Who owns UDR (UDR)
Which tracked institutional funds hold UDR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UDR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
160 tracked funds added or opened UDR while 128 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UDR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UDR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UDR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 483 tracked filers holding UDR, 230 increased or opened the position and 311 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UDR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- CANADA PENSION PLAN INVESTMENT BOARD$220M
- Alyeska Investment Group, L.P.$106M
- Qube Research & Technologies Ltd$32M
- Jain Global LLC$23M
- Schonfeld Strategic Advisors LLC$17M
- ALGERT GLOBAL LLC$11M
Full exits 60
- COHEN & STEERS, INC.$701M
- PGGM Investments$117M
- Amundi$36M
- STRS OHIO$30M
- GRS Advisors, LLC$28M
- ExodusPoint Capital Management, LP$22M
Largest adds
- BlackRock, Inc.$417M
- Capital Research Global Investors$155M
- VANGUARD PORTFOLIO MANAGEMENT LLC$131M
- VANGUARD CAPITAL MANAGEMENT LLC$119M
- FMR LLC$103M
- Invesco Ltd.$99M
Largest trims
- NORGES BANK$150M
- CITADEL ADVISORS LLC$64M
- PRUDENTIAL FINANCIAL INC$37M
- MILLENNIUM MANAGEMENT LLC$33M
- ALLIANCEBERNSTEIN L.P.$26M
- Freestone Grove Partners LP$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,250,868 | $1.2B | 10.2% | 2026-Q2 |
| NORGES BANK added | 29,452,071 | $1.2B | 9.6% | 2026-Q2 |
| Capital Research Global Investors trimmed | 25,567,641 | $1.0B | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 25,516,492 | $1.0B | 8.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 20,291,857 | $810M | 6.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 19,385,427 | $774M | 6.3% | 2026-Q2 |
| FMR LLC added | 14,085,967 | $562M | 4.6% | 2026-Q2 |
| Invesco Ltd. added | 13,861,075 | $553M | 4.5% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 9,221,587 | $368M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 8,688,083 | $346M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,230,612 | $251M | 2.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 5,500,000 | $220M | 1.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,453,681 | $218M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,182,649 | $207M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,806,606 | $192M | 1.6% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 4,581,042 | $183M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,005,381 | $160M | 1.3% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 3,651,175 | $146M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,311,671 | $132M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,837,993 | $113M | 0.9% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 2,665,782 | $106M | 0.9% | 2026-Q2 |
| UBS Group AG added | 2,493,207 | $100M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 2,361,535 | $94M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,246,003 | $90M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,186,027 | $87M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,971,134 | $79M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,934,040 | $77M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,686,287 | $67M | 0.6% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,426,925 | $57M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,412,176 | $56M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,360,499 | $54M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,334,910 | $53M | 0.4% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 1,215,206 | $49M | 0.4% | 2026-Q2 |
| Woodline Partners LP trimmed | 1,201,802 | $48M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,198,929 | $48M | 0.4% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 1,184,294 | $47M | 0.4% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 1,180,557 | $47M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,159,201 | $46M | 0.4% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed | 1,144,865 | $46M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,013,479 | $40M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 1,009,608 | $40M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 905,562 | $36M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 884,507 | $35M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. | 828,243 | $34M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 808,812 | $32M | 0.3% | 2026-Q2 |
| Callodine Capital Management, LP trimmed | 804,619 | $32M | 0.3% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 754,130 | $30M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 703,246 | $28M | 0.2% | 2026-Q2 |
| Hazelview Securities Inc. added | 693,817 | $29M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 690,578 | $28M | 0.2% | 2026-Q2 |
| Investure, LLC | 682,339 | $27M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 674,215 | $27M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 663,973 | $27M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 641,518 | $26M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 634,781 | $25M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 623,411 | $25M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 622,465 | $25M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 620,384 | $25M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 619,837 | $25M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 616,298 | $25M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 608,602 | $24M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 607,711 | $24M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 607,595 | $24M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 601,160 | $24M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 589,100 | $24M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 585,469 | $23M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 578,448 | $23M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 576,249 | $23M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 545,265 | $22M | 0.2% | 2026-Q2 |
| SNOWWATER INVESTMENT PARTNERS, LLC added | 524,198 | $21M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 519,196 | $21M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 494,963 | $20M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 491,048 | $20M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 490,743 | $20M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 470,085 | $19M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 469,781 | $19M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 441,204 | $18M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 425,427 | $17M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 402,866 | $14M | 0.1% | 2026-Q2 |
| Pacific Heights Asset Management LLC added | 400,000 | $16M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 396,193 | $16M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 385,928 | $15M | 0.1% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 372,699 | $15M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 341,680 | $14M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 336,116 | $13M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 326,382 | $13M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 325,319 | $13M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 307,440 | $12M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 305,277 | $12M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 299,875 | $12M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 294,658 | $12M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 286,937 | $11M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 285,297 | $11M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 278,570 | $11M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 272,880 | $11M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 271,170 | $11M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 263,839 | $11M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 245,582 | $10M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 236,904 | $9M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 234,013 | $9M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.