UDR

UDR • NYSE

UDR is a reit - residential company in the real estate sector on NYSE, led by Jerry A. Davis, with a market cap of $11.7B. As of Q3 2025, 91% of shares are held by 486 institutional investors, with VANGUARD GROUP INC as the largest holder at 15.18%.

President and Chief Operating OfficerJerry A. Davis

Market Cap$11.7B

REIT - Residential

Real Estate

Employees1.4K

Websiteudr.com

Country

United States of America

Overview

Overview of institutional ownership in UDR as of Q3 2025 with a market cap of $12.3B

All Institutions

Institutions: 486
Value Held: $11.2B
Shares Held: 301.5M
Avg Position: $23.1M
Median Position: $851.1K

Hedge Funds

Hedge Funds: 43
Value Held: $300.3M
Shares Held: 8.1M
Avg Position: $7.0M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

88.52%

$10.9B

Hedge Funds

2.43%

$300.3M

Retail & Other

9.05%

$1.1B

Based on market cap of $12.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UDR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.9B 0.03% of portfolio	15.18% 50.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.2B 0.02% of portfolio	9.89% 32.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$988.9M 1.81% of portfolio	8.01% 26.5M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$815.8M 0.03% of portfolio	6.61% 21.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$589.1M 0.03% of portfolio	4.77% 15.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$539.8M 0.10% of portfolio	4.37% 14.5M shares	Q1 2024 Held for 1y 8m	$532.36B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$384.4M 0.06% of portfolio	3.11% 10.3M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	$327.8M 3.29% of portfolio	2.65% 8.8M shares	Q1 2018 Held for 7y 8m	$10.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$314.5M 0.02% of portfolio	2.56% 8.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$245.0M 0.04% of portfolio	1.98% 6.6M shares	Q1 2023 Held for 2y 8m	$571.21B

Net Capital Flow

Institutional buying and selling activity for UDR in Q3 2025

Traded: +$218.2M
Buyers: 220
Sellers: 246
Total Bought: +$666.4M
Total Sold: −$448.2M
Avg Position: $20.5M

Biggest Buyers

Institution	Net Bought	Current Position
PRUDENTIAL FINANCIAL INC Institution	+$130.9M +3.5M shares	$149.4M 4.0M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$75.4M +2.0M shares	$75.4M 2.0M shares
CBRE CLARION SECURITIES LLC Real Assets	+$45.4M +1.2M shares	$162.7M 4.4M shares
Q Qube Research & Technologies Ltd Institution	+$32.9M +883.0K shares	$49.1M 1.3M shares
FMR LLC Institution	+$30.2M +809.8K shares	$589.1M 15.8M shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$23.5M +629.5K shares	$26.7M 715.6K shares
Invesco Ltd. ETF Provider	+$19.0M +509.2K shares	$384.4M 10.3M shares
STATE STREET CORP Institution	+$17.8M +477.6K shares	$815.8M 21.9M shares
COHEN & STEERS INC Institution	+$16.8M +451.2K shares	$988.9M 26.5M shares
L LMR Partners LLP Institution	+$15.2M +408.5K shares	$15.2M 408.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Capital Research Global Investors RIA/Wealth	−$58.7M −1.6M shares	$539.8M 14.5M shares
N Nuveen, LLC Institution	−$48.9M −1.3M shares	$42.1M 1.1M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$47.9M −1.2M shares	Sold Off 0 shares
V Vision Capital Corp Institution	−$31.6M −774.0K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$24.1M −647.2K shares	$58.5M 1.6M shares
A AXA Institution	−$19.7M −481.6K shares	Sold Off 0 shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	−$14.9M −400.7K shares	$14.5M 389.8K shares
JPMORGAN CHASE & CO Institution	−$14.7M −395.4K shares	$140.3M 3.8M shares
VANGUARD GROUP INC Institution	−$13.4M −358.6K shares	$1.9B 50.3M shares
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	−$11.9M −291.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UDR in Q3 2025

