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-Q1 13F filings. 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
92 tracked funds added or opened UDR while 141 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 525 tracked filers holding UDR, 262 increased or opened the position and 250 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$887M
- VANGUARD CAPITAL MANAGEMENT LLC$691M
- VANGUARD FIDUCIARY TRUST CO$58M
- BAMCO INC /NY/$26M
- Vanguard Global Advisers, LLC$21M
- Vanguard Investments Australia, Ltd.$12M
Full exits 23
- VANGUARD GROUP INC$1.8B
- RUSH ISLAND MANAGEMENT, LP$131M
- Alyeska Investment Group, L.P.$28M
- LMR Partners LLP$20M
- DigitalBridge Group, Inc.$14M
- Qube Research & Technologies Ltd$9M
Largest adds
- Capital Research Global Investors$343M
- NORGES BANK$244M
- CITADEL ADVISORS LLC$104M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$99M
- Invesco Ltd.$77M
- JPMORGAN CHASE & CO$69M
Largest trims
- BlackRock, Inc.$536M
- COHEN & STEERS, INC.$189M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$86M
- STATE STREET CORP$76M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$62M
- FMR LLC$52M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORGES BANK trimmed | 29,340,934 | $1.3B | 9.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 26,262,696 | $887M | 6.6% | 2026-Q1 |
| Capital Research Global Investors added | 25,626,709 | $866M | 6.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 24,598,068 | $831M | 6.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 21,555,865 | $728M | 5.4% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 20,765,298 | $701M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 20,470,596 | $691M | 5.2% | 2026-Q1 |
| FMR LLC trimmed | 13,598,880 | $459M | 3.4% | 2026-Q1 |
| Invesco Ltd. added | 13,441,461 | $454M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,754,952 | $295M | 2.2% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 8,369,993 | $283M | 2.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 6,457,303 | $218M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,693,284 | $192M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,009,830 | $169M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,850,115 | $164M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,568,498 | $154M | 1.2% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 4,453,170 | $150M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 3,542,003 | $120M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,481,105 | $118M | 0.9% | 2026-Q1 |
| PGGM Investments trimmed | 3,469,122 | $117M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,927,766 | $99M | 0.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 2,766,296 | $93M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,673,795 | $90M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,644,336 | $89M | 0.7% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 2,536,006 | $86M | 0.6% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 2,509,513 | $85M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,219,944 | $75M | 0.6% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,156,869 | $73M | 0.5% | 2026-Q1 |
| UBS Group AG added | 2,031,804 | $69M | 0.5% | 2026-Q1 |
| Woodline Partners LP added | 1,841,520 | $62M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,721,246 | $58M | 0.4% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 1,370,031 | $46M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,356,376 | $46M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,253,098 | $42M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,223,819 | $41M | 0.3% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 1,195,377 | $40M | 0.3% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 1,186,001 | $40M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,183,338 | $40M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,177,588 | $40M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,070,729 | $39M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,092,325 | $37M | 0.3% | 2026-Q1 |
| Amundi added | 1,074,984 | $36M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,041,025 | $35M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 1,017,421 | $34M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 981,797 | $33M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 921,400 | $31M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 921,142 | $31M | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 902,295 | $30M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 894,966 | $30M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 845,668 | $29M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 828,243 | $28M | 0.2% | 2026-Q1 |
| Callodine Capital Management, LP added | 833,925 | $28M | 0.2% | 2026-Q1 |
| GRS Advisors, LLC trimmed | 815,632 | $28M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 789,181 | $27M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ added | 772,594 | $26M | 0.2% | 2026-Q1 |
| Apollo Management Holdings, L.P. trimmed | 754,130 | $25M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP added | 737,550 | $25M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 731,151 | $25M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 721,326 | $24M | 0.2% | 2026-Q1 |
| Investure, LLC added | 682,339 | $23M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 676,506 | $23M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 663,055 | $22M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 651,368 | $22M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 637,631 | $22M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 629,115 | $21M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 625,886 | $21M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 622,354 | $21M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 606,597 | $20M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 593,863 | $20M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 576,411 | $19M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 569,563 | $19M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 543,879 | $18M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 540,575 | $18M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 518,773 | $18M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 496,100 | $17M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 477,106 | $16M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 465,677 | $16M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 436,714 | $15M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 431,689 | $15M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 428,923 | $14M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 414,590 | $14M | 0.1% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 393,092 | $13M | 0.1% | 2026-Q1 |
| Sophron Capital Management L.P. added | 385,812 | $13M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 365,924 | $12M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 360,554 | $12M | 0.1% | 2026-Q1 |
| Pacific Heights Asset Management LLC | 350,000 | $12M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 332,431 | $11M | 0.1% | 2026-Q1 |
| Hazelview Securities Inc. added | 325,580 | $11M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 321,382 | $11M | 0.1% | 2026-Q1 |
| Korea Investment CORP trimmed | 312,263 | $11M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 48,999,512 | $1.8B | 13.4% | 2025-Q4 stale |
| RUSH ISLAND MANAGEMENT, LP new | 3,566,132 | $131M | 1.0% | 2025-Q4 stale |
| Engineers Gate Manager LP trimmed | 1,133,819 | $42M | 0.3% | 2025-Q3 stale |
| Vision Capital Corp added | 774,000 | $32M | 0.2% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 757,516 | $28M | 0.2% | 2025-Q4 stale |
| AXA S.A. trimmed | 481,611 | $20M | 0.1% | 2025-Q2 stale |
| LMR Partners LLP added | 534,450 | $20M | 0.1% | 2025-Q4 stale |
| DigitalBridge Group, Inc. new | 372,500 | $14M | 0.1% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 364,651 | $14M | 0.1% | 2025-Q3 stale |
| Heitman Real Estate Securities LLC trimmed | 291,788 | $12M | 0.1% | 2025-Q2 stale |
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.