| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25.5M | $1.02B | -2.8% | 7.853% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 20.3M | $810.1M | -0.9% | 6.245% | 0.02% |
| 6 | STATE STREET CORP | 19.4M | $773.9M | -10.1% | 5.966% | 0.01% |
| 7 | FMR LLC | 14.1M | $562.3M | +2.8% | 4.335% | 0.02% |
| 8 | Invesco Ltd. | 13.9M | $553.3M | +1.2% | 4.266% | 0.04% |
| 9 | First Nebraska Trust Co | 17K | $460.5M | — | 0.005% | 0.00% |
| 10 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 9.2M | $368.1M | +10.2% | 2.838% | 3.14% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 8.7M | $346.3M | -0.8% | 2.674% | 0.02% |
| 12 | JPMORGAN CHASE & CO | 6.2M | $250.6M | +9.4% | 1.918% | 0.01% |
| 13 | CANADA PENSION PLAN INVESTMENT BOARD | 5.5M | $219.6M | — | 1.693% | 0.12% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 5.5M | $217.7M | -15.9% | 1.679% | 0.04% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.2M | $206.9M | +3.5% | 1.595% | 0.03% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $191.9M | -0.9% | 1.479% | 0.03% |
| 17 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4.6M | $182.9M | +80.6% | 1.410% | 2.55% |
| 18 | NORTHERN TRUST CORP | 4.0M | $159.9M | -12.3% | 1.233% | 0.02% |
| 19 | Daiwa Securities Group Inc. | 3.7M | $145.8M | -18.0% | 1.124% | 0.29% |
| 20 | UBS Group AG | 3.3M | $132.3M | +16.2% | 1.020% | 0.02% |
| 21 | MORGAN STANLEY | 3.3M | $132.2M | -6.5% | 1.019% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 2.8M | $113.3M | +6.1% | 0.873% | 0.01% |
| 23 | Alyeska Investment Group, L.P. | 2.7M | $106.4M | — | 0.821% | 0.27% |
| 24 | Nuveen, LLC | 2.4M | $94.3M | +223.0% | 0.727% | 0.02% |
| 25 | Bank of New York Mellon Corp | 2.2M | $89.7M | +1.2% | 0.691% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UDR — a direct measure of their conviction.
| 90.49% |
| 8.53 pp |
| $12.35B |
| 0.4% |
| Q4 2024 | 498 | +1.0% | 99.02% | +8.64 pp | $12.40B | +7.9% |
| Q3 2024 | 493 | — | 90.38% | — | $11.49B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
71 institutions opened new positions in UDR during Q2 2026, while 81 fully exited. 324 added to existing positions and 111 trimmed.
UDR institutional ownership rose by 5.51 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 60.3% of all reported 13F value in UDR, and the top 25 account for 79.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UDR, Inc. (UDR) Institutional Ownership