UDR, Inc. (UDR) — Institutional Holders, Q2 2026 (page 5)
524 institutional investment managers reported a UDR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $13.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UDR 13F holders ranked 401–500 of 524
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Parkside Financial Bank#401 · 1,894 sh | 1,894 | $75.6K | — | +426.1% |
| 402 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#402 · 1,889 sh | 1,889 | $75.4K | 0.00% | +224.0% |
| 403 | DUFF & PHELPS INVESTMENT MANAGEMENT#403 · 1,800 sh | 1,800 | $71.9K | <0.01% | New |
| 404 | EverSource Wealth Advisors#404 · 1,555 sh | 1,555 | $62.1K | <0.01% | +212.2% |
| 405 | Addison Advisors#405 · 1,447 sh | 1,447 | $57.8K | 0.03% | -18.7% |
| 406 | Wiser Advisor Group#406 · 1,368 sh | 1,368 | $54.6K | 0.06% | +1.2% |
| 407 | Farther Finance Advisors#407 · 1,325 sh | 1,325 | $52.9K | — | -3.7% |
| 408 | TOKIO MARINE ASSET MANAGEMENT LTD#408 · 1,301 sh | 1,301 | $51.9K | — | -91.5% |
| 409 | Glen Eagle Advisors#409 · 1,296 sh | 1,296 | $51.7K | <0.01% | 0.0% |
| 410 | FEDERATED HERMES#410 · 1,236 sh | 1,236 | $49.3K | <0.01% | -2.0% |
| 411 | HUNTINGTON NATIONAL BANK#411 · 1,178 sh | 1,178 | $47.0K | <0.01% | -2.0% |
| 412 | MATHER GROUP#412 · 1,133 sh | 1,133 | $45.2K | — | -27.7% |
| 413 | PRIVATE NA#413 · 1,071 sh | 1,071 | $42.8K | — | -1.1% |
| 414 | Essential Partners#414 · 1,007 sh | 1,007 | $40.2K | — | +1098.8% |
| 415 | ALBION FINANCIAL GROUP#415 · 1,000 sh | 1,000 | $39.9K | — | 0.0% |
| 416 | UMB Bank, n.a.#416 · 975 sh | 975 | $38.9K | <0.01% | -18.7% |
| 417 | Owl Creek Wealth Partners#417 · 875 sh | 875 | $34.9K | — | +76.8% |
| 418 | Fulcrum Asset Management LLP#418 · 869 sh | 869 | $34.9K | <0.01% | +8.5% |
| 419 | MassMutual Private Wealth & , FSB#419 · 864 sh | 864 | $34.5K | — | -17.6% |
| 420 | Virginia Estate & Retirement Planning Advisors#420 · 837 sh | 837 | $33.4K | — | New |
| 421 | ONEFUND#421 · 808 sh | 808 | $32.3K | 0.02% | -2.3% |
| 422 | Cromwell#422 · 767 sh | 767 | $30.6K | 0.01% | -16.6% |
| 423 | Smartleaf Asset Management#423 · 742 sh | 742 | $29.8K | <0.01% | 0.0% |
| 424 | Pinnacle Wealth Planning Services#424 · 738 sh | 738 | $29.5K | <0.01% | +0.8% |
| 425 | Versant Capital Management#425 · 684 sh | 684 | $27.3K | — | +2.2% |
| 426 | Covestor Ltd#426 · 650 sh | 650 | $26.0K | 0.01% | +311.4% |
| 427 | E Fund Management (Hong Kong) , Ltd.#427 · 613 sh | 613 | $24.5K | <0.01% | New |
| 428 | SJS Investment Consulting#428 · 608 sh | 608 | $24.3K | — | New |
| 429 | Regatta Research & Money Management#429 · 569 sh | 569 | $22.7K | 0.02% | — |
| 430 | Bogart Wealth#430 · 540 sh | 540 | $21.6K | <0.01% | +8.0% |
| 431 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#431 · 520 sh | 520 | $21.1K | <0.01% | +4.0% |
| 432 | DUNCKER STREETT#432 · 500 sh | 500 | $20.0K | <0.01% | 0.0% |
| 433 | Quent Capital#433 · 491 sh | 491 | $19.6K | <0.01% | +37.9% |
| 434 | SHP Wealth Management#434 · 484 sh | 484 | $19.3K | <0.01% | +4.5% |
| 435 | Crews Bank#435 · 444 sh | 444 | $17.7K | <0.01% | 0.0% |
| 436 | OF TOLEDO NA#436 · 443 sh | 443 | $17.7K | — | +42.0% |
| 437 | NBC SECURITIES#437 · 425 sh | 425 | $17.0K | — | +2.2% |
| 438 | TD PRIVATE CLIENT WEALTH#438 · 417 sh | 417 | $16.6K | <0.01% | -5.2% |
| 439 | JNBA Financial Advisors#439 · 410 sh | 410 | $16.4K | <0.01% | 0.0% |
| 440 | IFP Advisors#440 · 376 sh | 376 | $15.0K | — | -3.1% |
| 441 | ASSETMARK#441 · 322 sh | 322 | $12.9K | — | -57.1% |
| 442 | Manchester Capital Management#442 · 317 sh | 317 | $12.7K | — | 0.0% |
| 443 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#443 · 302 sh | 302 | $12.1K | <0.01% | +45.2% |
| 444 | ZRC WEALTH MANAGEMENT#444 · 299 sh | 299 | $11.9K | — | +398.3% |
| 445 | MEEDER ASSET MANAGEMENT#445 · 290 sh | 290 | $11.6K | <0.01% | New |
| 446 | James T. Borello RIA#446 · 285 sh | 285 | $11.4K | — | 0.0% |
| 447 | HIGHLINE WEALTH PARTNERS#447 · 284 sh | 284 | $11.3K | — | +7.2% |
| 448 | CENTRAL#448 · 250 sh | 250 | $10.0K | <0.01% | 0.0% |
| 449 | CARY STREET PARTNERS INVESTMENT ADVISORY#449 · 243 sh | 243 | $9.7K | <0.01% | +23.4% |
| 450 | GW&K Investment Management#450 · 225 sh | 225 | $9.0K | <0.01% | +208.2% |
| 451 | DT Investment Partners#451 · 224 sh | 224 | $8.9K | — | 0.0% |
| 452 | Steigerwald, Gordon & Koch#452 · 216 sh | 216 | $8.6K | <0.01% | 0.0% |
| 453 | HORIZON FINANCIAL SERVICES#453 · 212 sh | 212 | $8.5K | <0.01% | -35.8% |
| 454 | Geneos Wealth Management#454 · 200 sh | 200 | $8.0K | <0.01% | 0.0% |
| 455 | FARMERS & MERCHANTS INVESTMENTS#455 · 191 sh | 191 | $7.6K | — | 0.0% |
| 456 | Raiffeisen Bank International AG#456 · 178 sh | 178 | $7.1K | <0.01% | -52.9% |
| 457 | Larson Financial Group#457 · 172 sh | 172 | $6.9K | <0.01% | +1.2% |
| 458 | Axiom Investment Management#458 · 150 sh | 150 | $6.0K | <0.01% | New |
| 459 | WOLFF WIESE MAGANA#459 · 144 sh | 144 | $5.7K | — | 0.0% |
| 460 | CoreCap Advisors#460 · 141 sh | 141 | $5.6K | — | +4.4% |
| 461 | Investors Research#461 · 130 sh | 130 | $5.2K | — | 0.0% |
| 462 | J.Safra Asset Management#462 · 125 sh | 125 | $5.0K | <0.01% | 0.0% |
| 463 | Dogwood Wealth Management#463 · 101 sh | 101 | $4.0K | <0.01% | -41.3% |
| 464 | CVA Family Office#464 · 100 sh | 100 | $4.0K | <0.01% | 0.0% |
