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Free · no sign-up · Q2 2026

Which funds own UDR

Udr Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $1.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
4
at least, of 91 current
Combined value
$1.1bn
as reported
Opened
1
new this quarter
Added to
1
already held
Trimmed or sold out
3
1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Capital Research Global Investors
Long-only · $717bn book
$1.0bn0.1%25,567,641+$155m-59,068Trimmed
Woodline Partners LP
Long/short equity · $32.4bn book
$48m0.1%1,201,802-$14m-639,718Trimmed
Hudson Bay Capital Management LP
Multi-strategy · $36.8bn book
$47m0.1%1,180,557+$21m+391,376Added
Winton Group Ltd
Quantitative · $3.1bn book
$5.1m0.2%128,301opened128,301New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 8 of the 95 managers whose filings are on file listed UDR in Q2 2026, against 2 in Q2 2013. 2 managers fewer than in Q1 2026: 2 started positions; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
0714Q2 2013: 2Q3 2013: 2Q4 2013: 3Q1 2014: 714Q2 2014: 3Q3 2014: 6Q4 2014: 5Q1 2015: 515Q2 2015: 6Q3 2015: 5Q4 2015: 4Q1 2016: 716Q2 2016: 10Q3 2016: 5Q4 2016: 4Q1 2017: 417Q2 2017: 6Q3 2017: 5Q4 2017: 7Q1 2018: 618Q2 2018: 8Q3 2018: 5Q4 2018: 7Q1 2019: 1119Q2 2019: 8Q3 2019: 10Q4 2019: 10Q1 2020: 720Q2 2020: 10Q3 2020: 14Q4 2020: 10Q1 2021: 1221Q2 2021: 5Q3 2021: 5Q4 2021: 7Q1 2022: 1222Q2 2022: 11Q3 2022: 11Q4 2022: 9Q1 2023: 623Q2 2023: 9Q3 2023: 9Q4 2023: 9Q1 2024: 1124Q2 2024: 11Q3 2024: 12Q4 2024: 9Q1 2025: 1325Q2 2025: 10Q3 2025: 11Q4 2025: 9Q1 2026: 1026Q2 2026: 8
  • Q2 2013: 2
  • Q3 2013: 2
  • Q4 2013: 3
  • Q1 2014: 7
  • Q2 2014: 3
  • Q3 2014: 6
  • Q4 2014: 5
  • Q1 2015: 5
  • Q2 2015: 6
  • Q3 2015: 5
  • Q4 2015: 4
  • Q1 2016: 7
  • Q2 2016: 10
  • Q3 2016: 5
  • Q4 2016: 4
  • Q1 2017: 4
  • Q2 2017: 6
  • Q3 2017: 5
  • Q4 2017: 7
  • Q1 2018: 6
  • Q2 2018: 8
  • Q3 2018: 5
  • Q4 2018: 7
  • Q1 2019: 11
  • Q2 2019: 8
  • Q3 2019: 10
  • Q4 2019: 10
  • Q1 2020: 7
  • Q2 2020: 10
  • Q3 2020: 14
  • Q4 2020: 10
  • Q1 2021: 12
  • Q2 2021: 5
  • Q3 2021: 5
  • Q4 2021: 7
  • Q1 2022: 12
  • Q2 2022: 11
  • Q3 2022: 11
  • Q4 2022: 9
  • Q1 2023: 6
  • Q2 2023: 9
  • Q3 2023: 9
  • Q4 2023: 9
  • Q1 2024: 11
  • Q2 2024: 11
  • Q3 2024: 12
  • Q4 2024: 9
  • Q1 2025: 13
  • Q2 2025: 10
  • Q3 2025: 11
  • Q4 2025: 9
  • Q1 2026: 10
  • Q2 2026: 8
Their combined reported value
$0$1bn$2bnQ2 2013: $396mQ3 2013: $398mQ4 2013: $374mQ1 2014: $735m14Q2 2014: $804mQ3 2014: $832mQ4 2014: $949mQ1 2015: $1.1bn15Q2 2015: $860mQ3 2015: $951mQ4 2015: $970mQ1 2016: $1.2bn16Q2 2016: $1.1bnQ3 2016: $998mQ4 2016: $980mQ1 2017: $937m17Q2 2017: $1.0bnQ3 2017: $1.1bnQ4 2017: $1.2bnQ1 2018: $937m18Q2 2018: $1.1bnQ3 2018: $1.1bnQ4 2018: $1.2bnQ1 2019: $1.5bn19Q2 2019: $1.4bnQ3 2019: $1.5bnQ4 2019: $1.6bnQ1 2020: $1.3bn20Q2 2020: $1.3bnQ3 2020: $967mQ4 2020: $1.1bnQ1 2021: $1.4bn21Q2 2021: $1.3bnQ3 2021: $1.7bnQ4 2021: $2.0bnQ1 2022: $1.9bn22Q2 2022: $1.5bnQ3 2022: $1.2bnQ4 2022: $1.1bnQ1 2023: $1.2bn23Q2 2023: $1.6bnQ3 2023: $1.2bnQ4 2023: $1.1bnQ1 2024: $1.3bn24Q2 2024: $857mQ3 2024: $1.6bnQ4 2024: $1.9bnQ1 2025: $2.2bn25Q2 2025: $2.1bnQ3 2025: $2.0bnQ4 2025: $1.9bnQ1 2026: $1.8bn26Q2 2026: $2.0bn
  • Q2 2013: $396m
  • Q3 2013: $398m
  • Q4 2013: $374m
  • Q1 2014: $735m
  • Q2 2014: $804m
  • Q3 2014: $832m
  • Q4 2014: $949m
  • Q1 2015: $1.1bn
  • Q2 2015: $860m
  • Q3 2015: $951m
  • Q4 2015: $970m
  • Q1 2016: $1.2bn
  • Q2 2016: $1.1bn
  • Q3 2016: $998m
  • Q4 2016: $980m
  • Q1 2017: $937m
  • Q2 2017: $1.0bn
  • Q3 2017: $1.1bn
  • Q4 2017: $1.2bn
  • Q1 2018: $937m
  • Q2 2018: $1.1bn
  • Q3 2018: $1.1bn
  • Q4 2018: $1.2bn
  • Q1 2019: $1.5bn
  • Q2 2019: $1.4bn
  • Q3 2019: $1.5bn
  • Q4 2019: $1.6bn
  • Q1 2020: $1.3bn
  • Q2 2020: $1.3bn
  • Q3 2020: $967m
  • Q4 2020: $1.1bn
  • Q1 2021: $1.4bn
  • Q2 2021: $1.3bn
  • Q3 2021: $1.7bn
  • Q4 2021: $2.0bn
  • Q1 2022: $1.9bn
  • Q2 2022: $1.5bn
  • Q3 2022: $1.2bn
  • Q4 2022: $1.1bn
  • Q1 2023: $1.2bn
  • Q2 2023: $1.6bn
  • Q3 2023: $1.2bn
  • Q4 2023: $1.1bn
  • Q1 2024: $1.3bn
  • Q2 2024: $857m
  • Q3 2024: $1.6bn
  • Q4 2024: $1.9bn
  • Q1 2025: $2.2bn
  • Q2 2025: $2.1bn
  • Q3 2025: $2.0bn
  • Q4 2025: $1.9bn
  • Q1 2026: $1.8bn
  • Q2 2026: $2.0bn

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Largest increases, by shares

Largest decreases, by shares

ManagerValue over timeFirst listedLargestQ2 2026
Capital Research Global InvestorsQ1 2024$1.0bn$1.0bn
Invesco LtdQ2 2013$725m$553m
Wellington Management Group LLPQ2 2023$390m$218m
Balyasny Asset Management LLCQ2 2016$121m$77m
Woodline Partners LPQ3 2024$65m$48m
Hudson Bay Capital Management LPQ2 2024$47m$47m
Schonfeld Strategic Advisors LLCQ2 2016$17m$17m
Winton Group LtdQ3 2015$15m$5.1m
Fidelity (FMR LLC)Q1 2014$967mlast listed Q4 2025
Renaissance Technologies LLCQ3 2015$471mlast listed Q1 2026
Capital World InvestorsQ3 2021$382mlast listed Q1 2022
Millennium Management LLCQ1 2016$155mlast listed Q4 2024
Janus Henderson Group LtdQ2 2013$137mlast listed Q3 2025
AllianceBernstein LPQ1 2021$87mlast listed Q3 2022
Marshall Wace LLPQ2 2015$61mlast listed Q2 2024
Soroban Capital Partners LPQ4 2023$48mlast listed Q4 2023
Neuberger Berman Group LLCQ3 2022$41mlast listed Q1 2025
Two Sigma Investments LPQ1 2014$32mlast listed Q3 2020

What UDR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around UDR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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