- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 8 listed it in both
- Shares listed
- 44,504,300
- combined, among listed positions
- Reported value
- $1.9bn
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing UDR in Q4 2024
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 13,060,120 | $567m | 0.12% | Added | +5,101,668 | 13 Feb 2025 (the filing on sec.gov) |
| Fidelity (FMR LLC) | 12,592,458 | $547m | under 0.1% | Added | +1,191,432 | 5 Nov 2026 (the filing on sec.gov) |
| Invesco Ltd | 7,535,234 | $327m | 0.06% | Added | n.a. | 13 Feb 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 6,926,145 | $301m | 0.06% | Trimmed | -166,649 | 12 Feb 2025 (the filing on sec.gov) |
| Millennium Management LLC | 1,979,029 | $86m | under 0.1% | Trimmed | -1,435,481 | 14 Feb 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 1,435,540 | $62m | under 0.1% | Trimmed | -109,256 | 14 Feb 2025 (the filing on sec.gov) |
| Woodline Partners LP | 520,519 | $23m | 0.15% | Added | +37,219 | 14 Feb 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 338,378 | $15m | 0.06% | Trimmed | -309,870 | 14 Feb 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 116,877 | $5.1m | under 0.1% | Added | +7,420 | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 13,060,120 shares now+5,101,668
- Fidelity (FMR LLC)existing position · 12,592,458 shares now+1,191,432
- Woodline Partners LPexisting position · 520,519 shares now+37,219
- Holocene Advisors LPexisting position · 116,877 shares now+7,420
Reductions
- Millennium Management LLCexisting position · 1,979,029 shares now-1,435,481
- Tudor Investment Corpexisting position · 338,378 shares now-309,870
- Wellington Management Group LLPexisting position · 6,926,145 shares now-166,649
- Janus Henderson Group Ltdexisting position · 1,435,540 shares now-109,256
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Hudson Bay Capital Management LPwas $21m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 2 | $396m | n.a. | n.a. |
| Q3 2013 | 2 | $398m | n.a. | n.a. |
| Q4 2013 | 3 | $374m | n.a. | n.a. |
| Q1 2014 | 7 | $735m | n.a. | n.a. |
| Q2 2014 | 3 | $804m | n.a. | n.a. |
| Q3 2014 | 6 | $832m | n.a. | n.a. |
| Q4 2014 | 5 | $949m | n.a. | n.a. |
| Q1 2015 | 5 | $1.1bn | n.a. | n.a. |
| Q2 2015 | 6 | $860m | n.a. | n.a. |
| Q3 2015 | 5 | $951m | n.a. | n.a. |
| Q4 2015 | 4 | $970m | n.a. | n.a. |
| Q1 2016 | 7 | $1.2bn | n.a. | n.a. |
| Q2 2016 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 5 | $998m | n.a. | n.a. |
| Q4 2016 | 4 | $980m | n.a. | n.a. |
| Q1 2017 | 4 | $937m | n.a. | n.a. |
| Q2 2017 | 6 | $1.0bn | n.a. | n.a. |
| Q3 2017 | 5 | $1.1bn | n.a. | n.a. |
| Q4 2017 | 7 | $1.2bn | n.a. | n.a. |
| Q1 2018 | 6 | $937m | n.a. | n.a. |
| Q2 2018 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2018 | 5 | $1.1bn | n.a. | n.a. |
| Q4 2018 | 7 | $1.2bn | n.a. | n.a. |
| Q1 2019 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2019 | 8 | $1.4bn | n.a. | n.a. |
| Q3 2019 | 10 | $1.5bn | n.a. | n.a. |
| Q4 2019 | 10 | $1.6bn | n.a. | n.a. |
| Q1 2020 | 7 | $1.3bn | n.a. | n.a. |
| Q2 2020 | 10 | $1.3bn | n.a. | n.a. |
| Q3 2020 | 14 | $967m | n.a. | n.a. |
| Q4 2020 | 10 | $1.1bn | n.a. | n.a. |
| Q1 2021 | 12 | $1.4bn | n.a. | n.a. |
| Q2 2021 | 5 | $1.3bn | n.a. | n.a. |
| Q3 2021 | 5 | $1.7bn | n.a. | n.a. |
| Q4 2021 | 7 | $2.0bn | n.a. | n.a. |
| Q1 2022 | 12 | $1.9bn | n.a. | n.a. |
| Q2 2022 | 11 | $1.5bn | n.a. | n.a. |
| Q3 2022 | 11 | $1.2bn | n.a. | n.a. |
| Q4 2022 | 9 | $1.1bn | n.a. | n.a. |
| Q1 2023 | 6 | $1.2bn | n.a. | n.a. |
| Q2 2023 | 9 | $1.6bn | n.a. | n.a. |
| Q3 2023 | 9 | $1.2bn | n.a. | n.a. |
| Q4 2023 | 9 | $1.1bn | 7 | 2 |
| Q1 2024 | 11 | $1.3bn | 10 | 2 |
| Q2 2024 | 11 | $857m | 6 | 7 |
| Q3 2024 | 12 | $1.6bn | 8 | 4 |
| Q4 2024 | 9 | $1.9bn | 5 | 5 |
| Q1 2025 | 13 | $2.2bn | 9 | 5 |
| Q2 2025 | 10 | $2.1bn | 7 | 3 |
| Q3 2025 | 11 | $2.0bn | 7 | 4 |
| Q4 2025 | 9 | $1.9bn | 11 | 14 |
| Q1 2026 | 10 | $1.8bn | 19 | 9 |
| Q2 2026 | 8 | $2.0bn | 18 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
UDR and WELL →UDR and EQIX →UDR and PLD →Choose a stock to compare with UDR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own UDR, latest filings →Back to the 13F Explorer →