Titelia

Funds holding UDR Inc

ISIN US9026531049 · United States · LEI P3CH2EG5X6Z1XWU1OO74

Fund holders
528
Of which ETFs
156 372 other funds
Value held
5.5B $ 237.1M SEK · 477.5K €
Share of capital
48.9 % of 321.3M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 160,1825.4M $0.57 %0.05 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 159,7615.4M $0.11 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 159,6425.4M $0.02 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 158,0985.9M $0.04 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 157,2625.7M $0.02 %0.05 %as of Apr 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 154,1655.2M $1.13 %0.05 %as of Mar 31, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 150,7995.1M $1.76 %0.05 %as of Mar 31, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 143,1825.2M $0.65 %0.04 %as of Apr 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 140,5365.1M $0.03 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 138,5085.2M $0.02 %0.04 %as of Feb 28, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 136,9975M $0.05 %0.04 %as of Apr 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 134,7974.6M $0.14 %0.04 %as of Mar 31, 2026 ↗
NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 133,9884.9M $2.17 %0.04 %as of Apr 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 130,6344.4M $0.52 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 129,5704.4M $0.02 %0.04 %as of Mar 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 129,2824.4M $0.54 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 127,5724.6M $0.04 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 127,0984.6M $0.03 %0.04 %as of Apr 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 126,3394.7M $0.61 %0.04 %as of Feb 28, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 126,1984.3M $0.19 %0.04 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 121,4944.1M $0.02 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 121,4194.4M $0.22 %0.04 %as of Apr 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 116,5754.4M $1.89 %0.04 %as of Feb 28, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 111,7003.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 110,6203.7M $2.66 %0.03 %as of Mar 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 107,2873.6M $1.84 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 106,2623.9M $0.03 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 105,9023.8M $0.16 %0.03 %as of Apr 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 104,6113.5M $0.52 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 103,6793.8M $0.01 %0.03 %as of Apr 30, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 100,9853.4M $1.40 %0.03 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 100,8953.4M $0.12 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 97,4193.3M $0.02 %0.03 %as of Mar 31, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 95,8323.2M $1.22 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 95,6033.5M $0.02 %0.03 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 95,3293.5M $0.04 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 94,9833.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 91,6483.1M $0.02 %0.03 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 90,1703M $0.14 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 89,2563M $0.02 %0.03 %as of Mar 31, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 86,4332.9M $0.24 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 84,6953.2M $0.19 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 84,5743.1M $3.13 %0.03 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 83,7742.8M $0.06 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 82,60026.6M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 80,9202.9M $1.55 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 80,0153M $0.19 %0.02 %as of Feb 28, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 77,4812.8M $0.68 %0.02 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 76,1522.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 74,8332.5M $0.00 %0.02 %as of Mar 31, 2026 ↗
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 73,9992.7M $1.11 %0.02 %as of Apr 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 72,5862.5M $1.25 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 71,5222.6M $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 68,9022.5M $0.02 %0.02 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 68,7562.6M $0.04 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 67,7982.5M $0.02 %0.02 %as of Feb 28, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 67,7162.5M $0.02 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 67,2502.3M $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 67,1292.5M $0.26 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 66,4512.2M $0.02 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 66,4002.2M $0.02 %0.02 %as of Mar 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 65,6802.2M $2.54 %0.02 %as of Mar 31, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 65,2712.4M $2.08 %0.02 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 63,3252.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 63,2362.3M $0.09 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 62,2942.1M $0.02 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 61,7082.1M $0.02 %0.02 %as of Mar 31, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 60,7902.1M $3.46 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 59,2402M $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 59,1902.2M $0.02 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 57,8612M $0.06 %0.02 %as of Mar 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 57,7102.2M $0.08 %0.02 %as of Feb 28, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 57,0601.9M $2.06 %0.02 %as of Mar 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 56,9531.9M $0.82 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 56,5512.1M $0.09 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 55,5842.1M $0.02 %0.02 %as of Feb 28, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 54,4691.8M $1.02 %0.02 %as of Mar 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 54,2352M $0.67 %0.02 %as of Feb 28, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 53,9551.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 53,6392M $0.02 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 53,0891.8M $0.11 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 52,9361.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 51,6581.9M $0.30 %0.02 %as of Apr 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 50,9001.7M $0.02 %0.02 %as of Mar 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 48,9381.8M $1.10 %0.02 %as of Apr 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 48,8081.8M $0.58 %0.02 %as of Apr 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 48,5801.6M $2.19 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 47,8011.6M $0.02 %0.01 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 47,0251.6M $0.32 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 46,3351.6M $0.03 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 46,0481.6M $0.02 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 45,8331.5M $0.02 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 43,90314.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 43,6421.6M $0.26 %0.01 %as of Apr 30, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 42,8491.4M $1.09 %0.01 %as of Mar 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 42,8041.4M $4.83 %0.01 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 42,7841.6M $0.22 %0.01 %as of Apr 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 42,6281.4M $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 42,4141.5M $0.16 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 42,2261.4M $0.72 %0.01 %as of Mar 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 5.64 %as of Feb 28, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 4.83 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 4.16 %as of Apr 30, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 3.46 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 3.22 %as of Apr 30, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 3.21 %as of Apr 30, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 3.16 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 3.13 %as of Apr 30, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 3.03 %as of Feb 28, 2026 ↗
Callodine Equity Income Series Manning & Napier Fund, Inc. 2.95 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
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 4 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
Vanguard Portfolio Management 8.00 %26,305,231as of Mar 31, 2026 · SCHEDULE 13G
Capital Research Global Investors 7.80 %25,634,147as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.09 %23,309,217as of Mar 31, 2026 · SCHEDULE 13G
Cohen & Steers, Inc. and 4 others6.34 %20,837,521as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of UDR Inc

198 funds declare 437 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 FUND549.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND942.3M $as of Mar 31, 2026
Permanent Portfolio239.6M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND831.4M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND220.1M $as of Feb 28, 2026
JPMorgan Core Bond Fund520.1M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF1019.7M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND517.3M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF614.6M $as of Feb 28, 2026
Federated Hermes Total Return Bond Fund312.2M $as of Feb 28, 2026
Dimensional Short-Duration Fixed Income ETF111.3M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF111.1M $as of Feb 28, 2026
Fidelity Real Estate Income Fund211M $as of Apr 30, 2026
Fidelity U.S. Bond Index Fund110.9M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF69.6M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF49.5M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund29M $as of Feb 28, 2026
PIMCO Investment Grade Credit Bond Fund17.3M $as of Mar 31, 2026
Victory Short-Term Bond Fund37.3M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF107.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND47M $as of Mar 31, 2026
Avantis Core Fixed Income ETF36.5M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF86.4M $as of Mar 31, 2026
JPMorgan Managed Income Fund16.2M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF35.7M $as of Mar 31, 2026
Cite this page

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