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
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 11,147445K $0.02 %0.00 %as of Jun 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 11,084442.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 10,940436.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 10,897435K $0.02 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 10,763410.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 10,6293.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 10,528401.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 10,480386.7K $0.02 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 10,449385.6K $0.53 %0.00 %as of May 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 10,412384.2K $0.25 %0.00 %as of May 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 10,277410.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 10,052383.6K $4.77 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,993368.7K $0.02 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 9,919378.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 9,841392.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 9,796391.1K $0.73 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,784373.4K $0.08 %0.00 %as of Jul 31, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 9,710370.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 9,498379.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust 9,489362.1K $0.80 %0.00 %as of Jul 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 9,247352.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 8,696347.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 8,223328.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 8,220313.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 7,958317.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 7,951303.4K $0.10 %0.00 %as of Jul 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 7,857313.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,651282.3K $0.01 %0.00 %as of May 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 7,6392.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 7,509299.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 7,395295.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,393295.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 7,292291.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 7,288278.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 7,102271K $0.02 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 7,100283.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 7,098270.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,069260.8K $0.02 %0.00 %as of May 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 6,920276.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,905263.5K $0.05 %0.00 %as of Jul 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 6,900254.6K $0.01 %0.00 %as of May 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 6,593263.2K $0.63 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 6,538249.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,506248.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,334252.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 6,313232.9K $2.08 %0.00 %as of May 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 6,200247.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 6,013240K $0.39 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,966238.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,936237K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,932236.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Real Estate Option Income ETF Tidal Trust II 5,845223K $2.55 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 5,819222.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,623207.5K $0.02 %0.00 %as of May 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,540221.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,481202.2K $0.02 %0.00 %as of May 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,462218K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 5,450217.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,150205.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,110188.6K $0.01 %0.00 %as of May 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 5,073187.2K $0.02 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,008199.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 4,757189.9K $0.71 %0.00 %as of Jun 30, 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 4,667186.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 4,592183.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,556168.1K $0.01 %0.00 %as of May 31, 2026 ↗
COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust 4,500171.7K $1.10 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 4,489179.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,222168.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,000159.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 3,898155.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,858154K $0.02 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 3,790151.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,759138.7K $0.03 %0.00 %as of May 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,746149.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,610144.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust 3,519134.3K $1.95 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,404135.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 3,399135.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,361134.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 3,336133.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 3,2101M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 3,190127.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 3,130119.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 3,086123.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,043121.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 2,997119.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 2,835113.2K $0.17 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,764110.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,585103.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 2,52196.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
First Trust Bloomberg Inflation Sensitive Equity ETF First Trust Exchange-Traded Fund 2,48299.1K $1.83 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Value Plus ETF J.P. Morgan Exchange-Traded Fund Trust 2,47794.5K $0.37 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,36294.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC 2,35689.9K $0.13 %0.00 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 2,35689.9K $0.63 %0.00 %as of Jul 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,33088.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,28884.4K $0.02 %0.00 %as of May 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 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