, LLC3$136<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2$91<0.01%-2413F-HRTimeline
True Wealth Design, LLC2$91<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management17$00%-113F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth14$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.