Public record / Tickers / UDR

UDR — UDR, Inc.†

Both disclosure regimes on one name: who in Congress filed about UDR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming UDR
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
467
top-467 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Julie Johnson · $1.0K–$15.0K

SELL · traded 2025-09-23 → filed 2026-08-05. Ranked over every UDR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UDR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UDR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32BUY JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2025-10-07Julie Johnson D–TX-32SELL JT (jointly owned)Traded 09-25 +12d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in UDR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing UDR in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · UDR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UDR INC

Merged timeline of congressional filings and notable-manager moves on UDR
DateWhoChangeSize
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+214,833 sh
2026-05-15Bridgewater Associates 13FNEW+15,573 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UDR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$887M1
3Capital Research Global Investors$866M1
4STATE STREET CORP$728M1
5VANGUARD CAPITAL MANAGEMENT LLC$691M1
6FMR LLC$463M1
7Invesco Ltd.$463M1
8GEODE CAPITAL MANAGEMENT, LLC$295M1
9CENTERSQUARE INVESTMENT MANAGEMENT LLC$283M1
10WELLINGTON MANAGEMENT GROUP LLP$219M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$169M1
12DIMENSIONAL FUND ADVISORS LP$164M1
13NORTHERN TRUST CORP$154M1
14Daiwa Securities Group Inc.$150M1
15MORGAN STANLEY$120M1
16CITADEL ADVISORS LLC$118M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$98.9M1
18BALYASNY ASSET MANAGEMENT L.P.$93.4M1
19Legal & General Group Plc$89.3M1
20CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$85.7M1
21PRUDENTIAL FINANCIAL INC$84.8M1
22Bank of New York Mellon Corp$75.0M1
23Sumitomo Mitsui Trust Group, Inc.$72.9M1
24UBS Group AG$68.6M1
25Woodline Partners LP$62.2M1
26VANGUARD FIDUCIARY TRUST CO$58.1M1
27MILLENNIUM MANAGEMENT LLC$45.8M1
28RENAISSANCE TECHNOLOGIES LLC$42.3M1
29DEUTSCHE BANK AG\$41.3M1
30TEACHER RETIREMENT SYSTEM OF TEXAS$40.4M1
31HSBC HOLDINGS PLC$40.0M1
32BANK OF AMERICA CORP /DE/$39.8M1
33ALLIANCEBERNSTEIN L.P.$39.3M1
34AMERIPRISE FINANCIAL INC$36.9M1
35Amundi$36.3M1
36FIRST TRUST ADVISORS LP$35.2M1
37SEI INVESTMENTS CO$33.2M1
38Swiss National Bank$31.1M1
39Mitsubishi UFJ Asset Management Co., Ltd.$31.1M1
40CITIGROUP INC$30.2M1
41APG Asset Management US Inc.$28.4M1
42Callodine Capital Management, LP$28.2M1
43GRS Advisors, LLC$27.6M1
44Hudson Bay Capital Management LP$26.7M1
45BAMCO INC /NY/$26.1M1
46Apollo Management Holdings, L.P.$25.5M1
47Freestone Grove Partners LP$24.9M1
48Nuveen, LLC$24.7M1
49Investure, LLC$23.0M1
50SCHRODER INVESTMENT MANAGEMENT GROUP$22.3M1
51BANK OF MONTREAL /CAN/$22.0M1
52ExodusPoint Capital Management, LP$21.5M1
53Vanguard Global Advisers, LLC$21.3M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$21.1M1
55Gotham Asset Management, LLC$20.5M1
56Asset Management One Co., Ltd.$20.1M1
57NOMURA ASSET MANAGEMENT CO LTD$19.5M1
58Universal- Beteiligungs- und Servicegesellschaft mbH$18.3M1
59ADAGE CAPITAL PARTNERS GP, L.L.C.$17.5M1
