Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UDR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 36.2M | $1.22B | -2.9% | 11.101% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.3M | $887.2M | — | 8.059% | 0.05% |
| 3 | Capital Research Global Investors | 25.6M | $865.7M | +79.7% | 7.863% | 0.13% |
| 4 | STATE STREET CORP | 21.6M | $728.2M | -1.6% | 6.614% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 20.5M | $691.5M | — | 6.281% | 0.02% |
| 6 | FMR LLC | 13.7M | $462.9M | -1.7% | 4.204% | 0.02% |
| 7 | Invesco Ltd. | 13.7M | $462.8M | +33.3% | 4.204% | 0.07% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 8.8M | $294.7M | +2.3% | 2.686% | 0.02% |
| 9 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 8.4M | $282.7M | -10.9% | 2.568% | 2.92% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 6.5M | $219.2M | +2.1% | 1.991% | 0.04% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.0M | $169.2M | +1.4% | 1.537% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 4.9M | $163.8M | +3.1% | 1.488% | 0.03% |
| 13 | NORTHERN TRUST CORP | 4.6M | $154.3M | +1.4% | 1.402% | 0.02% |
| 14 | Daiwa Securities Group Inc. | 4.5M | $150.4M | -14.3% | 1.366% | 0.48% |
| 15 | MORGAN STANLEY | 3.5M | $119.6M | +3.7% | 1.087% | 0.01% |
| 16 | CITADEL ADVISORS LLC | 3.5M | $119.1M | +762.8% | 1.082% | 0.06% |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 2.9M | $98.9M | +72929.8% | 0.898% | 0.02% |
| 18 | UBS Group AG | 2.9M | $96.3M | +18.2% | 0.875% | 0.01% |
| 19 | BALYASNY ASSET MANAGEMENT LLC | 2.8M | $93.4M | -5.9% | 0.849% | 0.32% |
| 20 | GOLDMAN SACHS GROUP INC | 2.7M | $90.3M | -0.3% | 0.820% | 0.01% |
| 21 | Legal & General Group Plc | 2.6M | $89.3M | -18.8% | 0.811% | 0.02% |
| 22 | CBRE CLARION SECURITIES LLC | 2.5M | $85.7M | -45.9% | 0.778% | 1.27% |
| 23 | PRUDENTIAL FINANCIAL INC | 2.5M | $84.8M | -27.4% | 0.770% | 0.10% |
| 24 | Bank of New York Mellon Corp | 2.2M | $75.0M | -3.6% | 0.681% | 0.01% |
| 25 | Sumitomo Mitsui Trust Holdings, Inc. | 2.2M | $72.9M | -2.4% | 0.662% | 0.05% |
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.
Filings activity in UDR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 518 | +0.2% | 76.92% | 10.10 pp | $9.88B | 12% |
| Q4 2025 | 517 | +5.1% | 87.02% | +10.47 pp | $11.17B | +14% |
| Q3 2025 | 492 | 4.5% | 76.55% | 16.08 pp | $9.83B | 17% |
| Q2 2025 | 515 | +3.8% | 92.63% | 3.56 pp | $11.89B | 3.7% |
| Q1 2025 | 496 | 0.4% | 96.19% | 0.37 pp | $12.35B | 0.4% |
| Q4 2024 | 498 | +1.0% | 96.56% | +7.08 pp | $12.40B | +7.9% |
| Q3 2024 | 493 | +4.2% | 89.48% | +0.47 pp | $11.49B | +0.5% |
| Q2 2024 | 473 | — | 89.01% | — | $11.43B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UDR stock.
Based on Q1 2026 13F filings, institutional ownership of UDR, Inc. stands at 76.9%, held across 518 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UDR, with approximately 36,179,139 shares worth $1.22B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of UDR, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for UDR is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
77 institutions opened new positions in UDR during Q1 2026, while 76 fully exited. 116 added to existing positions and 322 trimmed.
UDR institutional ownership fell by 10.10 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 61.9% of all reported 13F value in UDR, and the top 25 account for 78.8%.
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