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This page summarizes the UDR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UDR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UDR Share Count |
|---|
| Vanderbilt University |
7,470 |
21,491 |
+14,021 |
+187.70% |
| Huntington National Bank |
304 |
758 |
+454 |
+149.34% |
| Smartleaf Asset Management LLC |
144 |
341 |
+197 |
+136.81% |
| Quent Capital LLC |
221 |
384 |
+163 |
+73.76% |
| Nisa Investment Advisors LLC |
158,202 |
221,354 |
+63,152 |
+39.92% |
| MCF Advisors LLC |
21 |
28 |
+7 |
+33.33% |
| Raymond James & Associates |
82,281 |
108,557 |
+26,276 |
+31.93% |
| Dover Advisors LLC |
77,212 |
101,829 |
+24,617 |
+31.88% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,830,437 |
2,342,825 |
+512,388 |
+27.99% |
| Aurora Investment Managers LLC. |
59,412 |
74,638 |
+15,226 |
+25.63% |
| Pensionfund Sabic |
28,388 |
35,388 |
+7,000 |
+24.66% |
| Pacific Sun Financial Corp |
7,557 |
9,377 |
+1,820 |
+24.08% |
| Daiwa Securities Group Inc. |
6,108,077 |
7,467,881 |
+1,359,804 |
+22.26% |
| Mirae Asset Global Investments Co. Ltd. |
81,679 |
99,502 |
+17,823 |
+21.82% |
| Spire Wealth Management |
38 |
46 |
+8 |
+21.05% |
| BI Asset Management Fondsmaeglerselskab A S |
3,137 |
3,782 |
+645 |
+20.56% |
| NBC Securities Inc. |
492 |
589 |
+97 |
+19.72% |
| BNP Paribas Arbitrage SA |
449,944 |
535,059 |
+85,115 |
+18.92% |
| Wealthfront Advisers LLC |
7,135 |
8,341 |
+1,206 |
+16.90% |
| Parkside Financial Bank & Trust |
150 |
174 |
+24 |
+16.00% |
| Raymond James Financial Services Advisors Inc. |
5,256 |
6,015 |
+759 |
+14.44% |
| Robeco Institutional Asset Management B.V. |
5,949 |
6,660 |
+711 |
+11.95% |
| Pensionfund DSM Netherlands |
65,605 |
72,605 |
+7,000 |
+10.67% |
| Massmutual Trust Co. FSB ADV |
315 |
348 |
+33 |
+10.48% |
| Oregon Public Employees Retirement Fund |
23,591 |
25,891 |
+2,300 |
+9.75% |
| Integrity Wealth Solutions LLC |
5,925 |
6,409 |
+484 |
+8.17% |
| Vert Asset Management LLC |
120,803 |
129,935 |
+9,132 |
+7.56% |
| Tokio Marine Asset Management Co. Ltd. |
10,452 |
11,218 |
+766 |
+7.33% |
| Natixis Advisors L.P. |
191,600 |
205,218 |
+13,618 |
+7.11% |
| Lindbrook Capital LLC |
1,054 |
1,109 |
+55 |
+5.22% |
| CWM LLC |
3,895 |
4,089 |
+194 |
+4.98% |
| Fifth Third Bancorp |
18,105 |
18,974 |
+869 |
+4.80% |
| Exchange Traded Concepts LLC |
5,732 |
5,996 |
+264 |
+4.61% |
| Global Retirement Partners LLC |
1,213 |
1,265 |
+52 |
+4.29% |
| DAVENPORT & Co LLC |
29,883 |
31,114 |
+1,231 |
+4.12% |
| Van ECK Associates Corp |
128,798 |
133,905 |
+5,107 |
+3.97% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
80,745 |
83,289 |
+2,544 |
+3.15% |
| Hummer Financial Advisory Services Inc |
11,722 |
12,057 |
+335 |
+2.86% |
| Commonwealth Equity Services LLC |
51,645 |
52,961 |
+1,316 |
+2.55% |
| Presima Inc. |
476,775 |
487,625 |
+10,850 |
+2.28% |
| Private Trust Co. NA |
1,067 |
1,086 |
+19 |
+1.78% |
| Janney Montgomery Scott LLC |
13,828 |
14,060 |
+232 |
+1.68% |
| Telos Capital Management Inc. |
34,212 |
34,759 |
+547 |
+1.60% |
| Principal Financial Group Inc. |
358,026 |
362,917 |
+4,891 |
+1.37% |
| Wolff Wiese Magana LLC |
177 |
179 |
+2 |
+1.13% |
| Czech National Bank |
53,001 |
53,245 |
+244 |
+0.46% |
| State of Alaska Department of Revenue |
188,804 |
189,355 |
+551 |
+0.29% |
| Manning & Napier Group LLC |
89,602 |
89,834 |
+232 |
+0.26% |
| GAMMA Investing LLC |
5,091 |
5,098 |
+7 |
+0.14% |
| State of Michigan Retirement System |
