Titelia

Funds holding UDR Inc

ISIN US9026531049 · United States · LEI P3CH2EG5X6Z1XWU1OO74

Fund holders
509
Of which ETFs
151 358 other funds
Value held
≈ 5.9B $ 5.9B $ · 237.1M SEK · 477.5K €
Share of capital
47.5 % of 321.3M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
American Mutual Fund American Mutual Fund 13,935,189531.8M $0.45 %4.34 %as of Jul 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 11,157,483425.8M $0.58 %3.47 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 10,311,429411.6M $0.02 %3.21 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 7,659,413305.8M $0.02 %2.38 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 7,448,773297.4M $0.16 %2.32 %as of Jun 30, 2026 ↗
Investment Co of America Investment Co of America 5,397,101215.5M $0.12 %1.68 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 4,739,148180.8M $0.19 %1.48 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 4,299,517171.6M $0.37 %1.34 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 4,067,267162.4M $0.02 %1.27 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,848,622142M $0.02 %1.20 %as of May 31, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 3,180,075121.4M $3.56 %0.99 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 2,978,791113.7M $3.55 %0.93 %as of Jul 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 2,861,399109.2M $0.43 %0.89 %as of Jul 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 2,546,87694M $0.06 %0.79 %as of May 31, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 2,477,58998.9M $1.22 %0.77 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 2,337,85493.3M $1.27 %0.73 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 2,226,76488.9M $0.93 %0.69 %as of Jun 30, 2026 ↗
Capital Income Builder Capital Income Builder 2,221,84584.8M $0.07 %0.69 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 2,127,53578.5M $0.79 %0.66 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 1,958,22874.7M $0.68 %0.61 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,770,31865.3M $0.95 %0.55 %as of May 31, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,707,11463M $1.95 %0.53 %as of May 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,680,04064.1M $0.90 %0.52 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,607,39964.2M $0.02 %0.50 %as of Jun 30, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 1,440,16657.5M $0.64 %0.45 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,337,98353.4M $0.09 %0.42 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 1,288,82951.5M $0.63 %0.40 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,228,74246.9M $0.09 %0.38 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 1,215,89046.4M $1.00 %0.38 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,086,92941.5M $0.53 %0.34 %as of Jul 31, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 1,020,94640.8M $0.87 %0.32 %as of Jun 30, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 959,67936.6M $0.83 %0.30 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 887,55533.9M $0.66 %0.28 %as of Jul 31, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 834,30831.8M $1.51 %0.26 %as of Jul 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 830,49233.2M $0.41 %0.26 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 814,42730.1M $0.21 %0.25 %as of May 31, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 729,28629.1M $1.27 %0.23 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 725,70029M $0.04 %0.23 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 705,30428.2M $0.02 %0.22 %as of Jun 30, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 663,50024.5M $1.00 %0.21 %as of May 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 662,47525.3M $0.02 %0.21 %as of Jul 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 645,51024.6M $0.76 %0.20 %as of Jul 31, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 614,45224.5M $0.93 %0.19 %as of Jun 30, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 612,13822.6M $3.29 %0.19 %as of May 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 581,97823.2M $2.66 %0.18 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 581,50122.2M $0.57 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 570,66221.1M $0.02 %0.18 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 512,45820.5M $1.11 %0.16 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 503,14119.2M $0.89 %0.16 %as of Jul 31, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 498,77019.9M $0.39 %0.16 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 498,74119.9M $0.13 %0.16 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 490,475157.8M SEK0.01 %0.15 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 486,08419.4M $0.04 %0.15 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 479,18219.1M $0.48 %0.15 %as of Jun 30, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 468,56218.7M $0.44 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 459,37517M $0.02 %0.14 %as of May 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 442,73017.7M $2.13 %0.14 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 411,15315.7M $0.79 %0.13 %as of Jul 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 411,07815.7M $0.88 %0.13 %as of Jul 31, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 400,00015.3M $0.21 %0.12 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 382,46215.3M $0.02 %0.12 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 372,83613.8M $0.19 %0.12 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 359,69314.4M $0.04 %0.11 %as of Jun 30, 2026 ↗
Long Pond Real Estate Select ETF Exchange Listed Funds Trust 342,24212.6M $8.07 %0.11 %as of May 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 340,14412.6M $1.02 %0.11 %as of May 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 336,87613.4M $0.93 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 325,52112M $0.08 %0.10 %as of May 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 322,52112.9M $0.19 %0.10 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 319,70611.8M $0.02 %0.10 %as of May 31, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 308,58312.3M $0.33 %0.10 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 297,93411.4M $0.76 %0.09 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 292,68911.2M $0.01 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 290,47111.1M $0.02 %0.09 %as of Jul 31, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 288,35010.6M $1.74 %0.09 %as of May 31, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 287,96010.6M $2.24 %0.09 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 280,80011.2M $1.10 %0.09 %as of Jun 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 278,41711.1M $0.02 %0.09 %as of Jun 30, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 272,70510.4M $0.86 %0.08 %as of Jul 31, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 261,2159.6M $0.37 %0.08 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 252,79110.1M $0.04 %0.08 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 243,0849.7M $0.01 %0.08 %as of Jun 30, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 241,9619.2M $0.82 %0.08 %as of Jul 31, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 237,1279.5M $2.15 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 224,5909M $0.02 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 217,0818.7M $0.69 %0.07 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 216,8668.7M $0.73 %0.07 %as of Jun 30, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 212,6578.5M $1.04 %0.07 %as of Jun 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 209,8387.7M $2.31 %0.07 %as of May 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 209,8168.4M $2.42 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 198,5617.3M $0.03 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 198,0407.9M $0.02 %0.06 %as of Jun 30, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 194,9997.8M $2.61 %0.06 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 192,1417.7M $0.33 %0.06 %as of Jun 30, 2026 ↗
Callodine Equity Income Series Manning & Napier Fund, Inc. 189,1957.6M $3.24 %0.06 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 188,2717.5M $0.66 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 187,1037.5M $0.02 %0.06 %as of Jun 30, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 186,8746.9M $2.64 %0.06 %as of May 31, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 182,2537M $0.37 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 181,4346.9M $0.02 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 180,6996.7M $0.02 %0.06 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Long Pond Real Estate Select ETF Exchange Listed Funds Trust 8.07 %as of May 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 4.99 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 4.77 %as of Jul 31, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 3.71 %as of Jun 30, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 3.65 %as of Jul 31, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 3.56 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 3.55 %as of Jul 31, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 3.50 %as of Jul 31, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 3.29 %as of May 31, 2026 ↗
Callodine Equity Income Series Manning & Napier Fund, Inc. 3.24 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3489-19151,755,583-2.9 %
2026Q2508+42156,263,652+9.6 %
2026Q1466-50142,598,500+0.3 %
2025Q4516-11142,154,627-2.4 %
2025Q3527+7145,724,434+2.5 %
2025Q2520+35142,101,353+7.4 %
2025Q1485-26132,307,215+2.0 %
2024Q4511+5129,669,465+3.4 %
2024Q3506-12125,350,935-1.1 %
2024Q2518-21126,745,177+21.0 %
2024Q1539-29104,744,349-18.2 %
2023Q4568127,977,625

