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
NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST 179,8486.9M $3.09 %0.06 %as of Jul 31, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 178,8066.8M $2.00 %0.06 %as of Jul 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 178,5597.1M $0.76 %0.06 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 177,6737.1M $0.01 %0.06 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 171,2896.5M $0.43 %0.05 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 169,9366.8M $0.12 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 161,6046.2M $0.02 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 156,3676.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 156,2816.2M $1.19 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 156,0186.2M $0.17 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 150,8985.6M $0.04 %0.05 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 148,1205.9M $0.57 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 145,7005.4M $0.02 %0.05 %as of May 31, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 139,9095.6M $0.46 %0.04 %as of Jun 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 137,9705.3M $0.03 %0.04 %as of Jul 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 135,2955.4M $2.42 %0.04 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 131,2544.8M $0.60 %0.04 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 129,8355M $0.24 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 129,5705.2M $0.02 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 128,1274.9M $0.03 %0.04 %as of Jul 31, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 127,6655.1M $0.38 %0.04 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 120,3974.8M $0.15 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 117,2774.5M $0.03 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 114,4604.6M $0.54 %0.04 %as of Jun 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 111,7004.5M $0.02 %0.03 %as of Jun 30, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 109,5704.4M $2.87 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 109,4624.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 109,1694.2M $0.16 %0.03 %as of Jul 31, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 104,6854.2M $1.11 %0.03 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 103,1274.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 102,6243.8M $0.14 %0.03 %as of May 31, 2026 ↗
Stock Index Fund Northern Funds 100,8444M $0.02 %0.03 %as of Jun 30, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 98,4253.9M $0.64 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 95,6033.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 93,3293.7M $0.02 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 92,7523.4M $0.19 %0.03 %as of May 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 91,6483.7M $0.02 %0.03 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 88,7443.4M $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 88,5773.5M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 86,4523.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 82,60026.6M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 82,5753.2M $3.14 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 81,3283.1M $0.02 %0.03 %as of Jul 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 81,0133.2M $0.17 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 80,8613M $0.17 %0.03 %as of May 31, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 80,4183M $2.56 %0.03 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 74,6872.8M $0.02 %0.02 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 74,3052.8M $0.68 %0.02 %as of Jul 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 73,9493M $0.53 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 69,8272.6M $0.24 %0.02 %as of May 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 69,2382.6M $0.04 %0.02 %as of May 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 67,8402.7M $2.88 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 67,7162.6M $0.02 %0.02 %as of Jul 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 66,3502.5M $0.02 %0.02 %as of Jul 31, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 66,2272.6M $2.71 %0.02 %as of Jun 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 66,1962.6M $0.02 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 65,5882.5M $0.09 %0.02 %as of Jul 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 64,5362.6M $0.90 %0.02 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 63,7642.4M $0.02 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 62,8252.5M $0.02 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 60,9392.3M $0.02 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 60,6172.4M $0.13 %0.02 %as of Jun 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 60,5012.4M $0.02 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 60,3572.4M $0.02 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 60,0422.4M $0.02 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 59,9762.3M $0.09 %0.02 %as of Jul 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 59,7462.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 58,9682.4M $0.11 %0.02 %as of Jun 30, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 58,5892.3M $2.14 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 58,1152.2M $0.17 %0.02 %as of Jul 31, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 57,7422.2M $3.65 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 57,7002.3M $0.02 %0.02 %as of Jun 30, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 57,6152.3M $3.71 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 56,2692.2M $0.05 %0.02 %as of Jun 30, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 54,4692.2M $1.10 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 54,4652M $0.02 %0.02 %as of May 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 54,4342M $0.02 %0.02 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 54,3132.1M $0.21 %0.02 %as of Jul 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 54,2352M $0.75 %0.02 %as of May 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 53,9552.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 52,9362.1M $0.03 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 50,9002M $0.02 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 49,8052M $0.02 %0.02 %as of Jun 30, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 48,9381.9M $1.08 %0.02 %as of Jul 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 48,7001.9M $0.59 %0.02 %as of Jul 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 47,8011.9M $0.02 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 47,7641.8M $0.28 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 46,3351.8M $0.03 %0.01 %as of Jun 30, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 44,4641.8M $4.99 %0.01 %as of Jun 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 44,2601.8M $2.31 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 44,0791.7M $0.26 %0.01 %as of Jul 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 43,90314.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 43,8921.8M $0.02 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 43,3641.7M $0.08 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 42,6031.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 42,3551.6M $0.76 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 41,5701.7M $0.77 %0.01 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 40,1261.5M $0.20 %0.01 %as of Jul 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,5981.6M $0.02 %0.01 %as of Jun 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 39,0971.6M $0.86 %0.01 %as of Jun 30, 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
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Titelia. "Funds holding UDR Inc". https://titelia.com/en/stocks/udr-inc-US9026531049