UDR, Inc. — Institutional Ownership

Which tracked institutions hold UDR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

43
Funds holding
$3777729116
Total value held
Buying
22 added/new · 21 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $1247534648 31250868 -4928271 -13.62%
2 State Street Corp $773866246 19385427 -2170438 -10.07%
3 Invesco Ltd. $553334107 13861075 +13861075 NEW BUY
4 Jpmorgan Chase & Co $250587608 6230612 +537328 +9.44%
5 Northern Trust Corp $159894809 4005381 -563117 -12.33%
6 Ubs Group Ag $132263223 3313207 +3313207 NEW BUY
7 Morgan Stanley $132202012 3311671 -230332 -6.50%
8 Goldman Sachs Group Inc $113292690 2837993 +164198 +6.14%
9 Bank Of New York Mellon Corp $89660429 2246003 +26059 +1.17%
10 Bank Of America Corp /De/ $56374054 1412176 +234588 +19.92%
11 Prudential Financial Inc $47861245 1198929 -1310584 -52.22%
12 Ameriprise Financial Inc $46275468 1159201 +1159201 NEW BUY
13 Citigroup Inc $26914663 674215 -30957 -4.39%
14 Bank Of Montreal /Can/ $24886567 623411 -29957 -4.59%
15 Sei Investments Co $24744205 619837 -361960 -36.87%
16 Barclays Plc $24255193 607595 -409826 -40.28%
17 Raymond James Financial Inc $21766990 545265 +116342 +27.12%
18 Principal Financial Group Inc $19602636 491048 +54334 +12.44%
19 Royal Bank Of Canada $8600000 215430 -117001 -35.20%
20 Wells Fargo & Company/Mn $4802088 120293 -15258 -11.26%
21 Toronto Dominion Bank $3735714 93580 -37614 -28.67%
22 Janus Henderson Group Plc $2844104 84170 +84170 NEW BUY
23 Bank Of Nova Scotia $1560273 39085 -57959 -59.72%
24 Atlantic Union Bankshares Corp $1511611 37866 +19047 +101.21%
25 M&T Bank Corp $1455276 36454 +13 +0.04%
26 Jefferies Financial Group Inc. $1404426 35181 +35181 NEW BUY
27 Franklin Resources Inc $1149841 28804 -6188 -17.68%
28 Pnc Financial Services Group, Inc. $1145465 28694 +241 +0.85%
29 Nomura Holdings Inc $1081992 27104 +11214 +70.57%
30 Fifth Third Bancorp $747023 18713 -3006 -13.84%
31 Allstate Corp $727981 18236 -25234 -58.05%
32 Cohen & Steers, Inc. $615502 15418373 -5346925 -25.75%
33 Stifel Financial Corp $339370 8501 +8501 NEW BUY
34 Banco Bilbao Vizcaya Argentaria, S.A. $256636 6427 -2606 -28.85%
35 Alti Global, Inc. $228143 5715 +5715 NEW BUY
36 Us Bancorp \De\ $132934 3330 -113 -3.28%
37 Federated Hermes, Inc. $49341 1236 +1236 NEW BUY
38 Zions Bancorporation, National Association /Ut/ $12056 302 +302 NEW BUY
39 Honeywell International Inc $4318 96190 -14295 -12.94%
40 Amalgamated Financial Corp. $4311 75141 +75141 NEW BUY
41 Southstate Bank Corp $2955 74 +74 NEW BUY
42 Wealthfront Corp $775 19164 -8255 -30.11%
43 Sun Life Financial Inc $188 4708 +1493 +46.44%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.