Institutional managers

514 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.36,179,1391.2B $as of Mar 31, 2026
Capital Research Global Investors25,626,709865.7M $as of Mar 31, 2026
STATE STREET CORP21,555,865728.2M $as of Mar 31, 2026
COHEN & STEERS, INC.20,765,298701.5K $as of Mar 31, 2026
FMR LLC13,701,941462.9M $as of Mar 31, 2026
Invesco Ltd.13,700,870462.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC8,754,952294.7M $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC8,369,993282.7M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP6,488,226219.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO5,693,284191.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,009,830169.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,850,115163.8M $as of Mar 31, 2026
NORTHERN TRUST CORP4,568,498154.3M $as of Mar 31, 2026
Daiwa Securities Group Inc.4,453,170150.4M $as of Mar 31, 2026
MORGAN STANLEY3,542,003119.6M $as of Mar 31, 2026
CITADEL ADVISORS LLC3,481,105117.6M $as of Mar 31, 2026
PGGM Investments3,469,122117.2K $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,927,76698.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.2,766,29693.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,673,79590.3M $as of Mar 31, 2026
Legal & General Group Plc2,644,33689.3M $as of Mar 31, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC2,536,00685.7M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC2,509,51384.8M $as of Mar 31, 2026
Bank of New York Mellon Corp2,219,94475M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.2,156,86972.9M $as of Mar 31, 2026

Declared shareholders of UDR Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 9.50 %30,772,149as of Jun 30, 2026 · SCHEDULE 13G
Cohen & Steers, Inc. and 4 others4.77 %15,484,627as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of UDR Inc

196 funds declare 434 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND755.9M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND941.3M $as of Jun 30, 2026
Permanent Portfolio239.5M $as of Jul 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND831.6M $as of Jun 30, 2026
JPMorgan Ultra-Short Income ETF226M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND221.7M $as of May 31, 2026
JPMorgan Core Bond Fund519.7M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF1019.1M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND516.8M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF614.1M $as of May 31, 2026
Federated Hermes Total Return Bond Fund312M $as of May 31, 2026
Fidelity Real Estate Income Fund210.9M $as of Jul 31, 2026
Fidelity U.S. Bond Index Fund110.7M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF610.4M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF49.5M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund28.8M $as of May 31, 2026
Avantis Core Fixed Income ETF48.5M $as of May 31, 2026
Dimensional Short-Duration Fixed Income ETF18.1M $as of Jul 31, 2026
PIMCO Investment Grade Credit Bond Fund17.3M $as of Jun 30, 2026
Victory Short-Term Bond Fund37.3M $as of Jul 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND47M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF106.9M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF86.2M $as of Jun 30, 2026
JPMorgan Managed Income Fund16.2M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF35.7M $as of Jun 30, 2026
Cite this page

Titelia. "Funds holding UDR Inc". https://titelia.com/en/stocks/udr-inc-US9026531049