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UDR (UDR) 13F Filers

Our 13F filers database contains 454 UDR (UDR) 13F filers, which are presented in the table below. The first column presents the 13F filer name for each of the 13F filers holding UDR, with the 13F filer's name hyperlinked to a page presenting that 13F filer's top holdings overall. Moving to the right, the next columns in the UDR 13F filers table present the amount of UDR stock held by that 13F filer followed by the size of the UDR position held by the 13F filer. Lastly, the date is shown for the quarterly 13F filing period used. Among the UDR 13F filers over the last two periods, the largest 13F position size was reported by Vanguard Group Inc..

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.50,829,739$1,946,271 12/31/2023
     UDR50,829,739$1,946,271 12/31/2023
BlackRock Inc.34,676,247$1,327,753 12/31/2023
     UDR34,676,247$1,327,753 12/31/2023
Norges Bank27,826,628$1,065,482 12/31/2023
     UDR27,826,628$1,065,482 12/31/2023
Cohen & Steers Inc.26,775,574$1,025,351 12/31/2023
     UDR26,775,574$1,025,351 12/31/2023
State Street Corp22,513,058$862,025 12/31/2023
     UDR22,513,058$862,025 12/31/2023
Invesco Ltd.11,772,125$450,755 12/31/2023
     UDR11,772,125$450,755 12/31/2023
FMR LLC9,547,378$365,569 12/31/2023
     UDR9,547,378$365,569 12/31/2023
Centersquare Investment Management LLC8,117,175$310,807 12/31/2023
     UDR8,117,175$310,807 12/31/2023
Wellington Management Group LLP7,350,723$281,459 12/31/2023
     UDR7,350,723$281,459 12/31/2023
Geode Capital Management LLC7,339,533$280,346 12/31/2023
     UDR7,339,533$280,346 12/31/2023
Daiwa Securities Group Inc.6,108,077$233,878 12/31/2023
     UDR6,108,077$233,878 12/31/2023
JPMorgan Chase & Co.5,546,460$212,374 12/31/2023
     UDR5,546,460$212,374 12/31/2023
Legal & General Group Plc4,695,063$179,774 12/31/2023
     UDR4,695,063$179,774 12/31/2023
Dimensional Fund Advisors LP4,574,786$175,172 12/31/2023
     UDR4,574,786$175,172 12/31/2023
Charles Schwab Investment Management Inc.4,128,230$158,070 12/31/2023
     UDR4,128,230$158,070 12/31/2023
Northern Trust Corp3,578,665$137,027 12/31/2023
     UDR3,578,665$137,027 12/31/2023
Deutsche Bank AG3,456,586$132,353 12/31/2023
     UDR3,456,586$132,353 12/31/2023
Millennium Management LLC3,149,167$120,582 12/31/2023
     UDR3,149,167$120,582 12/31/2023
UBS Asset Management Americas Inc.2,836,833$108,622 12/31/2023
     UDR2,836,833$108,622 12/31/2023
Canada Pension Plan Investment Board2,830,297$108,372 12/31/2023
     UDR2,830,297$108,372 12/31/2023
Bank of New York Mellon Corp2,651,670$101,532 12/31/2023
     UDR2,651,670$101,532 12/31/2023
Morgan Stanley2,640,127$101,091 12/31/2023
     UDR2,640,127$101,091 12/31/2023
Aew Capital Management L P2,601,811$99,623 12/31/2023
     UDR2,601,811$99,623 12/31/2023
PGGM Investments2,324,664$89,011 12/31/2023
     UDR2,324,664$89,011 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.2,342,825$87,645 03/31/2024
     UDR2,342,825$87,645 03/31/2024
Russell Investments Group Ltd.2,169,225$83,182 12/31/2023
     UDR2,169,225$83,182 12/31/2023
Balyasny Asset Management LLC2,086,620$79,897 12/31/2023
     UDR2,086,620$79,897 12/31/2023
Duff & Phelps Investment Management Co.1,761,750$67,457 12/31/2023
     UDR1,761,750$67,457 12/31/2023
Heitman Real Estate Securities LLC1,591,847$60,952 12/31/2023
     UDR1,591,847$60,952 12/31/2023
Schroder Investment Management Group1,581,379$60,551 12/31/2023
     UDR1,581,379$60,551 12/31/2023
Goldman Sachs Group Inc.1,574,268$60,279 12/31/2023
     UDR1,574,268$60,279 12/31/2023
Diamond Hill Capital Management Inc.1,569,086$60,080 12/31/2023
     UDR1,569,086$60,080 12/31/2023
Bank of America Corp DE1,427,943$54,676 12/31/2023
     UDR1,427,943$54,676 12/31/2023
Janus Henderson Group PLC1,387,043$53,103 12/31/2023
     UDR1,387,043$53,103 12/31/2023
Sei Investments Co.1,352,313$51,780 12/31/2023
     UDR1,352,313$51,780 12/31/2023
Alliancebernstein L.P.1,334,092$51,082 12/31/2023
     UDR1,334,092$51,082 12/31/2023
Soroban Capital Partners LP1,248,995$47,824 12/31/2023
     UDR1,248,995$47,824 12/31/2023
Nekton Capital Ltd.1,190,487$45,584 12/31/2023
     UDR1,190,487$45,584 12/31/2023
Prudential Financial Inc.1,139,900$43,380 12/31/2023
     UDR1,139,900$43,380 12/31/2023
Pictet Asset Management Holding SA1,056,465$40,452 12/31/2023
     UDR1,056,465$40,452 12/31/2023
Nuveen Asset Management LLC983,603$37,662 12/31/2023
     UDR983,603$37,662 12/31/2023
Swiss National Bank978,800$37,478 12/31/2023
     UDR978,800$37,478 12/31/2023
Waterfront Capital Partners LLC914,248$35,007 12/31/2023
     UDR914,248$35,007 12/31/2023