82,845 |
82,945 |
+100 |
+0.12% |
| California Public Employees Retirement System |
595,501 |
596,163 |
+662 |
+0.11% |
| Retirement Systems of Alabama |
252,976 |
253,072 |
+96 |
+0.04% |
| 13F Filers Reporting New Positions In UDR |
|---|
| Proequities Inc. |
0 |
2 |
+2 |
+100% |
| Salem Investment Counselors Inc. |
0 |
49 |
+49 |
+100% |
| GHP Investment Advisors Inc. |
0 |
1,905 |
+1,905 |
+100% |
| Capstone Investment Advisors LLC |
0 |
5,400 |
+5,400 |
+100% |
| Kessler Investment Group LLC |
0 |
68 |
+68 |
+100% |
| Mather Group LLC. |
0 |
281 |
+281 |
+100% |
| Capital Advisors Ltd. LLC |
0 |
17 |
+17 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
43 |
+43 |
+100% |
| Oak Thistle LLC |
0 |
8,047 |
+8,047 |
+100% |
| Levin Easterly Partners LLC |
0 |
550,048 |
+550,048 |
+100% |
| Opal Wealth Advisors LLC |
0 |
157 |
+157 |
+100% |
| Fidelis Capital Partners LLC |
0 |
693 |
+693 |
+100% |
| Lecap Asset Management Ltd. |
0 |
25,308 |
+25,308 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
250 |
250 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
19,290 |
19,290 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
500 |
500 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
43,600 |
43,600 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
691 |
691 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
9,767 |
9,767 |
UNCH |
0.00% |
| Webster Bank N. A. |
648 |
648 |
UNCH |
0.00% |
| Whittier Trust Co. |
2,187 |
2,187 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
191 |
191 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
125,000 |
125,000 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
484,331 |
484,331 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,435 |
1,435 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
25,920 |
25,920 |
UNCH |
0.00% |
| Brookstone Capital Management |
36,640 |
36,640 |
UNCH |
0.00% |
| MV Capital Management Inc. |
83 |
83 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
66,266 |
66,266 |
UNCH |
0.00% |
| Ackerman Capital Advisors LLC |
10,050 |
10,050 |
UNCH |
0.00% |
| Bogart Wealth LLC |
500 |
500 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
100 |
100 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
40 |
40 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
25,045 |
25,045 |
UNCH |
0.00% |
| TFC Financial Management |
36 |
36 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
360 |
360 |
UNCH |
0.00% |
| Bank of New Hampshire |
611 |
611 |
UNCH |
0.00% |
| Derbend Asset Management |
5,491 |
5,491 |
UNCH |
0.00% |
| Finer Wealth Management Inc. |
8,064 |
8,064 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
5,032 |
5,032 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
10 |
10 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
111 |
111 |
UNCH |
0.00% |
| Gold Investment Management Ltd. |
445 |
445 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
4 |
4 |
UNCH |
0.00% |
| Sachetta LLC |
15 |
15 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
153 |
153 |
UNCH |
0.00% |
| 13F Filers Decreasing UDR Share Count |
|---|
| Timbercreek Investment Management Inc. |
17,130 |
2,230 |
-14,900 |
-86.98% |
| AdvisorNet Financial Inc |
369 |
63 |
-306 |
-82.93% |
| Ronald Blue Trust Inc. |
503 |
93 |
-410 |
-81.51% |
| JFS Wealth Advisors LLC |
16 |
3 |
-13 |
-81.25% |
| Fortitude Family Office LLC |
167 |
45 |
-122 |
-73.05% |
| Valley National Advisers Inc. |
246 |
70 |
-176 |
-71.54% |
| Salomon & Ludwin LLC |
972 |
432 |
-540 |
-55.56% |
| Signaturefd LLC |
7,304 |
3,619 |
-3,685 |
-50.45% |
| Legend Financial Advisors Inc. |
2,000 |
1,000 |
-1,000 |
-50.00% |
| Financial Management Professionals Inc. |
85 |
44 |
-41 |
-48.24% |
| Venturi Wealth Management LLC |
24,987 |
14,662 |
-10,325 |
-41.32% |
| DNB Asset Management AS |
62,378 |
43,853 |
-18,525 |
-29.70% |
| Hanson & Doremus Investment Management |
1,196 |
918 |
-278 |
-23.24% |
| DekaBank Deutsche Girozentrale |
254,576 |
196,038 |
-58,538 |
-22.99% |
| Kingswood Wealth Advisors LLC |
22,590 |
17,881 |
-4,709 |
-20.85% |
| Brown Advisory Inc. |
7,768 |
6,368 |
-1,400 |
-18.02% |
| Amalgamated Bank |
75,880 |
65,122 |
-10,758 |
-14.18% |
| Allworth Financial LP |
1,943 |
1,700 |
-243 |
-12.51% |
| Versant Capital Management Inc |
41 |
36 |
-5 |
-12.20% |
| Nordea Investment Management AB |
30,361 |
28,035 |
-2,326 |
-7.66% |
| Howland Capital Management LLC |
13,393 |
12,455 |
-938 |
-7.00% |
| Securian Asset Management Inc |
19,095 |
17,784 |
-1,311 |
-6.87% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
78,931 |
73,531 |
-5,400 |
-6.84% |
| New Mexico Educational Retirement Board |
16,100 |
15,200 |
-900 |
-5.59% |
| Wealth Enhancement Advisory Services LLC |
6,568 |
6,235 |
-333 |
-5.07% |
| Perpetual Ltd |
53,040 |
50,460 |
-2,580 |
-4.86% |
| Atlantic Union Bankshares Corp |
29,873 |
28,514 |
-1,359 |
-4.55% |
| New York State Teachers Retirement System |
308,639 |
295,527 |
-13,112 |
-4.25% |
| Hartford Investment Management Co. |
20,316 |
19,467 |
-849 |
-4.18% |
| CVA Family Office LLC |
480 |
460 |
-20 |
-4.17% |
| Asset Management One Co. Ltd. |
589,660 |
565,938 |
-23,722 |
-4.02% |
| B&I Capital AG |
227,220 |
218,270 |
-8,950 |
-3.94% |
| Louisiana State Employees Retirement System |
18,300 |
17,600 |
-700 |
-3.83% |
| Allspring Global Investments Holdings LLC |
14,948 |
14,381 |
-567 |
-3.79% |
| Bank of New York Mellon Corp |
2,651,670 |
2,583,192 |
-68,478 |
-2.58% |
| Mutual of America Capital Management LLC |
40,491 |
39,678 |
-813 |
-2.01% |
| Yousif Capital Management LLC |
53,249 |
52,491 |
-758 |
-1.42% |
| Checchi Capital Advisers LLC |
5,581 |
5,525 |
-56 |
-1.00% |
| Chevy Chase Trust Holdings Inc. |
169,192 |
167,646 |
-1,546 |
-0.91% |
| Zurcher Kantonalbank Zurich Cantonalbank |
229,937 |
228,665 |
-1,272 |
-0.55% |
| Tobam |
1,541 |
1,535 |
-6 |
-0.39% |
| Victory Capital Management Inc. |
100,750 |
100,363 |
-387 |
-0.38% |
| Cary Street Partners Investment Advisory LLC |
16,213 |
16,153 |
-60 |
-0.37% |
| Gateway Investment Advisers LLC |
205,167 |
205,133 |
-34 |
-0.02% |
| 13F Filers Exiting UDR |
|---|
| Activest Wealth Management |
360 |
0 |
-360 |
-100.00% |
| Naviter Wealth LLC |
13,877 |
0 |
-13,877 |
-100.00% |
| International Assets Investment Management LLC |
37,351 |
0 |
-37,351 |
-100.00% |
| Concord Wealth Partners |
150 |
0 |
-150 |
-100.00% |
| Glassman Wealth Services |
222 |
0 |
-222 |
-100.00% |
| Schnieders Capital Management LLC |
5,827 |
0 |
-5,827 |
-100.00% |
| Gradient Investments LLC |
34 |
0 |
-34 |
-100.00% |
| South Dakota Investment Council |
33,831 |
0 |
-33,831 |
-100.00% |
| Atlas Capital Advisors LLC |
2,622 |
0 |
-2,622 |
-100.00% |
| Trust Co. of Virginia VA |
5,665 |
0 |
-5,665 |
-100.00% |
| Trust Co. of Vermont |
6 |
0 |
-6 |
-100.00% |
See Summary: Institutional Holders of UDR
See Details: Top 10 Hedge Funds Holding UDR
Also See: UDR Insider Buying
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