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Institutional Ownership · SEC Form 13F

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.

525
Institutional holders
342,183,465
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
NORGES BANK trimmed29,340,934$1.3B9.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new26,262,696$887M6.6%2026-Q1
Capital Research Global Investors added25,626,709$866M6.5%2026-Q1
BlackRock, Inc. trimmed24,598,068$831M6.2%2026-Q1
STATE STREET CORP trimmed21,555,865$728M5.4%2026-Q1
COHEN & STEERS, INC. trimmed20,765,298$701M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new20,470,596$691M5.2%2026-Q1
FMR LLC trimmed13,598,880$459M3.4%2026-Q1
Invesco Ltd. added13,441,461$454M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added8,754,952$295M2.2%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed8,369,993$283M2.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added6,457,303$218M1.6%2026-Q1
JPMORGAN CHASE & CO added5,693,284$192M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added5,009,830$169M1.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added4,850,115$164M1.2%2026-Q1
NORTHERN TRUST CORP added4,568,498$154M1.2%2026-Q1
Daiwa Securities Group Inc. trimmed4,453,170$150M1.1%2026-Q1
MORGAN STANLEY added3,542,003$120M0.9%2026-Q1
CITADEL ADVISORS LLC added3,481,105$118M0.9%2026-Q1
PGGM Investments trimmed3,469,122$117M0.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,927,766$99M0.7%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed2,766,296$93M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added2,673,795$90M0.7%2026-Q1
Legal & General Group Plc trimmed2,644,336$89M0.7%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed2,536,006$86M0.6%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed2,509,513$85M0.6%2026-Q1
Bank of New York Mellon Corp trimmed2,219,944$75M0.6%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed2,156,869$73M0.5%2026-Q1
UBS Group AG added2,031,804$69M0.5%2026-Q1
Woodline Partners LP added1,841,520$62M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,721,246$58M0.4%2026-Q1
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added1,370,031$46M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,356,376$46M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,253,098$42M0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed1,223,819$41M0.3%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added1,195,377$40M0.3%2026-Q1
State of Tennessee, Department of Treasury added1,186,001$40M0.3%2026-Q1
HSBC HOLDINGS PLC added1,183,338$40M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,177,588$40M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,070,729$39M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added1,092,325$37M0.3%2026-Q1
Amundi added1,074,984$36M0.3%2026-Q1
FIRST TRUST ADVISORS LP added1,041,025$35M0.3%2026-Q1
BARCLAYS PLC added1,017,421$34M0.3%2026-Q1
SEI INVESTMENTS CO trimmed981,797$33M0.2%2026-Q1
Swiss National Bank added921,400$31M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added921,142$31M0.2%2026-Q1
STRS OHIO trimmed902,295$30M0.2%2026-Q1
CITIGROUP INC added894,966$30M0.2%2026-Q1
Russell Investments Group, Ltd. added845,668$29M0.2%2026-Q1
APG Asset Management US Inc. trimmed828,243$28M0.2%2026-Q1
Callodine Capital Management, LP added833,925$28M0.2%2026-Q1
GRS Advisors, LLC trimmed815,632$28M0.2%2026-Q1
Hudson Bay Capital Management LP trimmed789,181$27M0.2%2026-Q1
BAMCO INC /NY/ added772,594$26M0.2%2026-Q1
Apollo Management Holdings, L.P. trimmed754,130$25M0.2%2026-Q1
Freestone Grove Partners LP added737,550$25M0.2%2026-Q1
Nuveen, LLC trimmed731,151$25M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added721,326$24M0.2%2026-Q1
Investure, LLC added682,339$23M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed676,506$23M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added663,055$22M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added651,368$22M0.2%2026-Q1
ExodusPoint Capital Management, LP added637,631$22M0.2%2026-Q1
Vanguard Global Advisers, LLC new629,115$21M0.2%2026-Q1
California Public Employees Retirement System trimmed625,886$21M0.2%2026-Q1
CANADA LIFE ASSURANCE Co trimmed622,354$21M0.2%2026-Q1
Gotham Asset Management, LLC added606,597$20M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed593,863$20M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added576,411$19M0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed569,563$19M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed543,879$18M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added540,575$18M0.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added518,773$18M0.1%2026-Q1
Allianz Asset Management GmbH trimmed496,100$17M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed477,106$16M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added465,677$16M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed436,714$15M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed431,689$15M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added428,923$14M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added414,590$14M0.1%2026-Q1
Lighthouse Investment Partners, LLC trimmed393,092$13M0.1%2026-Q1
Sophron Capital Management L.P. added385,812$13M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new365,924$12M0.1%2026-Q1
JANE STREET GROUP, LLC added360,554$12M0.1%2026-Q1
Pacific Heights Asset Management LLC350,000$12M0.1%2026-Q1
ROYAL BANK OF CANADA added332,431$11M0.1%2026-Q1
Hazelview Securities Inc. added325,580$11M0.1%2026-Q1
State of New Jersey Common Pension Fund D321,382$11M0.1%2026-Q1
Korea Investment CORP trimmed312,263$11M0.1%2026-Q1
VANGUARD GROUP INC trimmed48,999,512$1.8B13.4%2025-Q4 stale
RUSH ISLAND MANAGEMENT, LP new3,566,132$131M1.0%2025-Q4 stale
Engineers Gate Manager LP trimmed1,133,819$42M0.3%2025-Q3 stale
Vision Capital Corp added774,000$32M0.2%2025-Q2 stale
Alyeska Investment Group, L.P. trimmed757,516$28M0.2%2025-Q4 stale
AXA S.A. trimmed481,611$20M0.1%2025-Q2 stale
LMR Partners LLP added534,450$20M0.1%2025-Q4 stale
DigitalBridge Group, Inc. new372,500$14M0.1%2025-Q4 stale
AXA Investment Managers S.A. new364,651$14M0.1%2025-Q3 stale
Heitman Real Estate Securities LLC trimmed291,788$12M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership