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 Flex 500 Index Fund Fidelity Concord Street Trust 41,8071.6M $0.02 %0.01 %as of Feb 28, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 40,4421.4M $1.18 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,5981.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 39,5831.4M $0.46 %0.01 %as of Apr 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 38,1881.3M $0.83 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 37,9061.4M $0.74 %0.01 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 37,4611.3M $0.06 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 37,2931.4M $0.17 %0.01 %as of Apr 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 35,2191.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 35,1741.3M $0.20 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 34,3681.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 34,2091.2M $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 34,1941.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 33,8271.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 33,5511.2M $2.35 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 32,33110.4M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 31,9611.1M $1.17 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 31,3381.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 31,0431M $0.02 %0.01 %as of Mar 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 30,7951M $0.89 %0.01 %as of Mar 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 30,7651.2M $0.29 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 30,2661.1M $0.15 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 29,9801.1M $0.00 %0.01 %as of Feb 28, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 29,9721M $0.43 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 29,9371.1M $0.14 %0.01 %as of Feb 28, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 29,7981M $0.02 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 29,595999.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 28,5591M $1.45 %0.01 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 28,350957.7K $1.40 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,7931M $0.23 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 27,499999.3K $0.07 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 26,843906.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 26,722902.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,587997K $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 26,432892.9K $1.16 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 26,380891.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 25,868873.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 25,735935.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 25,235917K $0.19 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 24,345822.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 24,199907.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 23,946898K $0.01 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 23,429878.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 23,380876.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 23,283846.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 23,261785.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 22,951775.3K $0.93 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 22,888773.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Global X Millennial Consumer ETF GLOBAL X FUNDS 22,609847.8K $0.83 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 22,405814.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 22,346754.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 22,060801.7K $0.20 %0.01 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 22,030800.6K $0.83 %0.01 %as of Apr 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,975824.1K $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 21,885739.3K $0.20 %0.01 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 21,789791.8K $0.05 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 21,623730.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 21,349800.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 21,234717.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 20,8346.7M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 20,600772.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 20,354739.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,068677.9K $0.19 %0.01 %as of Mar 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 19,456657.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 18,756681.6K $0.05 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 18,711632.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 17,429588.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 17,1895.5M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 16,894570.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 16,855569.4K $0.54 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 16,538601K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 16,495557.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 16,254549.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 16,179546.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 15,988581K $0.02 %0.00 %as of Apr 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 15,9005.1M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 15,631528K $0.70 %0.00 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 15,577566.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 15,546525.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 15,435578.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 15,213570.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 14,963543.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 14,940504.7K $2.65 %0.00 %as of Mar 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 14,936560.1K $1.52 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 14,698496.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 14,406523.5K $0.16 %0.00 %as of Apr 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 13,960523.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 13,901469.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 13,787465.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 13,540507.8K $1.99 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 13,227480.7K $0.18 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 13,111442.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 12,943470.3K $3.16 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,843466.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 12,659427.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Real Estate ProShares Trust 12,602472.6K $0.80 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 12,455420.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 12,437420.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 12,335416.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 12,253445.3K $0.02 %0.00 %as of Apr 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 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