13F

Stock

UDR, Inc.

UDR · held by 24 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$227.1M

Holders

24

+0 new · −0 exited

Holders’ est. mark

−$4.54M

Price effect on 10 books still in the name

Largest holder

$104.4M

MORGAN STANLEY

Holder count by quarter

Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q3 2018Q2 2019Q3 2019Q4 2019Q1 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.8M$104.4M—Held
BARCLAYS PLC1.33M$49.4M−$4.21MAdded$1.28M
BANK OF AMERICA CORP /DE/1.25M$46.8M—Held
Hudson Bay Capital Management LP389.8K$14.5M—Held
Davis Selected Advisers186.2K$6.94M—Held
Swiss Life Asset Management Ltd38.1K$1.42M−$94.7KAdded$334.9K
OP Asset Management Ltd36K$1.34M−$128.7KCut−$128.7K
Sanctuary Advisors, LLC17.7K$660.3K−$63.3KCut−$325.6K
Invst, LLC16.8K$624.2K—Held
GROUPAMA ASSET MANAGMENT9.97K$371.7K—Held
Medallion Wealth Advisors, LLC8.45K$314.7K−$30.4KCut−$30.4K
PEAK6 LLC7.18K$267.5K−$15.8KAdded$86.9K
Allworth Financial LP1.48K$55.1K—Held
KBC Group NV91.8K$3.42K—Held
IFP Advisors, Inc78$2.91K—Held
MV CAPITAL MANAGEMENT, INC.68$2.53K—Held
Pensionfund PDN40.1K$1.49K—Held
Prestige Wealth Management Group LLC40$1.49K−$143Cut−$143
Pensionfund Sabic20.9K$778−$75Cut−$75
Essential Partners LLC19$708−$68Cut−$1.74K
Clark Wealth Partners15$550−$62Cut−$62
NEW MEXICO EDUCATIONAL RETIREMENT BOARD13.6K$507—Held
Kilter Group LLC10$373—Held
Principia Wealth Advisory, LLC7$261—Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.