Ranger Global Real Estate Advisors LLC893,735$34,221 12/31/2023
     UDR893,735$34,221 12/31/2023
Brookfield Asset Management Inc.887,396$33,978 12/31/2023
     UDR887,396$33,978 12/31/2023
Lasalle Investment Management Securities LLC879,547$33,678 12/31/2023
     UDR879,547$33,678 12/31/2023
Hsbc Holdings PLC761,659$29,205 12/31/2023
     UDR761,659$29,205 12/31/2023
Utah Retirement Systems726,817$27,830 12/31/2023
     UDR726,817$27,830 12/31/2023
Barclays PLC680,550$26,059 12/31/2023
     UDR680,550$26,059 12/31/2023
Rhumbline Advisers662,240$25,357 12/31/2023
     UDR662,240$25,357 12/31/2023
Amundi610,258$23,269 12/31/2023
     UDR610,258$23,269 12/31/2023
Asset Management One Co. Ltd.589,660$22,861 12/31/2023
     UDR589,660$22,861 12/31/2023
California Public Employees Retirement System595,501$22,802 12/31/2023
     UDR595,501$22,802 12/31/2023
Marshall Wace LLP595,231$22,791 12/31/2023
     UDR595,231$22,791 12/31/2023
AXA S.A.584,169$22,368 12/31/2023
     UDR584,169$22,368 12/31/2023
State of Tennessee Treasury Department578,850$22,164 12/31/2023
     UDR578,850$22,164 12/31/2023
Public Employees Retirement System of Ohio572,006$21,902 12/31/2023
     UDR572,006$21,902 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund570,862$21,858 12/31/2023
     UDR570,862$21,858 12/31/2023
Allianz Asset Management GmbH547,992$20,983 12/31/2023
     UDR547,992$20,983 12/31/2023
Great West Life Assurance Co. Can540,332$20,624 12/31/2023
     UDR540,332$20,624 12/31/2023
Strs Ohio499,193$19,114 12/31/2023
     UDR499,193$19,114 12/31/2023
Credit Suisse AG492,120$18,843 12/31/2023
     UDR492,120$18,843 12/31/2023
State of New Jersey Common Pension Fund D484,331$18,545 12/31/2023
     UDR484,331$18,545 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.486,168$18,309 12/31/2023
     UDR486,168$18,309 12/31/2023
California State Teachers Retirement System477,638$18,289 12/31/2023
     UDR477,638$18,289 12/31/2023
Presima Inc.487,625$18,242 03/31/2024
     UDR487,625$18,242 03/31/2024
Qube Research & Technologies Ltd471,598$18,057 12/31/2023
     UDR471,598$18,057 12/31/2023
Gillson Capital LP467,986$17,919 12/31/2023
     UDR467,986$17,919 12/31/2023
BNP Paribas Arbitrage SA449,944$17,228 12/31/2023
     UDR449,944$17,228 12/31/2023
Bank of Montreal Can443,347$16,976 12/31/2023
     UDR443,347$16,976 12/31/2023
Royal Bank of Canada428,001$16,389 12/31/2023
     UDR428,001$16,389 12/31/2023
Nomura Asset Management Co. Ltd.421,051$16,122 12/31/2023
     UDR421,051$16,122 12/31/2023
Thrivent Financial for Lutherans419,271$16,054 12/31/2023
     UDR419,271$16,054 12/31/2023
Investure LLC411,910$15,772 12/31/2023
     UDR411,910$15,772 12/31/2023
Price T Rowe Associates Inc. MD409,537$15,682 12/31/2023
     UDR409,537$15,682 12/31/2023
Citigroup Inc.372,479$14,262 12/31/2023
     UDR372,479$14,262 12/31/2023
Ameriprise Financial Inc.369,507$14,204 12/31/2023
     UDR369,507$14,204 12/31/2023
Renaissance Technologies LLC366,998$14,052 12/31/2023
     UDR366,998$14,052 12/31/2023
Principal Financial Group Inc.358,026$13,709 12/31/2023
     UDR358,026$13,709 12/31/2023
State Board of Administration of Florida Retirement System356,602$13,654 12/31/2023
     UDR356,602$13,654 12/31/2023
Long Pond Capital LP318,160$12,182 12/31/2023
     UDR318,160$12,182 12/31/2023
New York State Teachers Retirement System308,639$11,818 12/31/2023
     UDR308,639$11,818 12/31/2023
Cercano Management LLC294,331$11,270 12/31/2023
     UDR294,331$11,270 12/31/2023
Franklin Resources Inc.262,959$10,069 12/31/2023
     UDR262,959$10,069 12/31/2023
Makena Capital Management LLC258,896$9,913 12/31/2023
     UDR258,896$9,913 12/31/2023
OMERS ADMINISTRATION Corp257,600$9,864 12/31/2023
     UDR257,600$9,864 12/31/2023
DekaBank Deutsche Girozentrale254,576$9,843 12/31/2023
     UDR254,576$9,843 12/31/2023
Retirement Systems of Alabama252,976$9,686 12/31/2023
     UDR252,976$9,686 12/31/2023
The Manufacturers Life Insurance Company 247,939$9,494 12/31/2023
     UDR247,939$9,494 12/31/2023
Macquarie Group Ltd.245,050$9,383 12/31/2023
     UDR245,050$9,383 12/31/2023
New York State Common Retirement Fund239,385$9,166 12/31/2023
     UDR239,385$9,166 12/31/2023
Employees Retirement System of Texas230,513$8,826 12/31/2023
     UDR230,513$8,826 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 229,937$8,804 12/31/2023
     UDR229,937$8,804 12/31/2023
Candriam Luxembourg S.C.A.227,412$8,708 12/31/2023
     UDR227,412$8,708 12/31/2023
B&I Capital AG227,220$8,700 12/31/2023
     UDR227,220$8,700 12/31/2023
State of Wisconsin Investment Board224,503$8,596 12/31/2023
     UDR224,503$8,596 12/31/2023