New Positions: 15
New Value: $3.3M
Exited Positions: 59
Exited Value: $155.6M

New Positions

Institution	Position Value
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$2.4M 65.1K shares
Callodine Capital Management, LP Hedge Fund•Long/Short	$372.6K 10.0K shares
PFG Private Wealth Management, LLC RIA/Wealth	$252.1K 6.8K shares
T TEMA ETFS LLC Institution	$201.1K 5.4K shares
R Raiffeisen Bank International AG Institution	$14.0K 378.0 shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$8.0K 216.0 shares
Heartwood Wealth Advisors LLC RIA/Wealth	$5.0K 135.0 shares
Halbert, Hargrove/Russell LLC RIA/Wealth	$2.1K 56.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$2.1K 55.0 shares
Johnson Financial Group, Inc. RIA/Wealth	$1.7K 46.0 shares

Exited Positions

Institution	Previous Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$47.9M 1.2M shares
V Vision Capital Corp Institution	$31.6M 774.0K shares
A AXA Institution	$19.7M 481.6K shares
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	$11.9M 291.8K shares
E Eisler Capital Management Ltd. Institution	$6.3M 153.2K shares
T TrueMark Investments, LLC Institution	$5.0M 122.5K shares
E Employees Retirement System of Texas Institution	$4.8M 117.1K shares
H HRT FINANCIAL LLC Institution	$4.3M 104.5K shares
S. R. Schill & Associates RIA/Wealth	$3.8M 93.6K shares
F FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Institution	$2.7M 66.4K shares

Options Activity

Institutions with the largest Call and Put options positions in UDR as of Q3 2025

Call Positions: 5
Call Value: $6.5M
Put Positions: 6
Put Value: $6.9M

Call Positions

Institution	Position Value
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$6.1M 1.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$313.0K 84.0 contracts
P PEAK6 LLC Institution	$55.9K 15.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
UBS Group AG Institution	$3.1M 830.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 425.0 contracts
P PEAK6 LLC Institution	$931.5K 250.0 contracts
J JANE STREET GROUP, LLC Institution	$789.9K 212.0 contracts
W WOLVERINE TRADING, LLC Institution	$258.6K 70.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$201.2K 54.0 contracts

Most Committed Institutions

Institutions with UDR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N Nekton Capital Ltd. Institution	-	10.00% $4.9M	0.04% 132.6K shares	Q2 2025 Held for 5 months	$49.4M
HGI Capital Management, LLC Hedge Fund•Sector	Jordan Eric Slone CEO	4.66% $1.7M	0.01% 45.5K shares	Q1 2025 Held for 8 months	$36.4M
Presima Inc. Real Assets	Marc-Andre Nmn Flageole CEO	4.46% $16.2M	0.13% 435.4K shares	Q4 2023 Held for 1y 11m	$363.9M
Waterfall Asset Management, LLC Hedge Fund•Distressed	Brian Breakstone CFO	3.62% $2.3M	0.02% 62.0K shares	Q3 2025 Held for 2 months	$63.7M
S Sophron Capital Management L.P. Hedge Fund•Long/Short	George Michael Maslovsky CEO	3.30% $10.7M	0.09% 287.4K shares	Q2 2025 Held for 5 months	$324.6M
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	3.29% $327.8M	2.65% 8.8M shares	Q1 2018 Held for 7y 8m	$10.0B
Green Street Investors, LLC Real Assets	Craig Arthur Leupold CEO	2.91% $5.1M	0.04% 138.2K shares	Q3 2025 Held for 2 months	$177.0M
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	2.51% $2.4M	0.02% 65.0K shares	Q4 2024 Held for 11 months	$96.5M
P PGGM Investments Institution	-	2.47% $148.3M	1.20% 4.0M shares	Q3 2022 Held for 3y 2m	$6.0B
CBRE CLARION SECURITIES LLC Real Assets	Joseph Patrick Smith President	2.33% $162.7M	1.32% 4.4M shares	Q1 2024 Held for 1y 8m	$7.0B