Funds holding UDR Inc
528 funds declare a position · 156 ETFs and 372 other funds · 5.5B $· 237.1M SEK· 477.5K € · US9026531049
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 41,807 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 202 | SFT Real Estate Securities Fund Securian Funds Trust | 40,442 | 1.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 203 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,598 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 204 | NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 39,583 | 1.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 205 | First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 38,188 | 1.3M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 206 | Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 37,906 | 1.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 207 | Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 37,461 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 208 | Victory Extended Market Index Fund Victory Portfolios III | 37,293 | 1.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 209 | Equity Index Portfolio PACIFIC SELECT FUND | 35,219 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 210 | iShares Morningstar Small-Cap Value ETF iShares Trust | 35,174 | 1.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 211 | EQUITY INDEX FUND GuideStone Funds | 34,368 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 212 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 34,209 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 213 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 34,194 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 214 | Stock Index Fund VALIC Co I | 33,827 | 1.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 215 | Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 33,551 | 1.2M $ | 2.35 % | as of Apr 30, 2026 · Original filing |
| 216 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 32,331 | 10.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 217 | Penn Series Real Estate Securities Fund Penn Series Funds Inc | 31,961 | 1.1M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 218 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 31,338 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 219 | MOA EQUITY INDEX FUND MoA Funds Corp | 31,043 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 220 | SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 30,795 | 1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 221 | Inspire 100 ETF Northern Lights Fund Trust IV | 30,765 | 1.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 222 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 30,266 | 1.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 223 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,980 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 224 | EQ/Invesco Global Real Assets EQ Advisors Trust | 29,972 | 1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 225 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 29,937 | 1.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 226 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 29,798 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 227 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 29,595 | 999.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 228 | Dunham Real Estate Stock Fund Dunham Funds | 28,559 | 1M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 229 | SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 28,350 | 957.7K $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 230 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 27,793 | 1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 231 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 27,499 | 999.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 232 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 26,843 | 906.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 233 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 26,722 | 902.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 234 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,587 | 997K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 235 | JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | 26,432 | 892.9K $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 236 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 26,380 | 891.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 237 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 25,868 | 873.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 238 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 25,735 | 935.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 239 | Wilmington Real Asset Fund Wilmington Funds | 25,235 | 917K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 240 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 24,345 | 822.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 241 | iShares MSCI World ETF iShares, Inc. | 24,199 | 907.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 242 | ProShares Ultra S&P500 ProShares Trust | 23,946 | 898K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 243 | U.S. Sector Rotation Fund John Hancock Funds II | 23,429 | 878.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 244 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 23,380 | 876.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 245 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 23,283 | 846.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 246 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 23,261 | 785.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 247 | Venerable Real Estate Fund Venerable Variable Insurance Trust | 22,951 | 775.3K $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 248 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 22,888 | 773.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 249 | Global X Millennial Consumer ETF GLOBAL X FUNDS | 22,609 | 847.8K $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 250 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 22,405 | 814.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 251 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 22,346 | 754.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 252 | iShares MSCI USA Size Factor ETF iShares Trust | 22,060 | 801.7K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 253 | Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust | 22,030 | 800.6K $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 254 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 21,975 | 824.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 255 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 21,885 | 739.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 256 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 21,789 | 791.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 257 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 21,623 | 730.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 258 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 21,349 | 800.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 259 | Voya VACS Index Series S Portfolio Voya Investors Trust | 21,234 | 717.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 260 | Storebrand Global Plus Storebrand Asset Management AS | 20,834 | 6.7M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 261 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 20,600 | 772.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 262 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 20,354 | 739.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 263 | LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,068 | 677.9K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 264 | PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 19,456 | 657.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 265 | iShares Core Dividend ETF iShares Trust | 18,756 | 681.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 266 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 18,711 | 632.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 267 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 17,429 | 588.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 268 | SEB USA Exposure SEB Funds AB | 17,189 | 5.5M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 269 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 16,894 | 570.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 270 | VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | 16,855 | 569.4K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 271 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 16,538 | 601K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 272 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 16,495 | 557.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 273 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 16,254 | 549.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 274 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 16,179 | 546.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 275 | JPMorgan Global Allocation Fund JPMorgan Trust I | 15,988 | 581K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 276 | Skandia Global Exponering Skandia Fonder AB | 15,900 | 5.1M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 277 | Multi-Manager Global Real Estate Fund Northern Funds | 15,631 | 528K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 278 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 15,577 | 566.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 279 | DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust | 15,546 | 525.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 280 | Inspire 500 ETF Northern Lights Fund Trust IV | 15,435 | 578.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 281 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 15,213 | 570.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 282 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 14,963 | 543.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 283 | State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 14,940 | 504.7K $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| 284 | Hoya Capital Housing ETF ETF Series Solutions | 14,936 | 560.1K $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| 285 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 14,698 | 496.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 286 | JPMorgan Research Market Neutral Fund JPMorgan Trust I | 14,406 | 523.5K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 287 | ProShares UltraPro S&P500 ProShares Trust | 13,960 | 523.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 288 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 13,901 | 469.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 289 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 13,787 | 465.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 290 | U.S. Diversified Real Estate ETF ETF Series Solutions | 13,540 | 507.8K $ | 1.99 % | as of Feb 28, 2026 · Original filing |
| 291 | iShares Morningstar Small-Cap ETF iShares Trust | 13,227 | 480.7K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 292 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 13,111 | 442.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 293 | Fidelity Real Estate Investment ETF Fidelity Covington Trust | 12,943 | 470.3K $ | 3.16 % | as of Apr 30, 2026 · Original filing |
| 294 | iShares Dow Jones U.S. ETF iShares Trust | 12,843 | 466.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 295 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 12,659 | 427.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 296 | ProShares Ultra Real Estate ProShares Trust | 12,602 | 472.6K $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 297 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 12,455 | 420.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 298 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 12,437 | 420.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 299 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 12,335 | 416.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 300 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 12,253 | 445.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
Institutional managers
514 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 36,179,139 | 1.2B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 25,626,709 | 865.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 21,555,865 | 728.2M $ | as of Mar 31, 2026 |
| FMR LLC | 13,701,941 | 462.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 13,700,870 | 462.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,754,952 | 294.7M $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 8,369,993 | 282.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 6,488,226 | 219.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,693,284 | 191.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,009,830 | 169.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,850,115 | 163.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,568,498 | 154.3M $ | as of Mar 31, 2026 |
| Daiwa Securities Group Inc. | 4,453,170 | 150.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,542,003 | 119.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,481,105 | 117.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,927,766 | 98.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 2,766,296 | 93.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,673,795 | 90.3M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,644,336 | 89.3M $ | as of Mar 31, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2,536,006 | 85.7M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 2,509,513 | 84.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,219,944 | 75M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 2,156,869 | 72.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,031,804 | 68.6M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,841,520 | 62.2M $ | as of Mar 31, 2026 |