Davis Selected Advisers204,760$7,840 12/31/2023
     UDR204,760$7,840 12/31/2023
Standard Life Aberdeen plc203,983$7,811 12/31/2023
     UDR203,983$7,811 12/31/2023
Gateway Investment Advisers LLC205,133$7,674 03/31/2024
     UDR205,133$7,674 03/31/2024
AQR Capital Management LLC200,027$7,659 12/31/2023
     UDR200,027$7,659 12/31/2023
Natixis Advisors L.P.191,600$7,336 12/31/2023
     UDR191,600$7,336 12/31/2023
Handelsbanken Fonder AB188,791$7,229 12/31/2023
     UDR188,791$7,229 12/31/2023
State of Alaska Department of Revenue189,355$7,083 03/31/2024
     UDR189,355$7,083 03/31/2024
Korea Investment CORP180,173$6,899 12/31/2023
     UDR180,173$6,899 12/31/2023
Envestnet Asset Management Inc.178,101$6,820 12/31/2023
     UDR178,101$6,820 12/31/2023
Mitsubishi UFJ Trust & Banking Corp169,759$6,500 12/31/2023
     UDR169,759$6,500 12/31/2023
Chevy Chase Trust Holdings Inc.169,192$6,478 12/31/2023
     UDR169,192$6,478 12/31/2023
Guggenheim Capital LLC159,545$6,109 12/31/2023
     UDR159,545$6,109 12/31/2023
Nisa Investment Advisors LLC158,202$6,058 12/31/2023
     UDR158,202$6,058 12/31/2023
Calamos Advisors LLC157,434$6,028 12/31/2023
     UDR157,434$6,028 12/31/2023
ExodusPoint Capital Management LP156,820$6,005 12/31/2023
     UDR156,820$6,005 12/31/2023
Evoke Wealth LLC151,790$5,812 12/31/2023
     UDR151,790$5,812 12/31/2023
Treasurer of the State of North Carolina149,716$5,733 12/31/2023
     UDR149,716$5,733 12/31/2023
Capital Fund Management S.A.148,476$5,685 12/31/2023
     UDR148,476$5,685 12/31/2023
Cibc World Markets Corp140,103$5,365 12/31/2023
     UDR140,103$5,365 12/31/2023
Royal London Asset Management Ltd.136,565$5,229 12/31/2023
     UDR136,565$5,229 12/31/2023
Susquehanna International Group LLP $5,099 12/31/2023
     UDR112,287$4,299 12/31/2023
     Call49,000$1,876 12/31/2023
     Put28,100$1,076 12/31/2023
EMG Holdings L.P.130,000$4,978 12/31/2023
     UDR130,000$4,978 12/31/2023
Van ECK Associates Corp128,798$4,932 12/31/2023
     UDR128,798$4,932 12/31/2023
Vert Asset Management LLC129,935$4,861 03/31/2024
     UDR129,935$4,861 03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS125,911$4,821 12/31/2023
     UDR125,911$4,821 12/31/2023
Toronto Dominion Bank125,343$4,799 12/31/2023
     UDR125,343$4,799 12/31/2023
Pacific Heights Asset Management LLC125,000$4,786 12/31/2023
     UDR125,000$4,786 12/31/2023
Skandinaviska Enskilda Banken AB publ 123,573$4,732 12/31/2023
     UDR123,573$4,732 12/31/2023
Oversea Chinese Banking CORP Ltd120,273$4,605 12/31/2023
     UDR120,273$4,605 12/31/2023
HGI Capital Management LLC117,992$4,518 12/31/2023
     UDR117,992$4,518 12/31/2023
Lincluden Management Ltd.117,770$4,509 12/31/2023
     UDR117,770$4,509 12/31/2023
Teacher Retirement System of Texas112,273$4,299 12/31/2023
     UDR112,273$4,299 12/31/2023
Holocene Advisors LP110,269$4,222 12/31/2023
     UDR110,269$4,222 12/31/2023
Voya Investment Management LLC108,222$4,144 12/31/2023
     UDR108,222$4,144 12/31/2023
USS Investment Management Ltd106,410$4,073 12/31/2023
     UDR106,410$4,073 12/31/2023
Evergreen Capital Management LLC105,423$4,037 12/31/2023
     UDR105,423$4,037 12/31/2023
Cerity Partners LLC102,605$3,929 12/31/2023
     UDR102,605$3,929 12/31/2023
Connor Clark & Lunn Investment Management Ltd.101,482$3,886 12/31/2023
     UDR101,482$3,886 12/31/2023
Liberty Mutual Group Asset Management Inc.101,455$3,885 12/31/2023
     UDR101,455$3,885 12/31/2023
TD Asset Management Inc.100,824$3,861 12/31/2023
     UDR100,824$3,861 12/31/2023
Victory Capital Management Inc.100,750$3,858 12/31/2023
     UDR100,750$3,858 12/31/2023
FIL Ltd100,706$3,856 12/31/2023
     UDR100,706$3,856 12/31/2023
Ensign Peak Advisors Inc100,364$3,843 12/31/2023
     UDR100,364$3,843 12/31/2023
UniSuper Management Pty Ltd97,878$3,748 12/31/2023
     UDR97,878$3,748 12/31/2023
Vestcor Inc95,416$3,653 12/31/2023
     UDR95,416$3,653 12/31/2023
Jefferies Financial Group Inc.94,582$3,622 12/31/2023
     UDR94,582$3,622 12/31/2023
New York Life Investment Management LLC94,167$3,606 12/31/2023
     UDR94,167$3,606 12/31/2023
American Century Companies Inc.91,994$3,522 12/31/2023
     UDR91,994$3,522 12/31/2023
LPL Financial LLC91,664$3,510 12/31/2023
     UDR91,664$3,510 12/31/2023
Manning & Napier Group LLC89,834$3,359 03/31/2024
     UDR89,834$3,359 03/31/2024
Arizona State Retirement System86,027$3,294 12/31/2023
     UDR86,027$3,294 12/31/2023
Putnam Investments LLC85,645$3,279 12/31/2023
     UDR85,645$3,279 12/31/2023
Raymond James & Associates82,281$3,151 12/31/2023
     UDR82,281$3,151 12/31/2023
Mirae Asset Global Investments Co. Ltd.81,679$3,127 12/31/2023
     UDR81,679$3,127 12/31/2023
