DaveManuel.com · Institutional Ownership · Who Owns It
UDR INC (UDR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
528
Reporting holders
$13.6B
Reported value
105.2%
Of shares outstanding
0.3%
Calls
0.3%
Puts
-3
Holder change
Institutions report 338,073,044 shares against 321,264,222 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 31,250,868 | 0.02% | 8q | -13.6%-$196.7M |
| NORGES BANK | $1.2B | 29,452,071 | 0.12% | 32q | HELD |
| Capital Research Global Investors | $1.0B | 25,567,641 | 0.14% | 10q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 25,516,492 | 0.05% | 2q | -2.8%-$29.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $810.1M | 20,291,857 | 0.02% | 2q | -0.9%-$7.1M |
| STATE STREET CORP | $773.9M | 19,385,427 | 0.02% | 31q | -10.1%-$86.6M |
| COHEN & STEERS, INC. | $615.5M | 15,418,373 | 0.97% | 31q | -25.7%-$213.4M |
| FMR LLC | $562.3M | 14,085,967 | 0.02% | 31q | +2.8%+$15.3M |
| Invesco Ltd. | $553.3M | 13,861,075 | 0.04% | 31q | +1.2%+$6.4M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $368.1M | 9,221,587 | 3.14% | 31q | +10.2%+$34.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $346.3M | 8,688,083 | 0.02% | 31q | -0.8%-$2.7M |
| JPMORGAN CHASE & CO | $250.6M | 6,230,612 | 0.01% | 31q | +9.4%+$21.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $219.6M | 5,500,000 | 0.12% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $217.7M | 5,453,681 | 0.04% | 14q | -15.9%-$41.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $206.9M | 5,182,649 | 0.03% | 31q | +3.4%+$6.9M |
| DIMENSIONAL FUND ADVISORS LP | $191.9M | 4,806,606 | 0.03% | 31q | -0.9%-$1.7M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $182.9M | 4,581,042 | 2.55% | 10q | +80.6%+$81.6M |
| NORTHERN TRUST CORP | $159.9M | 4,005,381 | 0.02% | 31q | -12.3%-$22.5M |
| Daiwa Securities Group Inc. | $145.8M | 3,651,175 | 0.29% | 31q | -18.0%-$32.0M |
| UBS Group AG | $132.3M incl. $32.7M options PUT | 2,493,207 | 0.02% | 31q | +22.7%+$24.5M |
| MORGAN STANLEY | $132.2M | 3,311,671 | 0.01% | 35q | -6.5%-$9.2M |
| GOLDMAN SACHS GROUP INC | $113.3M | 2,837,993 | 0.01% | 31q | +6.1%+$6.6M |
| Alyeska Investment Group, L.P. | $106.4M | 2,665,782 | 0.27% | new | NEW |
| Nuveen, LLC | $94.3M | 2,361,535 | 0.02% | 6q | +223.0%+$65.1M |
| Bank of New York Mellon Corp | $89.7M | 2,246,003 | 0.01% | 31q | +1.2%+$1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $87.3M | 2,186,027 | 0.02% | 31q | -25.3%-$29.6M |
| Legal & General Group Plc | $78.7M | 1,971,134 | 0.02% | 31q | -25.5%-$26.9M |
| Balyasny Asset Management L.P. | $77.2M | 1,934,040 | 0.10% | 4q | -30.1%-$33.2M |
| VANGUARD FIDUCIARY TRUST CO | $67.3M | 1,686,287 | 0.01% | 2q | -2.0%-$1.4M |