60Allianz Asset Management GmbH$16.8M1
61PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.1M1
62STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
63PRINCIPAL FINANCIAL GROUP INC$14.8M1
64RAYMOND JAMES FINANCIAL INC$14.5M1
65AQR CAPITAL MANAGEMENT LLC$14.2M1
66Lighthouse Investment Partners, LLC$13.3M1
67Sophron Capital Management L.P.$13.0M1
68Vanguard Investments Australia, Ltd.$12.4M1
69JANE STREET GROUP, LLC$12.2M1
70PACIFIC HEIGHTS ASSET MANAGEMENT LLC$11.8M1
71ROYAL BANK OF CANADA$11.2M1
72Hazelview Securities Inc.$11.0M1
73State of New Jersey Common Pension Fund D$10.9M1
74Korea Investment CORP$10.5M1
75Chevy Chase Trust Holdings, LLC$10.5M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.4M1
77DANSKE BANK A/S$9.6M1
78Zurcher Kantonalbank (Zurich Cantonalbank)$9.0M1
79Point72 Asset Management, L.P.$9.0M1
80NISA INVESTMENT ADVISORS, LLC$8.6M1
81OMERS ADMINISTRATION Corp$8.4M1
82CIBC WORLD MARKET INC.$8.3M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
84Bayhunt Capital LLC$8.1M1
85Retirement Systems of Alabama$7.8M1
86HUDSON EDGE INVESTMENT PARTNERS INC.$7.7M1
87Quantinno Capital Management LP$7.5M1
88MACQUARIE GROUP LTD$7.5M1
89COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.4M1
90AVIVA PLC$7.4M1
91CARRONADE CAPITAL MANAGEMENT, LP$7.0M1
92Danica Pension, Livsforsikringsaktieselskab$6.9M1
93HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.8M1
94EVERGREEN CAPITAL MANAGEMENT LLC$6.8M1
95ABC ARBITRAGE SA$6.6M1
96MANNING & NAPIER ADVISORS LLC$6.4M1
97Presima Securities ULC$6.4M1
98BOOTHBAY FUND MANAGEMENT, LLC$6.3M1
99Resona Asset Management Co.,Ltd.$6.1M1
100NEW YORK STATE COMMON RETIREMENT FUND$5.9M1
101CIBC Bancorp USA Inc.$5.8M1
102Connor, Clark & Lunn Investment Management Ltd.$5.7M1
103VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
104EXCHANGE TRADED CONCEPTS, LLC$5.5M1
105AEW CAPITAL MANAGEMENT L P$5.4M1
106XTX Topco Ltd$5.3M1
107Aberdeen Group plc$5.2M1
108Vert Asset Management LLC$5.2M1
109TD ASSET MANAGEMENT INC$5.0M1
110Corsicana & Co.$5.0M1
111Cerity Partners LLC$4.8M1
112LPL Financial LLC$4.8M1
113Calamos Advisors LLC$4.7M1
114BNP Paribas Asset Management Holding S.A.$4.6M1
115AMERICAN CENTURY COMPANIES INC$4.6M1
116WELLS FARGO & COMPANY/MN$4.6M1
117FIL Ltd$4.6M1
118Cander Asset Management LP$4.5M1
119Metis Global Partners, LLC$4.5M1
120Investment Management Corp of Ontario$4.5M1
121TORONTO DOMINION BANK$4.4M1
122Pictet Asset Management Holding SA$4.4M1
123APG Asset Management N.V.$4.3M1
124Mitsubishi UFJ Trust & Banking Corp$4.1M1
125KLP KAPITALFORVALTNING AS$4.1M1
126UniSuper Management Pty Ltd$4.0M1
127Holocene Advisors, LP$3.8M1
128Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
129ADVOCATE GROUP LLC$3.5M1
130IFM Investors Pty Ltd$3.5M1
131NEOS Investment Management LLC$3.5M1
132LBP AM SA$3.5M1
133Oak Thistle LLC$3.3M1
134NATIONAL BANK OF CANADA /FI/$3.3M1
135BANK OF NOVA SCOTIA$3.3M1
136ProShare Advisors LLC$3.2M1
137Tredje AP-fonden$3.2M1
138STOREBRAND ASSET MANAGEMENT AS$3.1M1
139Squarepoint Ops LLC$3.1M1
140NISSAY ASSET MANAGEMENT CORP /JAPAN$3.0M1
141PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
142Arizona State Retirement System$2.9M1
143Janus Henderson Group Ltd.$2.8M1
144SEB Asset Management AB$2.8M1
145Czech National Bank$2.8M1
146ENVESTNET ASSET MANAGEMENT INC$2.7M1
147NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
149MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
150WOLVERINE ASSET MANAGEMENT LLC$2.5M1
151Mirae Asset Global Investments Co., Ltd.$2.5M1
152CIBC Asset Management Inc$2.5M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.4M1
154Consolidated Investment Group LLC$2.4M1
155Creative Planning$2.4M1
156DOVER ADVISORS, LLC$2.3M1
157DIMENSION CAPITAL MANAGEMENT LLC$2.2M1
158ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.1M1
159VOYA INVESTMENT MANAGEMENT LLC$2.1M1
160XPONANCE LLC$2.1M1
161Federation des caisses Desjardins du Quebec$2.0M1
162Inspire Investing, LLC$2.0M1
163New Age Alpha Advisors, LLC$1.9M1
164MERCER GLOBAL ADVISORS INC /ADV$1.9M1
165Verition Fund Management LLC$1.8M1
166DnB Asset Management AS$1.8M1
167Utah Retirement Systems$1.8M1
168Ensign Peak Advisors, Inc$1.8M1
169COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
170Swedbank AB$1.6M1
171Summit Trail Advisors, LLC$1.6M1
172Telos Capital Management, Inc.$1.6M1
173Swiss Life Asset Management Ltd$1.5M1
174Rakuten Investment Management, Inc.$1.5M1
175VICTORY CAPITAL MANAGEMENT INC$1.5M1
176SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
177Atlantic Union Bankshares Corp$1.5M1
178BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
179Eurizon Capital SGR S.p.A.$1.4M1
180HighTower Advisors, LLC$1.4M1
181SummitTX Capital, L.P.$1.4M1
182Bleakley Financial Group, LLC$1.3M1
183Focus Partners Wealth$1.3M1
184Vanguard Personalized Indexing Management, LLC$1.3M1
185MACKENZIE FINANCIAL CORP$1.2M1
186FRANKLIN RESOURCES INC$1.2M1
187M&T BANK CORP$1.2M1
188OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
189S-Bank Fund Management Ltd$1.2M1
190Norinchukin Bank, The$1.1M1
191NORDEA INVESTMENT MANAGEMENT AB$1.1M1
192GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$1.1M1
193MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
194IEQ CAPITAL, LLC$1.1M1
195OP Asset Management Ltd$1.1M1
196INTECH INVESTMENT MANAGEMENT LLC$1.0M1
197Cetera Investment Advisers$1.0M1
198GeoWealth Management, LLC$1.0M1
199Rafferty Asset Management, LLC$1000K1
200Brookstone Capital Management$992K1
201Polymer Capital Management (US) LLC$965K1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$953K1
203Tidal Investments LLC$908K1
204Corient Private Wealth LLC$881K1
205Kepler Cheuvreux (Suisse) SA$857K1
206MQS Management LLC$857K1
207Brooklyn Investment Group$856K1
208BROWN ADVISORY INC$802K1
209LONDON CO OF VIRGINIA$790K1
210Harvest Portfolios Group Inc.$774K1
211DAVENPORT & Co LLC$749K1
212OSAIC HOLDINGS, INC.$741K1
213FIFTH THIRD BANCORP$734K1
214COHEN & STEERS, INC.$701K1
215Ethic Inc.$698K1
216Atom Investors LP$690K1
217Havemeyer Place LP$684K1
218NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$683K1
219Generali Asset Management SPA SGR$674K1
220National Pension Service$663K1
221Tower Research Capital LLC (TRC)$647K1
222MIZUHO SECURITIES USA LLC$614K1
223Atria Investments, Inc$613K1
224WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$612K1
225VARCOV Co.$612K1
226OPPENHEIMER ASSET MANAGEMENT INC.$611K1
227KEYBANK NATIONAL ASSOCIATION/OH$602K1
228LONGFELLOW INVESTMENT MANAGEMENT CO LLC$593K1
229Pathstone Holdings, LLC$591K1
230UNITED CAPITAL FINANCIAL ADVISORS, LLC$590K1
231Vident Advisory, LLC$588K1
232Rockefeller Capital Management L.P.$578K1