State of Michigan Retirement System82,945$3,103 03/31/2024
     UDR82,945$3,103 03/31/2024
Sumitomo Mitsui DS Asset Management Company Ltd80,745$3,092 12/31/2023
     UDR80,745$3,092 12/31/2023
ProShare Advisors LLC80,598$3,086 12/31/2023
     UDR80,598$3,086 12/31/2023
American International Group Inc.79,722$3,053 12/31/2023
     UDR79,722$3,053 12/31/2023
Fjarde AP Fonden Fourth Swedish National Pension Fund78,931$3,022 12/31/2023
     UDR78,931$3,022 12/31/2023
Dover Advisors LLC77,212$2,956 12/31/2023
     UDR77,212$2,956 12/31/2023
Tredje AP fonden77,081$2,951 12/31/2023
     UDR77,081$2,951 12/31/2023
Amalgamated Bank75,880$2,905 12/31/2023
     UDR75,880$2,905 12/31/2023
Castellan Group LLC75,086$2,875 12/31/2023
     UDR75,086$2,875 12/31/2023
MetLife Investment Management LLC74,709$2,861 12/31/2023
     UDR74,709$2,861 12/31/2023
Ilmarinen Mutual Pension Insurance Co74,000$2,833 12/31/2023
     UDR74,000$2,833 12/31/2023
Aurora Investment Managers LLC.74,638$2,792 03/31/2024
     UDR74,638$2,792 03/31/2024
Nissay Asset Management Corp Japan ADV72,366$2,771 12/31/2023
     UDR72,366$2,771 12/31/2023
National Bank of Canada FI70,710$2,732 12/31/2023
     UDR70,710$2,732 12/31/2023
Jane Street Group LLC $2,725 12/31/2023
     UDR59,169$2,266 12/31/2023
     Call12,000$459 12/31/2023
Pensionfund DSM Netherlands72,605$2,716 03/31/2024
     UDR72,605$2,716 03/31/2024
ING Groep NV70,729$2,708 12/31/2023
     UDR70,729$2,708 12/31/2023
SG Americas Securities LLC70,685$2,707 12/31/2023
     UDR70,685$2,707 12/31/2023
Truist Financial Corp67,895$2,600 12/31/2023
     UDR67,895$2,600 12/31/2023
Schonfeld Strategic Advisors LLC67,786$2,596 12/31/2023
     UDR67,786$2,596 12/31/2023
Forsta AP Fonden67,000$2,565 12/31/2023
     UDR67,000$2,565 12/31/2023
Wells Fargo & Company MN66,398$2,542 12/31/2023
     UDR66,398$2,542 12/31/2023
IFM Investors Pty Ltd66,266$2,537 12/31/2023
     UDR66,266$2,537 12/31/2023
Vident Advisory LLC64,955$2,487 12/31/2023
     UDR64,955$2,487 12/31/2023
Texas Permanent School Fund60,751$2,326 12/31/2023
     UDR60,751$2,326 12/31/2023
Ieq Capital LLC58,714$2,248 12/31/2023
     UDR58,714$2,248 12/31/2023
Nomura Holdings Inc.53,726$2,057 12/31/2023
     UDR53,726$2,057 12/31/2023
Yousif Capital Management LLC53,249$2,039 12/31/2023
     UDR53,249$2,039 12/31/2023
Zimmer Partners LP53,000$2,029 12/31/2023
     UDR53,000$2,029 12/31/2023
Czech National Bank53,245$1,992 03/31/2024
     UDR53,245$1,992 03/31/2024
Commonwealth Equity Services LLC51,645$1,977 12/31/2023
     UDR51,645$1,977 12/31/2023
GYL Financial Synergies LLC49,868$1,909 12/31/2023
     UDR49,868$1,909 12/31/2023
CPA Asset Management LLC49,865$1,909 12/31/2023
     UDR49,865$1,909 12/31/2023
Perpetual Ltd50,460$1,888 03/31/2024
     UDR50,460$1,888 03/31/2024
Allstate Corp48,450$1,855 12/31/2023
     UDR48,450$1,855 12/31/2023
BNP PARIBAS ASSET MANAGEMENT Holding S.A.47,374$1,814 12/31/2023
     UDR47,374$1,814 12/31/2023
Pictet & Cie Europe SA47,216$1,808 12/31/2023
     UDR47,216$1,808 12/31/2023
D. E. Shaw & Co. Inc.47,198$1,807 12/31/2023
     UDR47,198$1,807 12/31/2023
KBC Group NV46,498$1,780 12/31/2023
     UDR46,498$1,780 12/31/2023
iA Global Asset Management Inc.44,075$1,688 12/31/2023
     UDR44,075$1,688 12/31/2023
Tower Research Capital LLC TRC 43,001$1,647 12/31/2023
     UDR43,001$1,647 12/31/2023
DNB Asset Management AS43,853$1,641 03/31/2024
     UDR43,853$1,641 03/31/2024
Spirit of America Management Corp NY43,600$1,631 03/31/2024
     UDR43,600$1,631 03/31/2024
Xponance Inc.42,562$1,630 12/31/2023
     UDR42,562$1,630 12/31/2023
CIBC Asset Management Inc42,508$1,628 12/31/2023
     UDR42,508$1,628 12/31/2023
CWM Advisors LLC42,111$1,612 12/31/2023
     UDR42,111$1,612 12/31/2023
M&T Bank Corp41,401$1,586 12/31/2023
     UDR41,401$1,586 12/31/2023
Rafferty Asset Management LLC40,583$1,554 12/31/2023
     UDR40,583$1,554 12/31/2023
Mutual of America Capital Management LLC40,491$1,550 12/31/2023
     UDR40,491$1,550 12/31/2023
Bank of Nova Scotia38,255$1,465 12/31/2023
     UDR38,255$1,465 12/31/2023
Prudential PLC36,574$1,400 12/31/2023
     UDR36,574$1,400 12/31/2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,036$1,380 12/31/2023
     UDR36,036$1,380 12/31/2023
Public Sector Pension Investment Board36,008$1,379 12/31/2023
     UDR36,008$1,379 12/31/2023
Brookstone Capital Management36,640$1,371 03/31/2024
     UDR36,640$1,371 03/31/2024
First Trust Advisors LP35,093$1,344 12/31/2023
     UDR35,093$1,344 12/31/2023
Pensionfund Sabic35,388$1,324 03/31/2024
     UDR35,388$1,324 03/31/2024
Telos Capital Management Inc.34,212$1,310 12/31/2023
     UDR34,212$1,310 12/31/2023