| Sumitomo Mitsui Trust Group, Inc. | $57.0M | 1,426,925 | 0.03% | 31q | -33.8%-$29.1M |
| BANK OF AMERICA CORP /DE/ | $56.4M | 1,412,176 | 0.00% | 31q | +19.9%+$9.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $54.3M | 1,360,499 | 0.02% | 2q | +2071.1%+$51.8M |
| CITADEL ADVISORS LLC | $54.2M incl. $946.1K options CALL+PUT | 1,334,910 | 0.01% | 31q | -61.7%-$87.2M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $48.5M | 1,215,206 | 0.13% | 25q | +1.7%+$791.6K |
| Woodline Partners LP | $48.0M | 1,201,802 | 0.15% | 8q | -34.7%-$25.5M |
| PRUDENTIAL FINANCIAL INC | $47.9M | 1,198,929 | 0.05% | 31q | -52.2%-$52.3M |
| State of Tennessee, Department of Treasury | $47.3M | 1,184,294 | 0.14% | 31q | HELD |
| Hudson Bay Capital Management LP | $47.1M | 1,180,557 | 0.13% | 5q | +49.6%+$15.6M |
| Gillson Capital LP | $46.8M | 1,172,691 | 2.76% | new | NEW |
| AMERIPRISE FINANCIAL INC | $46.3M | 1,159,201 | 0.01% | 31q | +6.1%+$2.7M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $45.7M | 1,144,865 | 1.63% | 11q | -16.4%-$9.0M |
| JANE STREET GROUP, LLC | $41.0M incl. $30.2M options CALL | 271,170 | 0.00% | 4q | -24.8%-$13.5M |
| HSBC HOLDINGS PLC | $40.3M | 1,009,608 | 0.02% | 31q | -14.7%-$6.9M |
| AQR CAPITAL MANAGEMENT LLC | $40.3M | 1,013,479 | 0.01% | 31q | +140.7%+$23.5M |
| DEUTSCHE BANK AG\ | $36.2M | 905,562 | 0.01% | 34q | -26.0%-$12.7M |
| FIRST TRUST ADVISORS LP | $35.3M | 884,507 | 0.02% | 31q | -15.0%-$6.2M |
| APG Asset Management US Inc. | $33.6M | 828,243 | 0.24% | 9q | HELD |
| Qube Research & Technologies Ltd | $32.3M | 808,812 | 0.03% | new | NEW |
| Callodine Capital Management, LP | $32.1M | 804,619 | 2.10% | 4q | -3.5%-$1.2M |
| Apollo Management Holdings, L.P. | $30.1M | 754,130 | 0.34% | 3q | HELD |
| Hazelview Securities Inc. | $28.5M | 693,817 | 3.95% | 2q | +113.1%+$15.1M |
| Squarepoint Ops LLC | $28.1M | 703,246 | 0.03% | 13q | +673.8%+$24.4M |
| Russell Investments Group, Ltd. | $27.6M | 690,578 | 0.02% | 31q | -18.3%-$6.2M |
| Investure, LLC | $27.2M | 682,339 | 1.70% | 25q | HELD |
| CITIGROUP INC | $26.9M | 674,215 | 0.01% | 31q | -24.7%-$8.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $26.5M | 663,973 | 0.04% | 10q | +28.0%+$5.8M |
| Gotham Asset Management, LLC | $25.6M | 641,518 | 0.06% | 6q | +5.8%+$1.4M |
| California Public Employees Retirement System | $25.3M | 634,781 | 0.01% | 31q | +1.4%+$355.1K |
| BANK OF MONTREAL /CAN/ | $24.9M | 623,411 | 0.01% | 31q | -4.3%-$1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $24.8M | 622,465 | 0.01% | 31q | -32.4%-$11.9M |
| BNP PARIBAS FINANCIAL MARKETS | $24.8M | 620,384 | 0.01% | 31q | -14.0%-$4.0M |
| SEI INVESTMENTS CO | $24.7M | 619,837 | 0.02% | 31q | -36.9%-$14.4M |
