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 | |
|---|---|---|---|---|---|
| 301 | Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 11,967 | 434.9K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 302 | VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND | 11,657 | 393.8K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 303 | iShares MSCI USA Quality GARP ETF iShares Trust | 11,632 | 392.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 304 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 11,619 | 435.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 305 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 11,384 | 384.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 306 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 11,084 | 374.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 307 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 10,629 | 3.4M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 308 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 10,426 | 391K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 309 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 10,277 | 347.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 310 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 10,235 | 371.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 311 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 10,158 | 369.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 312 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 10,010 | 363.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 313 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,993 | 374.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 314 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 9,966 | 336.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 315 | Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 9,840 | 357.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 316 | Residential REIT ETF Tidal Trust I | 9,839 | 357.5K $ | 4.16 % | as of Apr 30, 2026 · Original filing |
| 317 | Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust | 9,834 | 357.4K $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 318 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 9,790 | 355.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 319 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,784 | 355.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 320 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 9,677 | 351.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 321 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 9,646 | 325.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 322 | Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 9,616 | 360.6K $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| 323 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 9,452 | 319.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 324 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 9,159 | 332.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 325 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 8,915 | 334.3K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 326 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 8,246 | 278.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 327 | SFT Index 500 Fund Securian Funds Trust | 8,077 | 272.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 328 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 7,748 | 281.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 329 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,651 | 286.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 330 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 7,639 | 2.5M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 331 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,590 | 256.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 332 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 7,535 | 254.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 333 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 7,395 | 249.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 334 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 7,224 | 244K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 335 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 7,218 | 243.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 336 | Allspring Index Fund ALLSPRING FUNDS TRUST | 7,186 | 242.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 337 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 7,158 | 241.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 338 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 7,100 | 239.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 339 | SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 7,098 | 257.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 340 | Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 6,962 | 253K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 341 | State Street S&P 500 Index Fund SSGA FUNDS | 6,900 | 258.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 342 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,869 | 257.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 343 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 6,848 | 248.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 344 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 6,830 | 248.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 345 | 1290 VT Real Estate Portfolio EQ Advisors Trust | 6,773 | 228.8K $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 346 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,765 | 253.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 347 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 6,460 | 218.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 348 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 6,453 | 234.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 349 | Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC | 6,346 | 230.6K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 350 | ALPS REIT Dividend Dogs ETF ALPS ETF TRUST | 6,213 | 233K $ | 2.18 % | as of Feb 28, 2026 · Original filing |
| 351 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 6,200 | 209.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 352 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 6,148 | 230.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 353 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,966 | 201.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 354 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 5,903 | 199.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 355 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 5,494 | 206K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 356 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 5,400 | 182.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 357 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 5,393 | 202.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 358 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,357 | 181K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 359 | ProShares S&P 500 High Income ETF ProShares Trust | 5,353 | 200.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 360 | BlackRock Managed Income Fund BlackRock Funds II | 5,305 | 179.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 361 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 5,220 | 176.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 362 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 5,149 | 173.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 363 | Horizon Defined Risk Fund Horizon Funds | 4,960 | 186K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 364 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 4,915 | 184.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 365 | Storebrand Global All Countries Storebrand Asset Management AS | 4,746 | 1.5M SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 366 | Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 4,709 | 1.5M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 367 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 4,667 | 157.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 368 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 4,600 | 155.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 369 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 4,592 | 155.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 370 | First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI | 4,549 | 153.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 371 | LargeCap Value Fund III Principal Funds, Inc | 4,460 | 162.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 372 | MidCap Value Fund I Principal Funds, Inc | 4,403 | 160K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 373 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,222 | 142.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 374 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 4,011 | 150.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 375 | Clearwater Core Equity Fund Clearwater Investment Trust | 3,898 | 131.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 376 | Penn Series Index 500 Fund Penn Series Funds Inc | 3,858 | 130.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 377 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,774 | 127.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 378 | Stratified LargeCap Index ETF Exchange Listed Funds Trust | 3,750 | 126.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 379 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 3,746 | 126.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 380 | iShares ESG Select Screened S&P 500 ETF iShares Trust | 3,714 | 125.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 381 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 3,695 | 124.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 382 | Value Equity Index Fund GuideStone Funds | 3,610 | 121.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 383 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 3,514 | 118.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 384 | Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II | 3,445 | 125.2K $ | 2.46 % | as of Apr 30, 2026 · Original filing |
| 385 | JNL/JPMorgan Global Allocation Fund JNL Series Trust | 3,359 | 113.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 386 | MML Equity Index Fund MML SERIES INVESTMENT FUND | 3,336 | 112.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 387 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 3,210 | 1M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 388 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 3,130 | 113.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 389 | JNL S&P 500 Index Fund JNL Series Trust | 3,086 | 104.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 390 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 3,043 | 102.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 391 | NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust | 2,957 | 107.5K $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| 392 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 2,955 | 99.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 393 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 2,864 | 96.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 394 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 2,846 | 96.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 395 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 2,826 | 106K $ | 0.01 % | as of Feb 27, 2026 · Original filing |
| 396 | Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 2,805 | 94.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 397 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 2,643 | 89.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 398 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 2,626 | 95.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 399 | REAL ESTATE ULTRASECTOR PROFUND ProFunds | 2,455 | 89.2K $ | 2.54 % | as of Apr 30, 2026 · Original filing |
| 400 | iShares Environmentally Aware Real Estate ETF iShares Trust | 2,334 | 84.8K $ | 0.61 % | 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 |