South Dakota Investment Council33,831$1,295 12/31/2023
     UDR33,831$1,295 12/31/2023
Rockefeller Capital Management L.P.32,884$1,259 12/31/2023
     UDR32,884$1,259 12/31/2023
Public Employees Retirement Association of Colorado30,962$1,186 12/31/2023
     UDR30,962$1,186 12/31/2023
Atria Investments LLC30,695$1,175 12/31/2023
     UDR30,695$1,175 12/31/2023
Nordea Investment Management AB30,361$1,170 12/31/2023
     UDR30,361$1,170 12/31/2023
Citadel Advisors LLC $1,167 12/31/2023
     Call37,900$1,451 12/31/2023
     Put24,700$946 12/31/2023
     UDR17,281$662 12/31/2023
DAVENPORT & Co LLC29,883$1,144 12/31/2023
     UDR29,883$1,144 12/31/2023
Metis Global Partners LLC29,739$1,139 12/31/2023
     UDR29,739$1,139 12/31/2023
HighTower Advisors LLC29,012$1,114 12/31/2023
     UDR29,012$1,114 12/31/2023
Atlantic Union Bankshares Corp28,514$1,067 03/31/2024
     UDR28,514$1,067 03/31/2024
Elo Mutual Pension Insurance Co27,328$1,046 12/31/2023
     UDR27,328$1,046 12/31/2023
Natixis27,105$1,038 12/31/2023
     UDR27,105$1,038 12/31/2023
Mackenzie Financial Corp26,915$1,031 12/31/2023
     UDR26,915$1,031 12/31/2023
Teachers Retirement System of The State of Kentucky25,989$995 12/31/2023
     UDR25,989$995 12/31/2023
Ossiam25,825$989 12/31/2023
     UDR25,825$989 12/31/2023
Panagora Asset Management Inc.25,632$981 12/31/2023
     UDR25,632$981 12/31/2023
Norinchukin Bank The25,424$973 12/31/2023
     UDR25,424$973 12/31/2023
Gulf International Bank UK Ltd25,920$969 03/31/2024
     UDR25,920$969 03/31/2024
Venturi Wealth Management LLC24,987$957 12/31/2023
     UDR24,987$957 12/31/2023
Kentucky Retirement Systems24,212$927 12/31/2023
     UDR24,212$927 12/31/2023
Oregon Public Employees Retirement Fund23,591$903 12/31/2023
     UDR23,591$903 12/31/2023
Oppenheimer Asset Management Inc.23,206$889 12/31/2023
     UDR23,206$889 12/31/2023
Maryland State Retirement & Pension System25,045$888 03/31/2024
     UDR25,045$888 03/31/2024
Captrust Financial Advisors22,794$873 12/31/2023
     UDR22,794$873 12/31/2023
Illinois Municipal Retirement Fund22,751$871 12/31/2023
     UDR22,751$871 12/31/2023
Pathstone Holdings LLC22,503$862 12/31/2023
     UDR22,503$862 12/31/2023
Metropolitan Life Insurance Co NY21,581$826 12/31/2023
     UDR21,581$826 12/31/2023
Itau Unibanco Holding S.A.21,200$822 12/31/2023
     UDR21,200$822 12/31/2023
The PNC Financial Services Group Inc.21,170$811 12/31/2023
     UDR21,170$811 12/31/2023
Vanderbilt University21,491$804 03/31/2024
     UDR21,491$804 03/31/2024
Ostrum Asset Management20,868$799 12/31/2023
     UDR20,868$799 12/31/2023
DoubleLine ETF Adviser LP20,860$799 12/31/2023
     UDR20,860$799 12/31/2023
Mariner LLC20,587$788 12/31/2023
     UDR20,587$788 12/31/2023
Aviva PLC20,350$779 12/31/2023
     UDR20,350$779 12/31/2023
Heritage Wealth Advisors20,198$773 12/31/2023
     UDR20,198$773 12/31/2023
Pacer Advisors Inc.20,054$768 12/31/2023
     UDR20,054$768 12/31/2023
Lockheed Martin Investment Management Co.18,690$758 12/31/2023
     UDR18,690$758 12/31/2023
UBS Oconnor LLC19,236$737 12/31/2023
     UDR19,236$737 12/31/2023
Securian Asset Management Inc19,095$731 12/31/2023
     UDR19,095$731 12/31/2023
Hartford Investment Management Co.19,467$728 03/31/2024
     UDR19,467$728 03/31/2024
Folger Nolan Fleming Douglas Capital Management Inc.19,290$722 03/31/2024
     UDR19,290$722 03/31/2024
Banco Bilbao Vizcaya Argentaria S.A.18,788$720 12/31/2023
     UDR18,788$720 12/31/2023
London Co. of Virginia18,522$709 12/31/2023
     UDR18,522$709 12/31/2023
Penserra Capital Management LLC18,531$708 12/31/2023
     UDR18,531$708 12/31/2023
Louisiana State Employees Retirement System18,300$701 12/31/2023
     UDR18,300$701 12/31/2023
Bayesian Capital Management LP18,300$701 12/31/2023
     UDR18,300$701 12/31/2023
Fifth Third Bancorp18,105$693 12/31/2023
     UDR18,105$693 12/31/2023
Kingswood Wealth Advisors LLC17,881$669 03/31/2024
     UDR17,881$669 03/31/2024
Elequin Capital LP17,350$664 12/31/2023
     UDR17,350$664 12/31/2023
New Mexico Educational Retirement Board17,400$651 03/31/2024
     UDR17,400$651 03/31/2024
Crossmark Global Holdings Inc.16,280$623 12/31/2023
     UDR16,280$623 12/31/2023
B. Metzler seel. Sohn & Co. AG16,275$623 12/31/2023
     UDR16,275$623 12/31/2023
Cary Street Partners Investment Advisory LLC16,213$621 12/31/2023
     UDR16,213$621 12/31/2023
JustInvest LLC16,084$616 12/31/2023
     UDR16,084$616 12/31/2023
Horizon Family Wealth Inc.16,038$614 12/31/2023
     UDR16,038$614 12/31/2023
Stifel Financial Corp15,662$600 12/31/2023
     UDR15,662$600 12/31/2023
Greenland Capital Management LP15,000$574 12/31/2023
     UDR15,000$574 12/31/2023
