UDR Ownership | Who Owns UDR?
UDR Ownership Summary
UDR is owned by 59.48% institutional investors, 0.44% insiders, and 40.08% retail investors. Vanguard group is the largest institutional shareholder, holding 14.12% of UDR shares. Capital Group American Mutual Comp is the top mutual fund, with 4.28% of its assets in UDR shares.
UDR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UDR | 59.48% | 0.44% | 40.08% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Residential REIT Stocks | 47.94% | 6.24% | 45.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 49.90M | 14.12% | $1.83B |
| Blackrock funding, inc. /de | 36.18M | 10.95% | $1.22B |
| Blackrock | 31.86M | 9.69% | $1.31B |
| Norges bank | 29.49M | 8.93% | $1.08B |
| Capital research global investors | 25.63M | 7.76% | $865.67M |
| State street | 21.56M | 6.53% | $728.16M |
| Cohen & steers | 20.77M | 6.29% | $701.45M |
| Fmr | 13.70M | 4.15% | $462.85M |
| Invesco | 13.70M | 4.15% | $462.82M |
| Geode capital management | 8.75M | 2.65% | $294.67M |
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 |
| Sophron capital management | 385.81K | 3.84% | $13.03M |
| Presima securities ulc | 188.94K | 3.58% | $6.38M |
| Corsicana | 110.71K | 3.17% | $5.00M |
| Centersquare investment management | 8.37M | 2.92% | $282.74M |
| Grs advisors | 815.63K | 2.72% | $27.55M |
| Pggm investments | 3.47M | 2.05% | $117.19M |
| Hazelview securities | 325.58K | 2.05% | $11.00M |
| Callodine capital management, lp | 833.92K | 1.97% | $28.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 29.49M | 0.12% | 29.49M |
| Capital research global investors | 25.63M | 0.13% | 11.37M |
| Invesco | 13.70M | 0.07% | 3.42M |
| Citadel advisors | 3.48M | 0.02% | 3.12M |
| Ubs asset management americas | 2.93M | 0.02% | 2.92M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rush island management, lp | - | - | -3.57M |
| Cohen & steers | 20.77M | 1.22% | -3.50M |
| Blackrock | 31.86M | 0.03% | -2.91M |
| Cbre investment management listed real assets | 2.54M | 1.27% | -2.15M |
| Blackrock funding, inc. /de | 36.18M | 0.02% | -1.09M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 29.49M | 0.12% | 29.49M | $1.08B |
| Vanguard fiduciary trust | 1.72M | 0.01% | 1.72M | $58.14M |
| Vanguard global advisers | 629.12K | 0.01% | 629.12K | $21.25M |
| Vanguard investments australia | 365.92K | 0.04% | 365.92K | $12.36M |
| Axa investment managers | 364.65K | 0.04% | 364.65K | $13.59M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 383 | -27.87% | 196,486,480 | -42.51% | 59 | 0.55% | 170 | -32.27% | 134 | -31.28% |
| Dec 31, 2025 | 424 | -16.86% | 279,795,071 | -7.52% | 79 | 0.95% | 189 | -14.09% | 162 | -20.20% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group American Mutual Comp | 13.94M | 4.28% | 9.64M |
| American Funds American Mutual A | 13.94M | 4.28% | 9.64M |
| Vanguard Real Estate Index Investor | 11.65M | 3.58% | -38.18K |
| Vanguard Total Stock Mkt Idx Inv | 10.46M | 3.22% | 43.15K |
| Vanguard US Total Market Shares ETF | 10.44M | 3.15% | 6.80K |
| Vanguard Institutional 500 Index Trust | 8.57M | 2.59% | 65.45K |
| Vanguard 500 Index Investor | 7.80M | 2.40% | 141.92K |
| Vanguard Small Cap Index | 7.57M | 2.33% | -16.53K |
| Fidelity US REIT Mother Fund | 6.19M | 1.87% | 812.80K |
| American Funds Invmt Co of Amer A | 5.40M | 1.66% | 5.40M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2026 | TOOMEY THOMAS W | Chairman, President and CEO | Sell | $3.14M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
UDR Ownership FAQ
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