Skip to content
Disclosery

UDR UDR INC

Follow

REIT (common), issuer CIK 74208

501 managers (513 13F filers) reported a position in UDR shares at 2025-09-30, 302,776,255 shares in all. 42 filers opened a position and 58 filers sold out during the quarter.

Managers
501
13F filers
513
New
42
Added
173
Reduced
204
Sold out
58
Shares held by filers
302,776,255

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC814$30.3K<0.01%-17113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC830$30K0.02%-20813F-HRTimeline
Fulcrum Asset Management LLP801$29.8K0.01%013F-HR/ATimeline
Cromwell Holdings LLC741$27.6K0.01%+1313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC733$27.3K<0.01%+5013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV705$26.3K<0.01%+70013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.664$25K<0.01%+56113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEBSTER BANK, N. A.648$24.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC634$23.6K<0.01%-3613F-HRTimeline
MATHER GROUP, LLC.590$22K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC520$19.4K0.01%+31713F-HRTimeline
DUNCKER STREETT & CO INC500$18.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC500$18.6K<0.01%013F-HRTimeline
CVA Family Office, LLC499$18.6K<0.01%-16213F-HRTimeline
TOBAM472$18K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…471$17.6K<0.01%-28513F-HRTimeline
Quent Capital, LLC447$16.7K<0.01%new13F-HRTimeline
Gold Investment Management Ltd.445$16.6K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/432$16.1K<0.01%013F-HRTimeline
JNBA Financial Advisors410$15.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.401$14.9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO390$14.5K<0.01%-32813F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…378$14K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC349$12.7K<0.01%-8313F-HRTimeline
Covestor Ltd287$11K0.01%+1713F-HRTimeline
CENTRAL TRUST Co250$9.31K<0.01%013F-HRTimeline
DT Investment Partners, LLC224$8.35K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.216$8.05K<0.01%new13F-HRTimeline
FIRST HORIZON CORP200$7.45K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.200$7.45K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust197$7.34K<0.01%+4013F-HRTimeline
WOLFF WIESE MAGANA LLC191$7.12K<0.01%-2813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…191$7.12K<0.01%013F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.169$6.3K<0.01%-15113F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC166$6.18K<0.01%+11613F-HRTimeline
Wealthspire Advisors, LLC164$6.11K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.157$5.85K<0.01%+1313F-HRTimeline
Private Wealth Management Group, LLC153$5.7K<0.01%-213F-HRTimeline
Heartwood Wealth Advisors LLC135$5.03K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC135$5.03K<0.01%013F-HRTimeline
Investors Research Corp130$4.84K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC121$4.51K<0.01%+11813F-HRTimeline
Sachetta, LLC120$4.47K<0.01%+5813F-HRTimeline
Bruce G. Allen Investments, LLC111$4.14K<0.01%013F-HRTimeline
Main Street Group, LTD95$3.54K<0.01%013F-HRTimeline
Blue Trust, Inc.93$3.46K<0.01%-2513F-HRTimeline
IMG Wealth Management, Inc.81$3.02K<0.01%013F-HRTimeline
GW&K Investment Management, LLC92$3K<0.01%-1913F-HRTimeline
Smithfield Trust Co70$3K<0.01%013F-HRTimeline
IFP Advisors, Inc78$2.91K<0.01%+7813F-HR/ATimeline
Manchester Capital Management LLC75$2.79K<0.01%-32313F-HRTimeline
Aspect Partners, LLC74$2.76K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.68$2.54K<0.01%+613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.68$2.53K<0.01%-313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp65$2.42K<0.01%-20613F-HRTimelineGroup
Howard Hughes Medical Institute65$2.42K<0.01%013F-HRTimeline
Kozak & Associates, Inc.61$2.1K<0.01%+213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC56$2.09K<0.01%new13F-HRTimeline
Grove Bank & Trust56$2.09K<0.01%013F-HRTimeline
MAI Capital Management55$2.05K<0.01%-7613F-HRTimeline
FINANCIAL CONSULATE, INC55$2.05K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.54$2.01K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc52$1.94K<0.01%-2613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC52$1.94K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.46$1.72K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC45$1.68K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43$1.6K<0.01%+1613F-HRTimelineGroup
Root Financial Partners, LLC42$1.56K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC40$1.49K<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.39$1.45K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.37$1.38K<0.01%-213F-HRTimeline
JPL Wealth Management, LLC35$1.3K<0.01%new13F-HRTimeline
Avion Wealth27$1K<0.01%+1313F-HRTimeline
Capital Advisors, Ltd. LLC15$1K<0.01%-413F-HRTimeline
Rossby Financial, LCC26$960<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.24$894<0.01%013F-HRTimeline
Larson Financial Group LLC24$892<0.01%-40513F-HRTimeline
Abound Wealth Management23$864<0.01%013F-HRTimeline
Essential Partners LLC19$708<0.01%-4113F-HRTimeline
Wilmington Savings Fund Society, FSB16$596<0.01%-32413F-HR/ATimeline
Signature Resources Capital Management,…16$596<0.01%013F-HRTimeline
ORG Partners LLC16$596<0.01%-2313F-HRTimeline
Cornerstone Planning Group LLC17$568<0.01%-1013F-HRTimeline
Clark Wealth Partners15$550<0.01%013F-HRTimeline
Rise Advisors, LLC13$484<0.01%new13F-HRTimeline
Kilter Group LLC10$373<0.01%-3013F-HRTimeline
Sound Income Strategies, LLC10$358<0.01%013F-HRTimeline
Strengthening Families & Communities, L…8$301<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8$299<0.01%013F-HRTimeline
Avalon Trust Co8$299<0.01%new13F-HRTimeline
Dunhill Financial, LLC7$271<0.01%-1813F-HRTimeline
Tortoise Investment Management, LLC7$261<0.01%-613F-HRTimeline
Principia Wealth Advisory, LLC7$261<0.01%-413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6$224<0.01%-113F-HRTimeline
Private Wealth Asset Management, LLC6$224<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5$187<0.01%new13F-HRTimeline
Activest Wealth Management5$186<0.01%-713F-HRTimeline
Retirement Wealth Solutions LLC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management15$00%-213F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
SHELL ASSET MANAGEMENT CO0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.