Everence Capital Management Inc.14,880$570 12/31/2023
     UDR14,880$570 12/31/2023
HBK Sorce Advisory LLC14,567$558 12/31/2023
     UDR14,567$558 12/31/2023
Allspring Global Investments Holdings LLC14,381$538 03/31/2024
     UDR14,381$538 03/31/2024
Janney Montgomery Scott LLC13,828$529 12/31/2023
     UDR13,828$529 12/31/2023
Howland Capital Management LLC13,393$513 12/31/2023
     UDR13,393$513 12/31/2023
ARP Americas LP13,300$509 12/31/2023
     UDR13,300$509 12/31/2023
Meiji Yasuda Asset Management Co Ltd.11,989$459 12/31/2023
     UDR11,989$459 12/31/2023
Hummer Financial Advisory Services Inc12,057$451 03/31/2024
     UDR12,057$451 03/31/2024
Ethic Inc.11,587$444 12/31/2023
     UDR11,587$444 12/31/2023
APG Asset Management N.V.11,379$436 12/31/2023
     UDR11,379$436 12/31/2023
Cetera Advisor Networks LLC11,344$434 12/31/2023
     UDR11,344$434 12/31/2023
Toroso Investments LLC11,184$428 12/31/2023
     UDR11,184$428 12/31/2023
Kentucky Retirement Systems Insurance Trust Fund10,781$413 12/31/2023
     UDR10,781$413 12/31/2023
Tokio Marine Asset Management Co. Ltd.10,452$400 12/31/2023
     UDR10,452$400 12/31/2023
Bridgewater Associates LP10,410$399 12/31/2023
     UDR10,410$399 12/31/2023
Advisor Group Holdings Inc.10,185$390 12/31/2023
     UDR10,185$390 12/31/2023
Ackerman Capital Advisors LLC10,050$385 12/31/2023
     UDR10,050$385 12/31/2023
Longfellow Investment Management Co. LLC9,985$382 12/31/2023
     UDR9,985$382 12/31/2023
Jump Financial LLC9,736$373 12/31/2023
     UDR9,736$373 12/31/2023
Northwestern Mutual Investment Management Company LLC9,578$367 12/31/2023
     UDR9,578$367 12/31/2023
Moody National Bank Trust Division9,767$365 03/31/2024
     UDR9,767$365 03/31/2024
Cipher Capital LP9,529$365 12/31/2023
     UDR9,529$365 12/31/2023
Thompson Siegel & Walmsley LLC9,193$352 12/31/2023
     UDR9,193$352 12/31/2023
Degroof Petercam Asset Management9,200$352 12/31/2023
     UDR9,200$352 12/31/2023
Verition Fund Management LLC9,164$351 12/31/2023
     UDR9,164$351 12/31/2023
Systematic Portfolios LLC9,123$349 12/31/2023
     UDR9,123$349 12/31/2023
Meiji Yasuda Life Insurance Co9,100$348 12/31/2023
     UDR9,100$348 12/31/2023
Creative Planning8,580$329 12/31/2023
     UDR8,580$329 12/31/2023
Credit Agricole S A8,562$328 12/31/2023
     UDR8,562$328 12/31/2023
Engineers Gate Manager LP8,435$323 12/31/2023
     UDR8,435$323 12/31/2023
Squarepoint Ops LLC8,200$314 12/31/2023
     UDR8,200$314 12/31/2023
Wealthfront Advisers LLC8,341$312 03/31/2024
     UDR8,341$312 03/31/2024
Finer Wealth Management Inc.8,064$309 12/31/2023
     UDR8,064$309 12/31/2023
Oak Thistle LLC8,047$301 03/31/2024
     UDR8,047$301 03/31/2024
Landscape Capital Management L.L.C.7,838$300 12/31/2023
     UDR7,838$300 12/31/2023
FJ Investments LLC7,800$299 12/31/2023
     UDR7,800$299 12/31/2023
Brown Advisory Inc.7,768$297 12/31/2023
     UDR7,768$297 12/31/2023
Pacific Sun Financial Corp7,557$289 12/31/2023
     UDR7,557$289 12/31/2023
Capital Management Corp VA7,506$287 12/31/2023
     UDR7,506$287 12/31/2023
Keybank National Association OH7,309$280 12/31/2023
     UDR7,309$280 12/31/2023
Signaturefd LLC7,304$280 12/31/2023
     UDR7,304$280 12/31/2023
Investment Management Corp of Ontario7,297$279 12/31/2023
     UDR7,297$279 12/31/2023
Chesapeake Wealth Management7,160$274 12/31/2023
     UDR7,160$274 12/31/2023
Wetherby Asset Management Inc.7,066$271 12/31/2023
     UDR7,066$271 12/31/2023
GTS Securities LLC6,987$268 12/31/2023
     UDR6,987$268 12/31/2023
Alberta Investment Management Corp6,700$257 12/31/2023
     UDR6,700$257 12/31/2023
US Bancorp DE6,692$256 12/31/2023
     UDR6,692$256 12/31/2023
Neuberger Berman Group LLC6,432$246 12/31/2023
     UDR6,432$246 12/31/2023
Verus Financial Partners Inc.6,716$246 12/31/2023
     UDR6,716$246 12/31/2023
Cetera Investment Advisers6,393$245 12/31/2023
     UDR6,393$245 12/31/2023
Integrity Wealth Solutions LLC6,409$240 03/31/2024
     UDR6,409$240 03/31/2024
Envestnet Portfolio Solutions Inc.6,255$239 12/31/2023
     UDR6,255$239 12/31/2023
Eisler Capital UK Ltd.6,122$234 12/31/2023
     UDR6,122$234 12/31/2023
Wealth Enhancement Advisory Services LLC6,235$233 03/31/2024
     UDR6,235$233 03/31/2024
TIAA Trust National Association6,033$231 12/31/2023
     UDR6,033$231 12/31/2023
Michael B. Yongue6,000$230 12/31/2023
     UDR6,000$230 12/31/2023
Robeco Institutional Asset Management B.V.5,949$228 12/31/2023
     UDR5,949$228 12/31/2023
HRT Financial LP5,881$225 12/31/2023
     UDR5,881$225 12/31/2023
Exchange Traded Concepts LLC5,996$224 03/31/2024
     UDR5,996$224 03/31/2024
Schnieders Capital Management LLC5,827$223 12/31/2023
