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
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 11,967434.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 11,657393.8K $0.73 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 11,632392.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 11,619435.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 11,384384.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 11,084374.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 10,6293.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 10,426391K $0.02 %0.00 %as of Feb 28, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 10,277347.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 10,235371.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 10,158369.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 10,010363.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,993374.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 9,966336.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 9,840357.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
Residential REIT ETF Tidal Trust I 9,839357.5K $4.16 %0.00 %as of Apr 30, 2026 ↗
Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust 9,834357.4K $0.76 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 9,790355.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,784355.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 9,677351.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 9,646325.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 9,616360.6K $0.46 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 9,452319.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 9,159332.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 8,915334.3K $0.23 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,246278.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 8,077272.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 7,748281.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,651286.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 7,6392.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 7,590256.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 7,535254.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 7,395249.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,224244K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 7,218243.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 7,186242.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 7,158241.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 7,100239.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 7,098257.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 6,962253K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 6,900258.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,869257.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 6,848248.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 6,830248.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 6,773228.8K $0.58 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,765253.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 6,460218.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,453234.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 6,346230.6K $0.33 %0.00 %as of Apr 30, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 6,213233K $2.18 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 6,200209.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,148230.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,966201.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,903199.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 5,494206K $0.09 %0.00 %as of Feb 28, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,400182.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,393202.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,357181K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,353200.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 5,305179.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,220176.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,149173.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 4,960186K $0.02 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,915184.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 4,7461.5M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 4,7091.5M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 4,667157.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,600155.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 4,592155.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 4,549153.7K $0.28 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 4,460162.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 4,403160K $0.01 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,222142.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 4,011150.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 3,898131.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,858130.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 3,774127.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 3,750126.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,746126.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 3,714125.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,695124.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,610121.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,514118.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II 3,445125.2K $2.46 %0.00 %as of Apr 30, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 3,359113.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 3,336112.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 3,2101M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 3,130113.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 3,086104.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,043102.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 2,957107.5K $1.55 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,95599.8K $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 2,86496.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,84696.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,826106K $0.01 %0.00 %as of Feb 27, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 2,80594.8K $0.17 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,64389.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 2,62695.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 2,45589.2K $2.54 %0.00 %as of Apr 30, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 2,33484.8K $0.61 %0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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