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UDR in the 13F filings

Udr Inc · CUSIP 902653104

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 12 Feb 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 6 listed it in both
Shares listed
27,856,993
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 93 comparable managers: 7 buyers (opened or added shares) and 2 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Invesco Ltd11,772,125$451m0.11%Added+2,954,75013 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP7,350,723$281m0.05%Trimmed-1,134,77312 Feb 2024 (the filing on sec.gov)
Millennium Management LLC3,149,167$121m0.05%Added+868,43114 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,086,620$80m0.15%Newnew14 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,387,043$53munder 0.1%Trimmed-448,35414 Feb 2024 (the filing on sec.gov)
Soroban Capital Partners LP1,248,995$48m0.59%Newnew14 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP595,231$23munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP156,820$6.0munder 0.1%Added+15,88314 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP110,269$4.2munder 0.1%Added+19,30714 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UDR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$396mn.a.n.a.
Q3 20132$398mn.a.n.a.
Q4 20133$374mn.a.n.a.
Q1 20147$735mn.a.n.a.
Q2 20143$804mn.a.n.a.
Q3 20146$832mn.a.n.a.
Q4 20145$949mn.a.n.a.
Q1 20155$1.1bnn.a.n.a.
Q2 20156$860mn.a.n.a.
Q3 20155$951mn.a.n.a.
Q4 20154$970mn.a.n.a.
Q1 20167$1.2bnn.a.n.a.
Q2 201610$1.1bnn.a.n.a.
Q3 20165$998mn.a.n.a.
Q4 20164$980mn.a.n.a.
Q1 20174$937mn.a.n.a.
Q2 20176$1.0bnn.a.n.a.
Q3 20175$1.1bnn.a.n.a.
Q4 20177$1.2bnn.a.n.a.
Q1 20186$937mn.a.n.a.
Q2 20188$1.1bnn.a.n.a.
Q3 20185$1.1bnn.a.n.a.
Q4 20187$1.2bnn.a.n.a.
Q1 201911$1.5bnn.a.n.a.
Q2 20198$1.4bnn.a.n.a.
Q3 201910$1.5bnn.a.n.a.
Q4 201910$1.6bnn.a.n.a.
Q1 20207$1.3bnn.a.n.a.
Q2 202010$1.3bnn.a.n.a.
Q3 202014$967mn.a.n.a.
Q4 202010$1.1bnn.a.n.a.
Q1 202112$1.4bnn.a.n.a.
Q2 20215$1.3bnn.a.n.a.
Q3 20215$1.7bnn.a.n.a.
Q4 20217$2.0bnn.a.n.a.
Q1 202212$1.9bnn.a.n.a.
Q2 202211$1.5bnn.a.n.a.
Q3 202211$1.2bnn.a.n.a.
Q4 20229$1.1bnn.a.n.a.
Q1 20236$1.2bnn.a.n.a.
Q2 20239$1.6bnn.a.n.a.
Q3 20239$1.2bnn.a.n.a.
Q4 20239$1.1bn72
Q1 202411$1.3bn102
Q2 202411$857m67
Q3 202412$1.6bn84
Q4 20249$1.9bn55
Q1 202513$2.2bn95
Q2 202510$2.1bn73
Q3 202511$2.0bn74
Q4 20259$1.9bn1114
Q1 202610$1.8bn199
Q2 20268$2.0bn1814

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 →