     UDR5,827$223 12/31/2023
Graves Light Private Wealth Management Inc.5,758$220 12/31/2023
     UDR5,758$220 12/31/2023
Vinva Investment Management Ltd5,578$216 12/31/2023
     UDR5,578$216 12/31/2023
Checchi Capital Advisers LLC5,581$214 12/31/2023
     UDR5,581$214 12/31/2023
AlTi Global Inc.5,591$214 12/31/2023
     UDR5,591$214 12/31/2023
Inspire Trust Co. N.A.5,500$211 12/31/2023
     UDR5,500$211 12/31/2023
Derbend Asset Management5,491$210 12/31/2023
     UDR5,491$210 12/31/2023
Mercer Global Advisors Inc. ADV5,412$207 12/31/2023
     UDR5,412$207 12/31/2023
Profund Advisors LLC5,390$206 12/31/2023
     UDR5,390$206 12/31/2023
Karpas Strategies LLC5,356$205 12/31/2023
     UDR5,356$205 12/31/2023
CI Private Wealth LLC5,306$203 12/31/2023
     UDR5,306$203 12/31/2023
Raymond James Financial Services Advisors Inc.5,256$201 12/31/2023
     UDR5,256$201 12/31/2023
Steward Partners Investment Advisory LLC5,137$197 12/31/2023
     UDR5,137$197 12/31/2023
V Square Quantitative Management LLC5,032$193 12/31/2023
     UDR5,032$193 12/31/2023
Meeder Asset Management Inc.5,008$192 12/31/2023
     UDR5,008$192 12/31/2023
GAMMA Investing LLC5,098$191 03/31/2024
     UDR5,098$191 03/31/2024
Northwestern Mutual Wealth Management Co.4,904$188 12/31/2023
     UDR4,904$188 12/31/2023
Horizon Investments LLC4,708$178 12/31/2023
     UDR4,708$178 12/31/2023
CWM LLC4,089$153 03/31/2024
     UDR4,089$153 03/31/2024
Advisory Services Network LLC3,592$138 12/31/2023
     UDR3,592$138 12/31/2023
Westpac Banking Corp3,480$133 12/31/2023
     UDR3,480$133 12/31/2023
Ameritas Investment Partners Inc.3,363$129 12/31/2023
     UDR3,363$129 12/31/2023
CI Investments Inc.3,231$124 12/31/2023
     UDR3,231$124 12/31/2023
Washington Trust Advisors Inc.3,242$124 12/31/2023
     UDR3,242$124 12/31/2023
BI Asset Management Fondsmaeglerselskab A S3,137$120 12/31/2023
     UDR3,137$120 12/31/2023
Eagle Bay Advisors LLC2,932$112 12/31/2023
     UDR2,932$112 12/31/2023
Covestor Ltd2,821$108 12/31/2023
     UDR2,821$108 12/31/2023
Cetera Trust Company N.A2,400$92 12/31/2023
     UDR2,400$92 12/31/2023
Whittier Trust Co.2,187$84 12/31/2023
     UDR2,187$84 12/31/2023
Desjardins Global Asset Management Inc.2,188$84 12/31/2023
     UDR2,188$84 12/31/2023
Timbercreek Investment Management Inc.2,230$82 03/31/2024
     UDR2,230$82 03/31/2024
Sandy Spring Bank2,150$82 12/31/2023
     UDR2,150$82 12/31/2023
Federated Hermes Inc.2,030$78 12/31/2023
     UDR2,030$78 12/31/2023
Atlantic Trust LLC2,013$77 12/31/2023
     UDR2,013$77 12/31/2023
Allworth Financial LP1,943$74 12/31/2023
     UDR1,943$74 12/31/2023
Addison Advisors LLC1,731$66 12/31/2023
     UDR1,731$66 12/31/2023
Quadrant Capital Group LLC1,669$64 12/31/2023
     UDR1,669$64 12/31/2023
Bessemer Group Inc.1,592$61 12/31/2023
     UDR1,592$61 12/31/2023
Tobam1,541$59 12/31/2023
     UDR1,541$59 12/31/2023
Livforsakringsbolaget Skandia Omsesidigt1,435$55 12/31/2023
     UDR1,435$55 12/31/2023
Global Retirement Partners LLC1,213$47 12/31/2023
     UDR1,213$47 12/31/2023
Wiser Advisor Group LLC1,226$47 12/31/2023
     UDR1,226$47 12/31/2023
Hanson & Doremus Investment Management1,196$46 12/31/2023
     UDR1,196$46 12/31/2023
Private Trust Co. NA1,067$41 12/31/2023
     UDR1,067$41 12/31/2023
Lindbrook Capital LLC1,054$40 12/31/2023
     UDR1,054$40 12/31/2023
Legend Financial Advisors Inc.1,000$37 03/31/2024
     UDR1,000$37 03/31/2024
Salomon & Ludwin LLC972$35 12/31/2023
     UDR972$35 12/31/2023
Quarry LP737$28 12/31/2023
     UDR737$28 12/31/2023
Quest Partners LLC704$27 12/31/2023
     UDR704$27 12/31/2023
M&R Capital Management Inc.691$26 03/31/2024
     UDR691$26 03/31/2024
Principal Securities Inc.690$26 12/31/2023
     UDR690$26 12/31/2023
Webster Bank N. A.648$24 03/31/2024
     UDR648$24 03/31/2024
Bank of New Hampshire611$23 03/31/2024
     UDR611$23 03/31/2024
Annis Gardner Whiting Capital Advisors LLC595$23 12/31/2023
     UDR595$23 12/31/2023
NBC Securities Inc.589$22 03/31/2024
     UDR589$22 03/31/2024
Fortis Advisors LLC540$21 12/31/2023
     UDR540$21 12/31/2023
Parallel Advisors LLC528$20 12/31/2023
     UDR528$20 12/31/2023
Duncker Streett & Co. Inc.500$19 12/31/2023
     UDR500$19 12/31/2023
Bogart Wealth LLC500$19 12/31/2023
     UDR500$19 12/31/2023
Ronald Blue Trust Inc.503$18 12/31/2023
     UDR503$18 12/31/2023
CVA Family Office LLC460$17 03/31/2024
     UDR460$17 03/31/2024
Acima Private Wealth LLC455$17 12/31/2023
     UDR455$17 12/31/2023
Gold Investment Management Ltd.445$17 12/31/2023
     UDR445$17 12/31/2023
First Manhattan Co.400$15 12/31/2023
     UDR400$15 12/31/2023
Group One Trading L.P. $15 12/31/2023
