Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 543 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
965
shares
|
$39,179
0.0% of portfolio
|
Q1 2025
Added 1431.75%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
918
shares
|
$37,270
0.0% of portfolio
|
Q1 2024
Reduced 23.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
915
shares
|
$37,149
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
913
shares
|
$37,067
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
892
shares
|
$36,215
0.0% of portfolio
|
Q1 2025
Reduced 60.46%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
763
shares
|
$30,977
0.0% of portfolio
|
Q1 2025
Added 3079.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
748
shares
|
$30,368
0.01% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
728
shares
|
$29,556
0.02% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
710
shares
|
$28,826
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
691
shares
|
$28,054
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
683
shares
|
$27,729
0.0% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
648
shares
|
$26,308
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
612
shares
|
$24,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
604
shares
|
$24,522
0.0% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
566
shares
|
$22,979
0.0% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
536
shares
|
$21,761
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
511
shares
|
$20,746
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
508
shares
|
$20,624
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$20,300
0.0% of portfolio
|
Q2 2021
Reduced 60.94%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
484
shares
|
$19,650
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
480
shares
|
$19,488
0.0% of portfolio
|
Q1 2025
Reduced 82.27%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
455
shares
|
$18,473
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
452
shares
|
$18,351
0.0% of portfolio
|
Q1 2025
Added 50.17%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
445
shares
|
$18,067
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
444
shares
|
$18,026
0.02% of portfolio
|
Q2 2022
Reduced 10.12%
|