453 tracked 13F filers disclose a position in UDR as of the latest SEC 13F filings, a combined $9.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.2B | 36.2M | ▼−2.9% Reduced · −1.1M sh | Q1 2026 | |
| 2 | NORGES BANK | $1.1B | 29.5M | ▲+0.2% Added · +55K sh | Q4 2025 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $887.2M | 26.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $691.5M | 20.5M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $773.9M | 19.4M | ▼−10% Reduced · −2.2M sh | Q2 2026 | |
| 6 | FMR LLC | $462.9M | 13.7M | ▼−1.7% Reduced · −232K sh | Q1 2026 | |
| 7 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $368.1M | 9.2M | ▲+10% Added · +852K sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $346.3M | 8.7M | ▼−0.8% Reduced · −67K sh | Q2 2026 | |
| 9 | JPMORGAN CHASE & CO | $191.6M | 5.7M | ▲+70% Added · +2.3M sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $169.2M | 5.0M | ▲+1.4% Added · +68K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $163.8M | 4.9M | ▲+3.1% Added · +146K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $154.3M | 4.6M | ▲+1.4% Added · +63K sh | Q1 2026 | |
| 13 | Daiwa Securities Group Inc. | $145.8M | 3.7M | ▼−18% Reduced · −802K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $119.6M | 3.5M | ▲+3.7% Added · +125K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $117.6M | 3.5M | ▲+862% Added · +3.1M sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $98.9M | 2.9M | ▲730× Added · +2.9M sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $93.4M | 2.8M | ▼−5.9% Reduced · −175K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $90.3M | 2.7M | ▲~0% Added · +641 sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $89.3M | 2.6M | ▼−19% Reduced · −611K sh | Q1 2026 | |
| 20 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $85.7M | 2.5M | ▼−46% Reduced · −2.2M sh | Q1 2026 | |
| 21 | PRUDENTIAL FINANCIAL INC | $84.8M | 2.5M | ▼−27% Reduced · −947K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $75.0M | 2.2M | ▼−3.6% Reduced · −82K sh | Q1 2026 | |
| 23 | Sumitomo Mitsui Trust Group, Inc. | $72.9M | 2.2M | ▼−2.4% Reduced · −54K sh | Q1 2026 | |
| 24 | UBS Group AG | $68.6M | 2.0M | ▲+30% Added · +471K sh | Q1 2026 | |
| 25 | Woodline Partners LP | $62.2M | 1.8M | ▲+17% Added · +269K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in UDR and 27 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 248 funds | $390.7B |
| MICROSOFT CORPMSFT | 248 funds | $270.3B |
| AMAZON.COM INCAMZN | 244 funds | $199.1B |
| META PLATFORMS INC-CLASS AMETA | 244 funds | $110.8B |
| ALPHABET INC-CL CGOOG | 243 funds | $127.6B |
| APPLE INCAAPL | 242 funds | $298.0B |
| ALPHABET INC-CL AGOOGL | 242 funds | $164.5B |
| ELI LILLY & COLLY | 241 funds | $75.9B |
| VISA INC-CLASS A SHARESV | 241 funds | $60.8B |
| BANK OF AMERICA CORPBAC | 238 funds | $30.3B |
| BROADCOM INCAVGO | 237 funds | $157.4B |
| CHEVRON CORPCVX | 236 funds | $28.7B |
Ranked by how many of UDR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | TOOMEY THOMAS W | Chairman, President and CEO, Director | Sell (S) | 80K | $3.1M |
| Feb 20, 2025 | TOOMEY THOMAS W | Chairman and CEO, Director | Sell (S) | 25K | $1.1M |
| Jun 7, 2024 | TOOMEY THOMAS W | Chairman and CEO, Director | Sell (S) | 90K | $3.6M |
| May 10, 2024 | Lacy Michael D | SVP-Property Operations | Sell (S) | 5K | $172K |
| Dec 26, 2023 | TOOMEY THOMAS W | Chairman and CEO, Director | Sell (S) | 45K | $1.7M |
| Nov 23, 2022 | TOOMEY THOMAS W | Chairman and CEO, Director | Sell (S) | 20K | $809K |
| Nov 11, 2021 | ALCOCK HARRY G | SVP-Chief Investment Officer | Sell (S) | 17K | $940K |
| Sep 23, 2021 | TOOMEY THOMAS W | Chairman and CEO, Director | Sell (S) | 30K | $1.6M |
| Sep 1, 2021 | Davis Jerry A | President | Sell (S) | 10K | $543K |
| Aug 6, 2021 | McDonnough Clinton D | Director | Sell (S) | 5K | $272K |
| Aug 6, 2021 | McDonnough Clinton D | Director | Sell (S) | 100 | $6K |
| Aug 3, 2021 | ALCOCK HARRY G | SVP-Chief Investment Officer | Sell (S) | 15K | $824K |
Connected entities for UDR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UDR/capital-change-brief"
Use Arkolith's capital_change_brief for UDR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.