| RENAISSANCE TECHNOLOGIES LLC | $24.6M | 616,298 | 0.03% | 13q | -50.8%-$25.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $24.4M | 607,711 | 0.02% | 31q | -8.3%-$2.2M |
| Vanguard Global Advisers, LLC | $24.3M | 608,602 | 0.01% | 2q | -3.3%-$818.9K |
| BARCLAYS PLC | $24.3M | 607,595 | 0.00% | 31q | -40.3%-$16.4M |
| Point72 Asset Management, L.P. | $24.0M | 601,160 | 0.03% | 2q | +125.9%+$13.4M |
| Swiss National Bank | $23.5M | 589,100 | 0.01% | 31q | -36.1%-$13.3M |
| RHUMBLINE ADVISERS | $23.4M | 585,469 | 0.02% | 31q | -13.5%-$3.6M |
| NEUBERGER BERMAN GROUP LLC | $23.1M | 578,448 | 0.02% | 19q | +1.6%+$354.7K |
| Jain Global LLC | $23.0M | 576,249 | 0.09% | new | NEW |
| CANADA LIFE ASSURANCE Co | $22.7M | 567,906 | 0.04% | 31q | -8.7%-$2.2M |
| RAYMOND JAMES FINANCIAL INC | $21.8M | 545,265 | 0.01% | 7q | +27.1%+$4.6M |
| SNOWWATER INVESTMENT PARTNERS, LLC | $20.9M | 524,198 | 14.47% | 3q | +4731.3%+$20.5M |
| Connor, Clark & Lunn Investment Management Ltd. | $20.7M | 519,196 | 0.04% | 2q | +205.8%+$13.9M |
| NOMURA ASSET MANAGEMENT CO LTD | $19.8M | 494,963 | 0.04% | 31q | -14.1%-$3.3M |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 491,048 | 0.01% | 31q | +12.4%+$2.2M |
| Asset Management One Co., Ltd. | $19.6M | 490,743 | 0.05% | 31q | -17.4%-$4.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $18.8M | 470,085 | 0.06% | 31q | -1.5%-$280.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.8M | 469,781 | 0.00% | 31q | +8.8%+$1.5M |
| Amundi | $18.0M | 452,129 | 0.00% | 21q | -57.9%-$24.9M |
| Lighthouse Investment Partners, LLC | $17.6M | 441,204 | 0.48% | 4q | +12.2%+$1.9M |
| Schonfeld Strategic Advisors LLC | $17.0M | 425,427 | 0.06% | new | NEW |
| Pacific Heights Asset Management LLC | $16.0M | 400,000 | 0.51% | 31q | +14.3%+$2.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $15.8M | 396,193 | 0.03% | 31q | -14.9%-$2.8M |
| BAMCO INC /NY/ | $14.9M | 372,699 | 0.02% | 2q | -51.8%-$16.0M |
| Allianz Asset Management GmbH | $14.7M | 368,119 | 0.01% | 36q | -25.8%-$5.1M |
| LANDMARK INVESTMENT PARTNERS, L.P. | $14.6M incl. $7.5M options CALL | 193,045 | 3.66% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.1M incl. $3.0M options CALL+PUT | 278,570 | 0.00% | 30q | +536.4%+$11.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13.6M | 341,680 | 0.01% | 31q | -37.2%-$8.1M |
| ALLIANCEBERNSTEIN L.P. | $13.6M | 402,866 | 0.00% | 31q | -62.4%-$22.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $13.4M | 336,116 | 0.06% | 14q | +104.7%+$6.9M |
| State of New Jersey Common Pension Fund D | $13.0M | 326,382 | 0.04% | 28q | +1.6%+$199.6K |
