UDR Inc (UDR) Ownership

43.08 ↑0.55 (1.29%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of UDR Inc (UDR), owning a total of 50.6 million shares. Combined, the top 31 institutional holders of UDR own 91.75% of the company with a total of 302.7 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders increased their combined ownership of UDR by 5.3 million shares. 8 institutions bought 9,462,145 total additional shares and increased their ownership by an average of 120.15%. However 10 institutions sold 4,133,465 total shares and decreased their ownership by an average of 6.92%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of UDR increased by a net total of 5,328,680 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.344%	0.164%	50,629,180	83,005	2024-09-30
Cohen & Steers Inc	9.266%	4.049%	30,575,035	1,189,718	2024-09-30
State Street Corp	6.297%	-0.021%	20,777,553	-4,418	2024-09-30
FMR Inc	3.455%	14.824%	11,401,026	1,471,855	2024-09-30
CenterSquare Investment Management LLC	2.817%	-14.537%	9,295,097	-1,581,001	2024-09-30
Capital Research Global Investors	2.412%	68.976%	7,958,452	3,248,646	2024-09-30
JPMorgan Chase & Co	2.356%	5.796%	7,774,541	425,911	2024-09-30
Geode Capital Management, LLC	2.335%	-0.362%	7,703,858	-27,983	2024-09-30
Daiwa Securities Group Inc	2.155%	2.297%	7,109,980	159,625	2024-09-30
Wellington Management Company LLP	2.150%	-0.553%	7,092,794	-39,458	2024-09-30
Dimensional Fund Advisors, Inc.	1.428%	-0.423%	4,712,433	-19,996	2024-09-30
Charles Schwab Investment Management Inc	1.295%	2.821%	4,272,032	117,213	2024-09-30
Amvescap Plc.	1.190%	-28.853%	3,925,309	-1,591,841	2024-09-30
Legal & General Group PLC	1.141%	-7.775%	3,765,086	-317,407	2024-09-30
Millennium Management LLC	1.035%	-2.419%	3,414,510	-84,640	2024-09-30
Northern Trust Corp	0.954%	-6.699%	3,147,942	-226,024	2024-09-30
UBS Asset Mgmt Americas Inc	0.936%	862.295%	3,086,964	2,766,172	2024-09-30
PGGM Investments	0.890%	-7.578%	2,935,470	-240,697	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.344%	0.164%	50,629,180	83,005	2024-09-30
BlackRock Inc	9.657%	-8.356%	31,864,162	-2,905,233	2024-06-30
Cohen & Steers Inc	9.266%	4.049%	30,575,035	1,189,718	2024-09-30
NORGES BANK	8.452%	0.221%	27,888,220	61,592	2024-06-30
State Street Corporation	6.444%	-5.601%	21,252,131	-1,260,927	2024-03-31
State Street Corp	6.297%	-0.021%	20,777,553	-4,418	2024-09-30
FMR Inc	3.455%	14.824%	11,401,026	1,471,855	2024-09-30
CenterSquare Investment Management LLC	2.817%	-14.537%	9,295,097	-1,581,001	2024-09-30
Capital Research Global Investors	2.412%	68.976%	7,958,452	3,248,646	2024-09-30
JPMorgan Chase & Co	2.356%	5.796%	7,774,541	425,911	2024-09-30
Geode Capital Management, LLC	2.335%	-0.362%	7,703,858	-27,983	2024-09-30
Daiwa Securities Group Inc	2.155%	2.297%	7,109,980	159,625	2024-09-30
Wellington Management Company LLP	2.150%	-0.553%	7,092,794	-39,458	2024-09-30
Morgan Stanley - Brokerage Accounts	1.627%	5.726%	5,367,658	290,724	2024-06-30
Dimensional Fund Advisors, Inc.	1.428%	-0.423%	4,712,433	-19,996	2024-09-30
Charles Schwab Investment Management Inc	1.295%	2.821%	4,272,032	117,213	2024-09-30
Amvescap Plc.	1.190%	-28.853%	3,925,309	-1,591,841	2024-09-30
Legal & General Group PLC	1.141%	-7.775%	3,765,086	-317,407	2024-09-30
Deutsche Bank AG	1.050%	-31.776%	3,456,586	-1,609,917	2023-12-31
Millennium Management LLC	1.035%	-2.419%	3,414,510	-84,640	2024-09-30
Balyasny Asset Management LLC	0.980%	54.919%	3,232,576	1,145,956	2024-03-31
Goldman Sachs Group Inc	0.956%	84.212%	3,148,536	1,439,346	2023-12-31
Northern Trust Corp	0.954%	-6.699%	3,147,942	-226,024	2024-09-30
UBS Asset Mgmt Americas Inc	0.936%	862.295%	3,086,964	2,766,172	2024-09-30
Schroder Investment Management Group	0.920%	-0.182%	3,027,544	-5,528	2023-06-30
Canada Pension Plan Investment Board	0.904%	2.632%	2,982,797	76,500	2024-06-30
PGGM Investments	0.890%	-7.578%	2,935,470	-240,697	2024-09-30
Bank of America Corp	0.860%	30.997%	2,834,167	670,624	2023-03-31
Nuveen Asset Management, LLC	0.870%	8.365%	2,831,908	218,609	2022-06-30
AEW Capital Management LP	0.790%	0.251%	2,601,811	6,507	2023-12-31
Bank of New York Mellon Corp	0.788%	-3.496%	2,590,427	-93,830	2023-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of UDR Inc (UDR), owning a total of 12.1 million shares. Combined, the top 36 mutual fund holders of UDR own 44.46% of the company with a total of 146.5 million shares.