233Bayesian Capital Management, LP$574K1
234PRUDENTIAL PLC$568K1
235PACIFIC SUN FINANCIAL CORP$536K1
236Bridgewater Associates, LP$526K1
237DoubleLine ETF Adviser LP$525K1
238Maryland State Retirement & Pension System$518K1
239TOKIO MARINE ASSET MANAGEMENT CO LTD$515K1
240Naviter Wealth, LLC$513K1
241Crossmark Global Holdings, Inc.$513K1
242Clearstead Advisors, LLC$497K1
243DRW Securities, LLC$485K1
244QUADRANT CAPITAL GROUP LLC$483K1
245Allspring Global Investments Holdings, LLC$467K1
246Blueshift Asset Management, LLC$462K1
247Sanctuary Advisors, LLC$439K1
248CWM, LLC$423K1
249MUFG Securities EMEA plc$418K1
250Partners in Financial Planning$418K1
251Frec Markets, Inc.$406K1
252ASR Vermogensbeheer N.V.$401K1
253Hummer Financial Advisory Services Inc$396K1
254Saudi Central Bank$391K1
255GTS SECURITIES LLC$380K1
256State of Wyoming$378K1
257ABN AMRO INVESTMENT SOLUTIONS$373K1
258SNOWWATER INVESTMENT PARTNERS, LLC$367K1
259E. Ohman J:or Asset Management AB$366K1
260TWO SIGMA SECURITIES, LLC$363K1
261Jefferies Financial Group Inc.$347K1
262CPA Asset Management Group, LLC$343K1
263Ackerman Capital Advisors, LLC$339K1
264BOK Financial Private Wealth, Inc.$334K1
265Wealthfront Advisers LLC$331K1
266Farringdon Capital, Ltd.$327K1
267North Dakota State Investment Board$326K1
268NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$325K1
269NOMURA HOLDINGS INC$321K1
270STIFEL FINANCIAL CORP$318K1
271GROUPAMA ASSET MANAGMENT$313K1
272BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$305K1
273CREDIT AGRICOLE S A$305K1
274Capula Management Ltd$301K1
275Sequoia Financial Advisors, LLC$300K1
276Carnegie Investment Counsel$296K1
277Medallion Wealth Advisors, LLC$285K1
278MUFG SECURITIES AMERICAS INC.$281K1
279HB Wealth Management, LLC$275K1
280SECURIAN ASSET MANAGEMENT, INC$273K1
281LOWE BROCKENBROUGH & CO INC$270K1
282CAPITAL MANAGEMENT CORP /VA$253K1
283Capital International Sarl$251K1
284M&G Plc$246K1
285B. Metzler seel. Sohn & Co. AG$243K1
286GATEWAY INVESTMENT ADVISERS LLC$241K1
287Advisory Alpha, LLC$238K1
288Aprio Wealth Management, LLC$236K1
289Compound Planning, Inc.$234K1
290TT Capital Management LLC$233K1
291One Capital Management, LLC$231K1
292PATTON FUND MANAGEMENT, INC.$229K1
293Integrity Wealth Solutions LLC$229K1
294ROYAL LONDON ASSET MANAGEMENT LTD$226K1
295GUGGENHEIM CAPITAL LLC$224K1
296D. E. Shaw & Co., Inc.$221K1
297Verus Financial Partners, Inc.$219K1
298IRON Financial LLC$214K1
299ALPS ADVISORS INC$211K1
300WINEBRENNER CAPITAL MANAGEMENT LLC$203K1
301Caitong International Asset Management Co., Ltd$194K1
302Arax Advisory Partners$188K1
303TEMA ETFS LLC$183K1
304Cetera Trust Company, N.A$176K1
305Livforsakringsbolaget Skandia, Omsesidigt$148K1
306Siemens Fonds Invest GmbH$145K1
307WESTPAC BANKING CORP$128K1
308Quarry LP$119K1
309US BANCORP \DE\$116K1
310SIGNATUREFD, LLC$115K1
311Steward Partners Investment Advisory, LLC$112K1
312Ameritas Investment Partners, Inc.$96.1K1
313Y.D. More Investments Ltd$91.4K1
314Allworth Financial LP$78.5K1
315Addison Advisors LLC$60.1K1
316MATHER GROUP, LLC.$52.9K1
317TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$52.4K1
318SALEM INVESTMENT COUNSELORS INC$45.6K1
319Glen Eagle Advisors, LLC$43.8K1
320MAI Capital Management$42.7K1
321FEDERATED HERMES, INC.$42.6K1
322UMB Bank, n.a.$40.5K1
323PRIVATE TRUST CO NA$36.6K1