| MILLENNIUM MANAGEMENT LLC | $13.0M | 325,319 | 0.00% | 31q | -76.0%-$41.2M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $12.3M | 307,440 | 0.06% | 31q | +39.6%+$3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $12.2M | 305,277 | 0.02% | 7q | -43.5%-$9.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $12.0M | 299,875 | 0.01% | 2q | +81.9%+$5.4M |
| Mitsubishi UFJ Trust & Banking Corp | $11.8M | 294,658 | 0.03% | 31q | +140.7%+$6.9M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.5M | 286,937 | 0.02% | 31q | -6.4%-$779.8K |
| Vanguard Investments Australia, Ltd. | $11.4M | 285,297 | 0.03% | 2q | -22.0%-$3.2M |
Showing the largest 100 of 528 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | TOOMEY THOMAS W | Chairman, President and CEO | Sold | 80,000 | $3.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 144 | $220.9M | 6,594,100 | 27 | 32 | 51 | 0.0% |
| Q2 2026 | 528 | $13.6B | 338,073,044 | 74 | 160 | 205 | 0.6% |
| Q1 2026 | 531 | $11.0B | 324,866,324 | 62 | 184 | 166 | 0.6% |
| Q4 2025 | 529 | $12.6B | 342,987,178 | 63 | 168 | 180 | 0.5% |
| Q3 2025 | 515 | $11.4B | 306,524,929 | 42 | 159 | 189 | 0.1% |
| Q2 2025 | 530 | $13.5B | 331,676,228 | 69 | 191 | 167 | 0.1% |
| Q1 2025 | 515 | $15.0B | 333,391,221 | 54 | 178 | 157 | 0.0% |
| Q4 2024 | 513 | $14.5B | 333,620,675 | 44 | 167 | 158 | 0.0% |
| Q3 2024 | 507 | $15.3B | 337,295,088 | 61 | 167 | 158 | 0.0% |
| Q2 2024 | 481 | $13.6B | 330,810,701 | 65 | 171 | 145 | 0.2% |
| Q1 2024 | 455 | $12.5B | 334,570,958 | 47 | 162 | 140 | 0.2% |
| Q4 2023 | 464 | $12.6B | 329,830,909 | 52 | 135 | 164 | 0.1% |
| Q3 2023 | 450 | $11.4B | 320,228,475 | 54 | 135 | 151 | 0.1% |
| Q2 2023 | 443 | $14.1B | 327,367,583 | 45 | 127 | 162 | 0.0% |
| Q1 2023 | 438 | $14.1B | 344,017,452 | 48 | 172 | 120 | 0.0% |
| Q4 2022 | 448 | $12.5B | 321,518,962 | 48 | 162 | 155 | 0.1% |
| Q3 2022 | 425 | $23.7B | 568,938,389 | 32 | 159 | 134 | 0.1% |
| Q2 2022 | 446 | $34.0B | 738,193,487 | 43 | 180 | 129 | 0.1% |
| Q1 2022 | 488 | $21.8B | 379,002,386 | 71 | 186 | 137 | 0.1% |
| Q4 2021 | 457 | $23.8B | 396,335,025 | 54 | 152 | 138 | 0.1% |
| Q3 2021 | 437 | $26.7B | 502,694,629 | 53 | 115 | 161 | 0.1% |
| Q2 2021 | 426 | $25.1B | 511,817,132 | 48 | 125 | 141 | 0.1% |
| Q1 2021 | 424 | $25.3B | 576,855,228 | 57 | 151 | 128 | 0.0% |
| Q4 2020 | 407 | $18.7B | 484,831,436 | 51 | 134 | 138 | 0.1% |
| Q3 2020 | 396 | $38.1B | 1,168,656,684 | 46 | 133 | 140 | 0.0% |
| Q2 2020 | 391 | $27.1B | 723,739,095 | 53 | 119 | 152 | 0.0% |
| Q1 2020 | 386 | $34.0B | 930,768,975 | 29 | 134 | 148 | 0.0% |
| Q4 2019 | 424 | $38.4B | 822,551,715 | 46 | 158 | 115 | 0.0% |
| Q3 2019 | 422 | $40.7B | 838,484,533 | 55 | 163 | 123 | 0.0% |
| Q2 2019 | 398 | $26.9B | 598,234,760 | 25 | 150 | 126 | 0.0% |
| Q1 2019 | 420 | $24.3B | 533,943,781 | 56 | 146 | 132 | 0.0% |
| Q4 2018 | 396 | $21.1B | 532,070,114 | 9 | 8 | 5 | 0.0% |