UDR Ownership | Who Owns UDR?
UDR Ownership Summary
UDR is owned by 87.05% institutional investors, 0.65% insiders, and 12.30% retail investors. Vanguard group is the largest institutional shareholder, holding 15.42% of UDR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.62% of its assets in UDR shares.
UDR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UDR | 87.05% | 0.65% | 12.30% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Residential REIT Stocks | 65.31% | 5.00% | 29.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 50.81M | 15.42% | $2.21B |
| Blackrock funding, inc. /de | 33.32M | 10.12% | $1.45B |
| Blackrock | 31.86M | 9.69% | $1.31B |
| Cohen & steers | 30.59M | 9.29% | $1.33B |
| Norges bank | 29.34M | 8.91% | $1.27B |
| State street | 20.78M | 6.32% | $855.18M |
| Capital research global investors | 13.06M | 3.96% | $566.94M |
| Fmr | 12.59M | 3.82% | $546.64M |
| Centersquare investment management | 8.99M | 2.73% | $390.40M |
| Geode capital management | 7.92M | 2.41% | $343.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Presima securities ulc | 496.12K | 5.30% | $21.54M |
| Waterfront capital partners | 616.03K | 4.91% | $26.74M |
| Centersquare investment management | 8.99M | 4.12% | $390.40M |
| B&i capital | 233.82K | 3.31% | $10.15M |
| Gsi capital advisors | 138.53K | 3.18% | $6.01M |
| Cohen & steers | 30.59M | 2.51% | $1.33B |
| Dover advisors | 100.97K | 2.51% | $4.38M |
| Aurora investment managers, llc. | 91.07K | 2.48% | $3.95M |
| Lasalle investment management securities | 1.30M | 2.38% | $56.37M |
| Graham capital wealth management | 63.24K | 2.37% | $2.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 29.34M | 0.17% | 29.34M |
| Capital research global investors | 13.06M | 0.12% | 5.10M |
| Invesco | 7.54M | 0.06% | 3.61M |
| Fmr | 12.59M | 0.03% | 1.19M |
| Blackrock funding, inc. /de | 33.32M | 0.03% | 772.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 31.86M | 0.03% | -2.91M |
| Aew capital management l p | 243.37K | 0.51% | -1.94M |
| Millennium management | 1.98M | 0.04% | -1.44M |
| Heitman real estate securities | - | - | -1.03M |
| Ranger global real estate advisors | - | - | -1.03M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 29.34M | 0.17% | 29.34M | $1.27B |
| Raymond james financial | 522.03K | 0.01% | 522.03K | $22.66M |
| Scout investments | 320.84K | 0.35% | 320.84K | $13.20M |
| Lighthouse investment partners | 260.00K | 0.43% | 260.00K | $10.70M |
| Cibc world market | 120.00K | 0.01% | 120.00K | $5.21M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Ruedi wealth management | -2.00 |
| Westend advisors | -2.00 |
| Jfs wealth advisors | -3.00 |
| Valued wealth advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 11.98M | 3.62% | -146.92K |
| Vanguard US Total Market Shares ETF | 10.44M | 3.15% | 6.80K |
| Vanguard Total Stock Mkt Idx Inv | 10.39M | 3.14% | 58.05K |
| American Funds Income Fund of Amer A | 8.31M | 2.52% | 4.31M |
| Vanguard Institutional 500 Index Trust | 8.33M | 2.52% | 50.73K |
| AMOne Shinko US-REIT Open | 5.43M | 1.65% | 3.05M |
| Fidelity US REIT Mother Fund | 5.38M | 1.62% | 320.30K |
| Daiwa US-REIT Open Mother Fund | 4.71M | 1.43% | -428.25K |
| Vanguard Small Cap Index | 4.21M | 1.27% | 3.45K |
| Cohen & Steers Real Estate Securities A | 4.17M | 1.26% | - |
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 Q1 | - | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | - |
UDR Ownership FAQ
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