324ALBION FINANCIAL GROUP /UT$33.8K1
325Cromwell Holdings LLC$31.1K1
326GROUP ONE TRADING LLC$29.3K1
327CYBER HORNET ETFs LLC$28.3K1
328ASSETMARK, INC$25.3K1
329Smartleaf Asset Management LLC$25.0K1
330Pinnacle Wealth Planning Services, Inc.$24.7K1
331WEBSTER BANK, N. A.$21.9K1
332CANADA LIFE ASSURANCE Co$21.1K1
333TD Capital Management LLC$20.3K1
334NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.7K1
335INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$17.1K1
336DUNCKER STREETT & CO INC$16.9K1
337Owl Creek Wealth Partners LLC$16.7K1
338SHP Wealth Management$15.6K1
339Crews Bank & Trust$15.0K1
340JNBA Financial Advisors$13.9K1
341Parkside Financial Bank & Trust$12.2K1
342Gold Investment Management Ltd.$11.8K1
343Manchester Capital Management LLC$10.7K1
344TRUST CO OF TOLEDO NA /OH/$10.5K1
345NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.3K1
346CENTRAL TRUST Co$8.4K1
347DT Investment Partners, LLC$7.6K1
348MBM WEALTH CONSULTANTS, LLC$7.3K1
349DekaBank Deutsche Girozentrale$7.2K1
350VAN ECK ASSOCIATES CORP$6.8K1
351Geneos Wealth Management Inc.$6.8K1
352Bayforest Capital Ltd$6.7K1
353State of Alaska, Department of Revenue$6.5K1
354FARMERS & MERCHANTS INVESTMENTS INC$6.5K1
355Dogwood Wealth Management LLC$5.8K1
356Larson Financial Group LLC$5.7K1
357WOLFF WIESE MAGANA LLC$4.9K1
358Treasurer of the State of North Carolina$4.8K1
359Kilter Group LLC$4.6K1
360Investors Research Corp$4.4K1
361CVA Family Office, LLC$3.4K1
362THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
363Private Wealth Management Group, LLC$2.6K1
364Annis Gardner Whiting Capital Advisors, LLC$2.5K1
365SouthState Bank Corp$2.3K1
366Ilmarinen Mutual Pension Insurance Co$2.3K1
367Vestcor Inc$2.2K1
368Blue Trust, Inc.$2.2K1
369MV CAPITAL MANAGEMENT, INC.$2.2K1
370NATIXIS ADVISORS, LLC$2.1K1
371ELEVATION WEALTH PARTNERS, LLC$2.0K1
372Physician Wealth Advisors, Inc.$2.0K1
373KBC Group NV$2.0K1
374AMALGAMATED BANK$1.9K1
375Clayton Financial Group LLC$1.8K1
376Westside Investment Management, Inc.$1.8K1
377SUMMIT SECURITIES GROUP LLC$1.7K1
378Aurora Investment Managers, LLC.$1.5K1
379JPL Wealth Management, LLC$1.2K1
380Spire Wealth Management$1.2K1
381iA Global Asset Management Inc.$1.1K1
382Johnson Financial Group, Inc.$1.1K1
383TFC Financial Management, Inc.$1.1K1
384Keating Financial Advisory Services, Inc.$1.1K1
385PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$9911
386Intentional Wealth Strategies, LLC$8781
387Quaker Wealth Management, LLC$8111
388Harbor Asset Planning, Inc.$8111
389TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7951
390Abound Wealth Management$7841
391Destiny Wealth Partners, LLC$6761
392Transamerica Financial Advisors, LLC$6411
393American Capital Advisory, LLC$5411
394Signature Resources Capital Management, LLC$5401
395Sachetta, LLC$5071
396Rialto Wealth Management, LLC$5071
397Penserra Capital Management LLC$5041
398Salomon & Ludwin, LLC$4851
399Bell Investment Advisors, Inc$4731
400Activest Wealth Management$3041
401Synergy Investment Management, LLC$3041
402THOMPSON SIEGEL & WALMSLEY LLC$3011
403STEVENS CAPITAL MANAGEMENT LP$2561
404Clark Wealth Partners$1361
405MEEDER ASSET MANAGEMENT INC$341
4063 FACTOR INDEXING, LLC$341
407Smithfield Trust Co$31
408Avion Wealth$01
409VANGUARD GROUP INC— value not disclosed1
