UDR Ownership | Who Owns UDR?
UDR Ownership Summary
UDR is owned by 91.13% institutional investors, 0.45% insiders, and 8.42% retail investors. Vanguard group is the largest institutional shareholder, holding 15.21% of UDR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.53% of its assets in UDR shares.
UDR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UDR | 91.13% | 0.45% | 8.42% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Residential REIT Stocks | 64.58% | 7.21% | 28.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 50.30M | 15.21% | $1.87B |
| Blackrock funding, inc. /de | 32.77M | 9.91% | $1.22B |
| Blackrock | 31.86M | 9.69% | $1.31B |
| Norges bank | 29.34M | 8.91% | $1.27B |
| Cohen & steers | 26.54M | 8.02% | $988.81M |
| State street | 21.89M | 6.62% | $815.80M |
| Fmr | 15.81M | 4.78% | $589.11M |
| Capital research global investors | 14.49M | 4.38% | $539.77M |
| Invesco | 10.32M | 3.12% | $384.38M |
| Centersquare investment management | 8.80M | 2.66% | $327.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nekton capital | 132.56K | 10.00% | $4.94M |
| Hgi capital management | 45.54K | 4.66% | $1.70M |
| Presima securities ulc | 435.40K | 4.46% | $16.22M |
| Sophron capital management | 287.35K | 3.30% | $10.71M |
| Centersquare investment management | 8.80M | 3.29% | $327.75M |
| Gsi capital advisors | 138.20K | 2.91% | $5.15M |
| Graham capital wealth management | 64.98K | 2.47% | $2.42M |
| Pggm investments | 3.98M | 2.40% | $148.27M |
| Cbre investment management listed real assets | 4.37M | 2.32% | $162.70M |
| Corsicana | 110.71K | 2.32% | $4.13B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 29.34M | 0.17% | 29.34M |
| Prudential financial | 4.01M | 0.18% | 3.51M |
| Cbre investment management listed real assets | 4.37M | 2.32% | 1.22M |
| Qube research | 1.32M | 0.05% | 882.99K |
| Fmr | 15.81M | 0.03% | 809.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 9.58K | 0.00% | -3.75M |
| Blackrock | 31.86M | 0.03% | -2.91M |
| Capital research global investors | 14.49M | 0.10% | -1.58M |
| Woodline partners lp | 39.78K | 0.01% | -1.55M |
| Millennium management | 1.98M | 0.04% | -1.44M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 29.34M | 0.17% | 29.34M | $1.27B |
| Axa investment managers | 364.65K | 0.04% | 364.65K | $13.59M |
| Lighthouse investment partners | 341.00K | 0.39% | 341.00K | $12.71M |
| Scout investments | 320.84K | 0.35% | 320.84K | $13.20M |
| Gsi capital advisors | 138.20K | 2.91% | 138.20K | $5.15M |
Sold Out
| Holder | Change |
|---|---|
| Kiker wealth management | -1.00 |
| Mendota financial group | -2.00 |
| Hhm wealth advisors | -2.00 |
| Westend advisors | -2.00 |
| Ruedi wealth management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 488 | -6.15% | 301,435,756 | -8.96% | 91 | 0.91% | 212 | -22.34% | 191 | 11.70% |
| Jun 30, 2025 | 513 | 1.79% | 330,977,157 | 9.08% | 100 | 1.19% | 270 | 6.30% | 167 | 2.45% |
| Mar 31, 2025 | 493 | -2.95% | 302,199,220 | -9.09% | 91 | 0.90% | 250 | - | 160 | -4.76% |
| Dec 31, 2024 | 395 | -21.00% | 286,754,142 | -4.39% | 87 | 1.05% | 191 | -20.08% | 129 | -25.00% |
| Sep 30, 2024 | 494 | 2.70% | 299,563,990 | -7.21% | 90 | 0.94% | 237 | -5.58% | 169 | 9.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 11.69M | 3.53% | 14.29K |
| Vanguard US Total Market Shares ETF | 10.44M | 3.15% | 6.80K |
| Vanguard Total Stock Mkt Idx Inv | 10.39M | 3.14% | -263.20K |
| American Funds Income Fund of Amer A | 9.09M | 2.75% | 534.89K |
| Vanguard Institutional 500 Index Trust | 8.57M | 2.59% | 65.45K |
| Vanguard Small Cap Index | 8.04M | 2.43% | -52.56K |
| Vanguard 500 Index Investor | 7.46M | 2.25% | -1.09M |
| Fidelity US REIT Mother Fund | 6.19M | 1.87% | 812.80K |
| AMOne Shinko US-REIT Open | 5.43M | 1.65% | 3.05M |
| Daiwa US-REIT Open Mother Fund | 4.84M | 1.46% | 131.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2025 | TOOMEY THOMAS W | Chairman and CEO | Sell | $1.07M |
| Jun 07, 2024 | TOOMEY THOMAS W | Chairman and CEO | Sell | $3.56M |
| May 10, 2024 | Lacy Michael D | SVP-Property Operations | Sell | $171.76K |
| Dec 26, 2023 | TOOMEY THOMAS W | Chairman and CEO | Sell | $1.71M |
| Nov 23, 2022 | TOOMEY THOMAS W | Chairman and CEO | Sell | $808.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
UDR Ownership FAQ
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