     Call1,800$69 12/31/2023
     Put1,400$54 12/31/2023
Activest Wealth Management360$14 12/31/2023
     UDR360$14 12/31/2023
Main Street Group LTD378$14 12/31/2023
     UDR378$14 12/31/2023
Massmutual Trust Co. FSB ADV348$13 03/31/2024
     UDR348$13 03/31/2024
Annapolis Financial Services LLC360$13 03/31/2024
     UDR360$13 03/31/2024
Cullen Frost Bankers Inc.324$12 12/31/2023
     UDR324$12 12/31/2023
Huntington National Bank304$12 12/31/2023
     UDR304$12 12/31/2023
Mather Group LLC.281$11 03/31/2024
     UDR281$11 03/31/2024
CENTRAL TRUST Co250$10 12/31/2023
     UDR250$10 12/31/2023
Manchester Capital Management LLC251$10 12/31/2023
     UDR251$10 12/31/2023
Crewe Advisors LLC253$10 12/31/2023
     UDR253$10 12/31/2023
DT Investment Partners LLC224$8 12/31/2023
     UDR224$8 12/31/2023
Glassman Wealth Services222$8 12/31/2023
     UDR222$8 12/31/2023
Quent Capital LLC221$8 12/31/2023
     UDR221$8 12/31/2023
Plato Investment Management Ltd220$8 12/31/2023
     UDR220$8 12/31/2023
Farmers & Merchants Investments Inc.191$7 03/31/2024
     UDR191$7 03/31/2024
Wolff Wiese Magana LLC179$7 03/31/2024
     UDR179$7 03/31/2024
HHM Wealth Advisors LLC172$7 12/31/2023
     UDR172$7 12/31/2023
Opal Wealth Advisors LLC157$6 03/31/2024
     UDR157$6 03/31/2024
Plante Moran Financial Advisors LLC169$6 12/31/2023
     UDR169$6 12/31/2023
Parkside Financial Bank & Trust150$6 12/31/2023
     UDR150$6 12/31/2023
Concord Wealth Partners150$6 12/31/2023
     UDR150$6 12/31/2023
Smartleaf Asset Management LLC144$6 12/31/2023
     UDR144$6 12/31/2023
Private Wealth Management Group LLC153$6 12/31/2023
     UDR153$6 12/31/2023
Investors Research Corp130$5 12/31/2023
     UDR130$5 12/31/2023
Bruce G. Allen Investments LLC111$4 03/31/2024
     UDR111$4 03/31/2024
Geneos Wealth Management Inc.100$4 12/31/2023
     UDR100$4 12/31/2023
Psagot Value Holdings Ltd. Israel 99$4 12/31/2023
     UDR99$4 12/31/2023
Valley National Advisers Inc.70$3 03/31/2024
     UDR70$3 03/31/2024
MV Capital Management Inc.83$3 03/31/2024
     UDR83$3 03/31/2024
Smithfield Trust Co.70$3 12/31/2023
     UDR70$3 12/31/2023
Oliver Lagore Vanvalin Investment Group90$3 12/31/2023
     UDR90$3 12/31/2023
Aspect Partners LLC70$3 12/31/2023
     UDR70$3 12/31/2023
EntryPoint Capital LLC78$3 12/31/2023
     UDR78$3 12/31/2023
Salem Investment Counselors Inc.49$2 03/31/2024
     UDR49$2 03/31/2024
AdvisorNet Financial Inc63$2 03/31/2024
     UDR63$2 03/31/2024
Financial Management Professionals Inc.44$2 03/31/2024
     UDR44$2 03/31/2024
Fortitude Family Office LLC45$2 03/31/2024
     UDR45$2 03/31/2024
EverSource Wealth Advisors LLC42$2 12/31/2023
     UDR42$2 12/31/2023
Kozak & Associates Inc.56$2 12/31/2023
     UDR56$2 12/31/2023
Prestige Wealth Management Group LLC40$2 12/31/2023
     UDR40$2 12/31/2023
Cape Investment Advisory Inc.50$2 12/31/2023
     UDR50$2 12/31/2023
Farther Finance Advisors LLC63$2 12/31/2023
     UDR63$2 12/31/2023
Capital Advisors Ltd. LLC17$1 03/31/2024
     UDR17$1 03/31/2024
MCF Advisors LLC28$1 03/31/2024
     UDR28$1 03/31/2024
Versant Capital Management Inc36$1 03/31/2024
     UDR36$1 03/31/2024
GW&K Investment Management LLC31$1 12/31/2023
     UDR31$1 12/31/2023
Assetmark Inc.29$1 12/31/2023
     UDR29$1 12/31/2023
Gradient Investments LLC34$1 12/31/2023
     UDR34$1 12/31/2023
JFS Wealth Advisors LLC16$1 12/31/2023
     UDR16$1 12/31/2023
SRS Capital Advisors Inc.31$1 12/31/2023
     UDR31$1 12/31/2023
Zions Bancorporation N.A.36$1 12/31/2023
     UDR36$1 12/31/2023
TFC Financial Management36$1 12/31/2023
     UDR36$1 12/31/2023
Spire Wealth Management38$1 12/31/2023
     UDR38$1 12/31/2023
Bell Investment Advisors Inc14$1 12/31/2023
     UDR14$1 12/31/2023
Raleigh Capital Management Inc.20$1 12/31/2023
     UDR20$1 12/31/2023
Dunhill Financial LLC20$1 12/31/2023
     UDR20$1 12/31/2023
Tidemark LLC37$1 12/31/2023
     UDR37$1 12/31/2023
Sachetta LLC15$1 12/31/2023
     UDR15$1 12/31/2023
West Paces Advisors Inc.10$0 03/31/2024
     UDR10$0 03/31/2024
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     UDR0$0 12/31/2023
     Call0$0 12/31/2023
Harbour Investments Inc.10$0 12/31/2023
     UDR10$0 12/31/2023
Trust Co. of Vermont6$0 12/31/2023
     UDR6$0 12/31/2023
Colonial Trust Advisors8$0 12/31/2023
     UDR8$0 12/31/2023
GWM Advisors LLC10$0 12/31/2023
     UDR10$0 12/31/2023
Valued Wealth Advisors LLC4$0 12/31/2023
     UDR4$0 12/31/2023
Crawford Fund Management LLC $-230 12/31/2023
     Put6,000$230 12/31/2023
UBS Group AG20,000$-285 12/31/2023
     Put70,000$2,680 12/31/2023
     UDR42,546$1,629 12/31/2023
     Call20,000$766 12/31/2023

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