UDR Ownership | Who Owns UDR?

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UDR Ownership Summary

UDR is owned by 90.94% institutional investors, 0.49% insiders, and 8.57% retail investors. Vanguard group is the largest institutional shareholder, holding 15.37% of UDR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.73% of its assets in UDR shares.

UDR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UDR	90.94%	0.49%	8.57%
Sector	Real Estate Stocks	63.99%	7.35%	28.66%
Industry	Residential REIT Stocks	77.83%	4.68%	17.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	50.55M	15.37%	$2.08B
Blackrock	31.86M	9.69%	$1.31B
Cohen & steers	29.39M	8.94%	$1.21B
Norges bank	27.89M	8.48%	$1.15B
State street	20.78M	6.32%	$855.18M
Centersquare investment management	10.88M	3.31%	$447.55M
Fmr	9.93M	3.02%	$408.59M
Geode capital management	7.73M	2.35%	$317.35M
Jpmorgan chase	7.35M	2.23%	$302.40M
Wellington management group llp	7.13M	2.17%	$293.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Centersquare investment management	10.88M	4.84%	$447.55M
Presima securities ulc	515.42K	4.72%	$21.21M
Aew capital management l p	2.25M	4.47%	$92.44M
Heitman real estate securities	1.69M	4.39%	$69.36M
B&i capital	256.77K	3.38%	$10.57M
Lasalle investment management securities	1.61M	2.84%	$66.39M
Dover advisors	101.58K	2.58%	$4.18M
Cohen & steers	29.39M	2.53%	$1.21B
Aurora investment managers, llc.	79.98K	2.36%	$3.29M
Vert asset management	129.24K	2.12%	$5.32M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	27.89M	0.17%	27.89M
Jpmorgan chase	7.35M	0.02%	4.44M
Millennium management	3.50M	0.07%	1.87M
Heitman real estate securities	1.69M	4.39%	1.69M
Centersquare investment management	10.88M	4.84%	1.33M

Top Sellers

Holder	Shares	% Assets	Change
Invesco	5.52M	0.05%	-10.18M
Blackrock	31.86M	0.03%	-2.91M
Ubs asset management americas	320.79K	0.00%	-2.47M
Balyasny asset management	1.76M	0.13%	-1.47M
Waterfront capital partners	-	-	-1.12M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	27.89M	0.17%	27.89M	$1.15B
Apg asset management us	550.00K	0.13%	550.00K	$22.57M
Scout investments	320.84K	0.35%	320.84K	$13.20M
Lighthouse investment partners	260.00K	0.43%	260.00K	$10.70M
Hudson bay capital management lp	247.18K	0.05%	247.18K	$10.17M

Sold Out

Holder	Change
Ruedi wealth management	-2.00
Jfs wealth advisors	-3.00
Valued wealth advisors	-4.00
Harbor investment advisory	-4.00
Redwood wealth management group	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	494	2.70%	299,563,990	-7.21%	90	0.94%	237	-5.58%	169	9.74%
Jun 30, 2024	474	4.64%	322,688,554	8.06%	98	1.19%	250	10.13%	153	-
Mar 31, 2024	453	-1.95%	298,619,212	-7.07%	90	0.95%	227	-0.87%	153	-7.83%
Dec 31, 2023	462	2.90%	321,346,171	9.01%	97	1.22%	229	11.16%	166	1.84%
Sep 30, 2023	449	1.58%	294,793,969	-9.82%	89	0.91%	206	10.16%	163	-3.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	12.32M	3.73%	-33.44K
Vanguard Total Stock Mkt Idx Inv	10.41M	3.15%	-27.83K
Vanguard Institutional 500 Index Trust	7.95M	2.41%	91.44K
AMOne Shinko US-REIT Open	5.43M	1.65%	3.05M
Daiwa US-REIT Open Mother Fund	5.14M	1.56%	1.26M
Fidelity US REIT Mother Fund	5.06M	1.53%	-1.11M
Cohen & Steers Real Estate Opportunities	4.17M	1.27%	-
Cohen & Steers Real Estate Securities A	4.17M	1.27%	-
Vanguard Windsor Investor Shares	4.16M	1.26%	-134.62K
Vanguard Small Cap Index	4.14M	1.25%	8.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 11, 2021	ALCOCK HARRY G	SVP-Chief Investment Officer	Sell	$940.10K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	2
2024 Q1	-	-
2023 Q4	-	1
2023 Q3	-	-

UDR Ownership FAQ

Who Owns UDR?

UDR shareholders are primarily institutional investors at 90.94%, followed by 0.49% insiders and 8.57% retail investors. The average institutional ownership in UDR's industry, Residential REIT Stocks , is 77.83%, which UDR exceeds.

Who owns the most shares of UDR?

UDR’s largest shareholders are Vanguard group (50.55M shares, 15.37%), Blackrock (31.86M shares, 9.69%), and Cohen & steers (29.39M shares, 8.94%). Together, they hold 34.00% of UDR’s total shares outstanding.

Does Blackrock own UDR?

Yes, BlackRock owns 9.69% of UDR, totaling 31.86M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.31B$. In the last quarter, BlackRock decreased its holdings by -2.905M shares, a -8.36% change.

Who is UDR’s biggest shareholder by percentage of total assets invested?

Centersquare investment management is UDR’s biggest shareholder by percentage of total assets invested, with 4.84% of its assets in 10.88M UDR shares, valued at 447.55M$.

Who is the top mutual fund holder of UDR shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of UDR shares, with 3.73% of its total shares outstanding invested in 12.32M UDR shares.

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