410HARBOUR INVESTMENTS, INC.— value not disclosed1
411HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
412FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC— value not disclosed1
413LEAVELL INVESTMENT MANAGEMENT, INC.— value not disclosed1
4141832 Asset Management L.P.— value not disclosed1
415VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
416CIBC WORLD MARKETS CORP— value not disclosed1
417COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
418TCV Trust & Wealth Management, Inc.— value not disclosed1
419NATIXIS— value not disclosed1
420CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
421CIBC Private Wealth Group LLC— value not disclosed1
422NORGES BANK— value not disclosed1
423HBK Sorce Advisory LLC— value not disclosed1
424PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
425PEAK6 LLC— value not disclosed1
426Alyeska Investment Group, L.P.— value not disclosed1
427Brevan Howard Capital Management LP— value not disclosed1
428TOBAM— value not disclosed1
429Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
430Andra AP-fonden— value not disclosed1
431LMR Partners LLP— value not disclosed1
432FORSTA AP-FONDEN— value not disclosed1
433FINANCIAL CONSULATE, INC— value not disclosed1
434Versor Investments LP— value not disclosed1
435DigitalBridge Group, Inc.— value not disclosed1
436Harvest Fund Management Co., Ltd— value not disclosed1
437AlphaCore Capital LLC— value not disclosed1
438DV Trading LLC— value not disclosed1
439Bridgefront Capital, LLC— value not disclosed1
440Qube Research & Technologies Ltd— value not disclosed1
441Chesapeake Wealth Management— value not disclosed1
442Luken Investment Analytics, LLC— value not disclosed1
443RUSH ISLAND MANAGEMENT, LP— value not disclosed1
444WORLDQUANT MILLENNIUM ADVISORS LLC— value not disclosed1
445Global Retirement Partners, LLC— value not disclosed1
446Cresset Asset Management, LLC— value not disclosed1
447Prestige Wealth Management Group LLC— value not disclosed1
448Masterton Capital Management, LP— value not disclosed1
449Kestra Advisory Services, LLC— value not disclosed1
450AlTi Global, Inc.— value not disclosed1
451DV EQUITIES, LLC— value not disclosed1
452B&I Capital AG— value not disclosed1
453Conversant Capital LLC— value not disclosed1
454Invst, LLC— value not disclosed1
455Private Wealth Asset Management, LLC— value not disclosed1
456AlphaQuest LLC— value not disclosed1
457SageView Advisory Group, LLC— value not disclosed1
458Cape Investment Advisory, Inc.— value not disclosed1
459Dunhill Financial, LLC— value not disclosed1
460Turning Point Benefit Group, Inc.— value not disclosed1
461Abel Hall, LLC— value not disclosed1
462IMG Wealth Management, Inc.— value not disclosed1
463Wealth Watch Advisors, INC— value not disclosed1
464Aster Capital Management (DIFC) Ltd— value not disclosed1
465Murphy & Mullick Capital Management Corp— value not disclosed1
466MidFirst Bank— value not disclosed1
467Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 408 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UDR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming UDR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for UDR · financials and macro

Financials — as filed PLANNED

UDR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UDR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing