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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| iShares S&P 500 3% Capped ETF iShares Trust | 159 | 5.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 150 | 5.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 147 | 5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 139 | 4.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 109 | 3.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 97 | 3.6K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 73 | 2.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 61 | 2.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 57 | 1.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 51 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 41 | 1.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 32 | 1.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 28 | 1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 27 | 912.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 18 | 608 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 17 | 617.8 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 17 | 617.8 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 16 | 581.4 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 12 | 450 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 9 | 327.1 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 7 | 262.5 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 67.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 2 | 67.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 67.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 220K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 200.8K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 47K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA | 9.7K € | 0.02 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 508 | +42 | 156,263,652 | +9.6 % |
| 2026Q1 | 466 | -50 | 142,598,500 | +0.3 % |
| 2025Q4 | 516 | -11 | 142,154,627 | -2.4 % |
| 2025Q3 | 527 | +7 | 145,724,434 | +2.5 % |
| 2025Q2 | 520 | +35 | 142,101,353 | +7.4 % |
| 2025Q1 | 485 | -26 | 132,307,215 | +2.0 % |
| 2024Q4 | 511 | +5 | 129,669,465 | +3.4 % |
| 2024Q3 | 506 | -12 | 125,350,935 | -1.1 % |
| 2024Q2 | 518 | -21 | 126,745,177 | +21.0 % |
| 2024Q1 | 539 | -29 | 104,744,349 | -18.2 % |
| 2023Q4 | 568 | 127,977,625 |
Institutional managers
514 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| COHEN & STEERS, INC. | 20,765,298 | 701.5K $ | 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 |
| PGGM Investments | 3,469,122 | 117.2K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.00 % | 26,305,231 | as of Mar 31, 2026 · SCHEDULE 13G |
| Capital Research Global Investors | 7.80 % | 25,634,147 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 7.09 % | 23,309,217 | as of Mar 31, 2026 · SCHEDULE 13G |
| Cohen & Steers, Inc. and 4 others | 6.34 % | 20,837,521 | as 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.
Cite this page
Titelia. "Funds holding UDR Inc". https://titelia.com/en/stocks/udr-inc-US9026531049