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
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,33084.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,28885.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,28777.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,17573.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 2,15880.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 2,13072K $0.07 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 2,10971.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,10070.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,09078.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust 2,03475.6K $0.64 %0.00 %as of Jan 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,02968.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 1,98867.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 1,94165.6K $1.13 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,91164.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,83166.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,80367.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II 1,80065.4K $1.71 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,68957.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,66562.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,66560.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,64755.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 1,61554.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,57057.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 1,50154.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,47549.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 1,44654.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,43348.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I 1,42948.3K $1.56 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,40947.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,39047K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,35845.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 1,35245.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,27643.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 1,26145.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
First Trust Bloomberg Inflation Sensitive Equity ETF First Trust Exchange-Traded Fund 1,23841.8K $1.54 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,21941.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 1,12638K $0.01 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Variable Trust 1,12438K $1.10 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 1,122361.1K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,11541.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,10937.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 1,10037.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 1,09236.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 1,08936.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,07239K $0.01 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,03034.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,00836.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 93935.2K $0.02 %0.00 %as of Feb 27, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 916294.8K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 91133.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 88629.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 87531.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 85228.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 81527.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 81327.5K $0.33 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 80927.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 80227.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 79426.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 71824.3K $0.33 %0.00 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 70325.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 67122.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 64321.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 63022.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Real Estate Fund Rydex Series Funds 61620.8K $1.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 60320.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 57419.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 52919.2K $0.14 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 50217K $0.00 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 500160.9K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 50016.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 44815.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 40013.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 39915K $0.02 %0.00 %as of Feb 28, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 39513.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 39213.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 37712.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 36912.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 36813.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
Growth Fund VALIC Co I 35413.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 32311.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 32010.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 31910.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST 31210.5K $0.40 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 30910.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 28910.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 2749.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 2559.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2508.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 2488.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 2328.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 2237.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 21870.2K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2067K $0.00 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 2056.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 2037.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 1927K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 1916.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1846.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 1796K $0.01 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 1745.9K $0.02 %0.00 %as of Mar 31, 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