UDR, Inc. (UDR) — Institutional Holders, Q2 2026 (page 6)
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 501 to 524. 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 501–524 of 524
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Aventura Private Wealth#501 · 20 sh | 20 | $798.00 | <0.01% | 0.0% |
| 502 | Strengthening Families & Communities#502 · 18 sh | 18 | $719.00 | — | New |
| 503 | Buck Wealth Strategies#503 · 18 sh | 18 | $719.00 | <0.01% | New |
| 504 | Signature Resources Capital Management#504 · 16 sh | 16 | $639.00 | — | 0.0% |
| 505 | Rossby Financial, LCC#505 · 16 sh | 16 | $639.00 | <0.01% | +220.0% |
| 506 | Cornerstone Financial Management#506 · 16 sh | 16 | $639.00 | <0.01% | 0.0% |
| 507 | Financial Management Professionals#507 · 15 sh | 15 | $599.00 | — | 0.0% |
| 508 | Rialto Wealth Management#508 · 15 sh | 15 | $599.00 | <0.01% | 0.0% |
| 509 | VALLEY NATIONAL ADVISERS#509 · 15 sh | 15 | $599.00 | — | New |
| 510 | Salomon & Ludwin#510 · 14 sh | 14 | $569.00 | 0.00% | 0.0% |
| 511 | FINANCIAL CONSULATE#511 · 14 sh | 14 | $559.00 | — | New |
| 512 | Bell Investment Advisors#512 · 14 sh | 14 | $559.00 | <0.01% | 0.0% |
| 513 | Caitong International Asset Management , Ltd#513 · 13 sh | 13 | $519.00 | <0.01% | -99.8% |
| 514 | Bare Financial Services#514 · 13 sh | 13 | $519.00 | <0.01% | New |
| 515 | Principia Wealth Advisory#515 · 12 sh | 12 | $479.00 | <0.01% | -29.4% |
| 516 | Davis Capital Management#516 · 9 sh | 9 | $359.00 | — | New |
| 517 | Plante Moran Financial Advisors#517 · 7 sh | 7 | $279.00 | 0.00% | New |
| 518 | Silicon Valley Capital Partners#518 · 6 sh | 6 | $242.00 | 0.00% | 0.0% |
| 519 | MOTCO#519 · 6 sh | 6 | $240.00 | 0.00% | New |
| 520 | Clark Wealth Partners#520 · 4 sh | 4 | $160.00 | — | 0.0% |
| 521 | Highland Investment Advisors#521 · 3 sh | 3 | $120.00 | <0.01% | — |
| 522 | Allied Private Wealth#522 · 1 sh | 1 | $42.00 | 0.00% | — |
| 523 | Avion Wealth#523 · 15 sh | 15 | $0.00 | 0.00% | 0.0% |
| 524 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#524 · 341,680 sh | 341,680 | — | — | -37.2% |
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.