| 465 | Physician Wealth Advisors#465 · 99 sh | 99 | $4.0K | — | +67.8% |
| 466 | AdvisorNet Financial#466 · 86 sh | 86 | $3.4K | — | -1.1% |
| 467 | Private Wealth Management Group#467 · 76 sh | 76 | $3.0K | — | 0.0% |
| 468 | Smithfield#468 · 70 sh | 70 | $3.0K | <0.01% | 0.0% |
| 469 | SouthState Bank#469 · 74 sh | 74 | $3.0K | <0.01% | +7.2% |
| 470 | Aspect Partners#470 · 70 sh | 70 | $2.8K | — | 0.0% |
| 471 | Ares Financial Consulting#471 · 70 sh | 70 | $2.8K | — | 0.0% |
| 472 | Kozak & Associates#472 · 62 sh | 62 | $2.5K | <0.01% | 0.0% |
| 473 | JPL Wealth Management#473 · 57 sh | 57 | $2.3K | <0.01% | +62.9% |
| 474 | Cornerstone Planning Group#474 · 55 sh | 55 | $2.2K | — | -8.3% |
| 475 | Westside Investment Management#475 · 54 sh | 54 | $2.2K | <0.01% | 0.0% |
| 476 | True Wealth Design#476 · 52 sh | 52 | $2.1K | — | New |
| 477 | Bruce G. Allen Investments#477 · 51 sh | 51 | $2.0K | <0.01% | -29.2% |
| 478 | RAFFA WEALTH MANAGEMENT#478 · 50 sh | 50 | $2.0K | <0.01% | -3.8% |
| 479 | Kilter Group#479 · 50 sh | 50 | $2.0K | <0.01% | -63.0% |
| 480 | MV CAPITAL MANAGEMENT#480 · 48 sh | 48 | $1.9K | <0.01% | -25.0% |
| 481 | High Note Wealth#481 · 46 sh | 46 | $1.8K | <0.01% | New |
| 482 | Fortitude Family Office#482 · 45 sh | 45 | $1.8K | — | 0.0% |
| 483 | Keating Financial Advisory Services#483 · 44 sh | 44 | $1.8K | <0.01% | +37.5% |
| 484 | Activest Wealth Management#484 · 43 sh | 43 | $1.7K | — | +377.8% |
| 485 | Greykasell Wealth Strategies#485 · 43 sh | 43 | $1.7K | <0.01% | 0.0% |
| 486 | Hughes Financial Services#486 · 40 sh | 40 | $1.6K | <0.01% | +471.4% |
| 487 | HARBOUR INVESTMENTS#487 · 35 sh | 35 | $1.4K | 0.00% | -5.4% |
| 488 | NVWM#488 · 35 sh | 35 | $1.4K | — | 0.0% |
| 489 | Spire Wealth Management#489 · 35 sh | 35 | $1.4K | 0.00% | 0.0% |
| 490 | Transamerica Financial Advisors#490 · 33 sh | 33 | $1.3K | <0.01% | +73.7% |
| 491 | Silver Grove Financial Group#491 · 31 sh | 31 | $1.2K | <0.01% | -67.4% |
| 492 | Planning Strategies#492 · 31 sh | 31 | $1.2K | — | — |
| 493 | TFC Financial Management#493 · 27 sh | 27 | $1.1K | — | -18.2% |
| 494 | Quaker Wealth Management#494 · 26 sh | 26 | $1.0K | — | +8.3% |
| 495 | Dunhill Financial#495 · 24 sh | 24 | $978.00 | <0.01% | +9.1% |
| 496 | Harbor Asset Planning#496 · 24 sh | 24 | $958.00 | — | 0.0% |
| 497 | Provenance Wealth Advisors#497 · 23 sh | 23 | $918.00 | <0.01% | New |
| 498 | Basepoint Wealth#498 · 22 sh | 22 | $897.00 | <0.01% | 0.0% |
| 499 | American Capital Advisory#499 · 22 sh | 22 | $879.00 | <0.01% | +37.5% |
| 500 | Ronald Blue#500 · 22 sh | 22 | $878.00 | — | -66.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.