In the latest ownership report on November 30th 2024, the top 36 fund holders increased their combined ownership of UDR by 78 thousand shares. 5 funds bought 196,192 total additional shares and increased their ownership by an average of 0.79%. However 2 funds sold 273,853 total shares and decreased their ownership by an average of 1.13%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding UDR decreased by a net total of -77,661 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.657%	-2.018%	12,067,904	-248,565	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.147%	-0.243%	10,382,240	-25,288	2024-11-30
Vanguard Institutional 500 Index Trust	2.445%	1.415%	8,065,934	112,535	2024-11-30
Vanguard Small Cap Index	1.261%	0.587%	4,161,691	24,300	2024-11-30
SPDR® S&P 500® ETF Trust	1.125%	0.595%	3,710,696	21,948	2024-11-30
Vanguard Mid Cap Index Institutional	1.066%	0.523%	3,517,252	18,284	2024-11-30
iShares Core S&P 500 ETF	1.028%	0.000%	3,392,892	0	2024-11-30
Vanguard Small Cap Growth Index Inv	0.694%	0.842%	2,289,428	19,125	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.657%	-2.018%	12,067,904	-248,565	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.147%	-0.243%	10,382,240	-25,288	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.095%	2.965%	10,181,577	293,171	2023-03-31
Vanguard Institutional 500 Index Trust	2.445%	1.415%	8,065,934	112,535	2024-11-30
Vanguard 500 Index Investor	2.260%	0.492%	7,445,547	36,463	2023-08-31
AMOne Shinko US-REIT Open	1.647%	127.989%	5,433,839	3,050,459	2024-03-05
Daiwa US-REIT Open Mother Fund	1.558%	32.309%	5,140,213	1,255,207	2024-03-18
Fidelity US REIT Mother Fund	1.533%	-18.018%	5,058,549	-1,111,800	2024-03-15
Cohen & Steers Real Estate Securities A	1.265%	0.000%	4,172,763	0	2024-09-30
Cohen & Steers Real Estate Opportunities	1.265%	0.000%	4,172,763	0	2024-09-30
Vanguard Small Cap Index	1.261%	0.587%	4,161,691	24,300	2024-11-30
Vanguard Windsor Investor Shares	1.261%	-3.134%	4,161,408	-134,622	2024-09-30
American Funds Income Fund of Amer A	1.211%	19.712%	3,996,282	658,039	2024-09-30
SPDR® S&P 500® ETF Trust	1.125%	0.595%	3,710,696	21,948	2024-11-30
Fidelity 500 Index	1.116%	-0.165%	3,683,575	-6,069	2024-10-31
SPDR® S&P 500 ETF Trust	1.102%	0.700%	3,627,645	25,200	2024-05-30
Fidelity® 500 Index	1.074%	0.641%	3,532,226	22,483	2023-11-30
Vanguard Mid Cap Index Institutional	1.066%	0.523%	3,517,252	18,284	2024-11-30
Cohen & Steers Instl Realty Shares	1.058%	0.000%	3,489,372	0	2024-09-30
iShares Core S&P 500 ETF	1.028%	0.000%	3,392,892	0	2024-11-30
Cohen & Steers Realty Shares L	0.975%	7.613%	3,215,786	227,503	2024-09-30
Invesco S&P 500® Equal Weight ETF	0.884%	0.140%	2,916,486	4,070	2024-11-29
Fidelity Real Estate Investment Port	0.845%	8.154%	2,788,241	210,200	2024-10-31
Vanguard Value Index Inv	0.835%	0.344%	2,749,883	9,438	2024-02-29
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.759%	0.000%	2,501,716	0	2024-08-31
Vanguard Mid-Cap Value ETF	0.738%	-2.780%	2,428,859	-69,440	2024-02-29
Fidelity® Real Estate Investment Port	0.710%	-12.700%	2,333,841	-339,500	2023-11-30
SPDR® Portfolio S&P 500 High Div ETF	0.699%	0.000%	2,302,743	0	2024-04-30
Vanguard Small Cap Growth Index Inv	0.694%	0.842%	2,289,428	19,125	2024-11-30
American Funds Capital Income Bldr A	0.631%	55.040%	2,082,192	739,189	2024-09-30
Vanguard Institutional Index I	0.614%	-0.335%	2,020,360	-6,798	2023-11-30
Invesco S&P 500® Low Volatility ETF	0.608%	-0.061%	1,979,742	-1,210	2022-10-31
DFA Real Estate Securities I	0.599%	-1.232%	1,973,137	-24,607	2023-07-31
Vanguard Real Estate II Index	0.595%	-2.172%	1,961,256	-43,540	2023-06-30
UWS Schroder Global Prpty Sec B	0.571%	-13.677%	1,879,697	-297,824	2023-03-31
Real Estate Select Sector SPDR®	0.529%	0.000%	1,721,635	0	2022-12-30