13F QoQ Ownership Changes
UDR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 93 new · 168 added · 262 reduced · 70 exited
New Positions(93)
Added To(168)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 37,271,947 | +4,502,487 | $1.37B | +$146.1M | 13.7% |
| Woodline Partners LP | 1,572,297 | +1,532,521 | $57.7M | +$56.2M | 3852.9% |
| GOLDMAN SACHS GROUP INC | 2,682,154 | +1,111,304 | $98.4M | +$39.9M | 70.7% |
| UBS Group AG | 2,411,966 | +1,064,077 | $88.5M | +$38.2M | 78.9% |
| FIRST TRUST ADVISORS LP | 1,029,621 | +984,602 | $37.8M | +$36.1M | 2187.1% |
| Balyasny Asset Management L.P. | 2,941,013 | +917,235 | $107.9M | +$32.5M | 45.3% |
| GRS Advisors, LLC | 896,430 | +845,414 | $32.9M | +$31.0M | 1657.2% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 769,497 | +728,277 | $28.2M | +$26.7M | 1766.8% |
| JANE STREET GROUP, LLC | 757,300 | +725,093 | $27.8M | +$26.6M | 2251.3% |
| Hudson Bay Capital Management LP | 1,100,339 | +710,495 | $40.4M | +$25.8M | 182.3% |
| Freestone Grove Partners LP | 615,094 | +582,588 | $22.6M | +$21.4M | 1792.2% |
| MORGAN STANLEY | 3,416,662 | +614,820 | $125.3M | +$20.9M | 21.9% |
| DEUTSCHE BANK AG\ | 1,596,940 | +542,632 | $58.6M | +$19.3M | 51.5% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 9,389,350 | +592,992 | $344.4M | +$16.6M | 6.7% |
| AMERIPRISE FINANCIAL INC | 768,199 | +417,060 | $28.2M | +$16.5M | 118.8% |
| Lighthouse Investment Partners, LLC | 764,224 | +423,224 | $28.0M | +$15.3M | 124.1% |
| STATE STREET CORP | 21,912,413 | +17,507 | $803.7M | -$12.1M | 0.1% |
| BANK OF AMERICA CORP /DE/ | 1,549,244 | +294,369 | $56.8M | +$10.1M | 23.4% |
| Gotham Asset Management, LLC | 391,764 | +254,670 | $14.4M | +$9.3M | 185.8% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4,687,007 | +320,400 | $171.9M | +$9.2M | 7.3% |
| SummitTX Capital, L.P. | 245,911 | +235,596 | $9.0M | +$8.6M | 2284.0% |
| STRS OHIO | 903,906 | +242,814 | $33.2M | +$8.5M | 36.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 513,185 | +213,245 | $18.8M | +$7.7M | 71.1% |
| State of Tennessee, Department of Treasury | 1,062,428 | +206,214 | $39.5M | +$7.6M | 24.1% |
| CITADEL ADVISORS LLC | 408,743 | +186,886 | $15.0M | +$6.7M | 84.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 196,113 | +180,335 | $7.2M | +$6.6M | 1143.0% |
| Callodine Capital Management, LP | 190,000 | +180,000 | $7.0M | +$6.6M | 1800.0% |
| Amundi | 910,959 | +163,739 | $33.4M | +$6.5M | 21.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,941,636 | +228,169 | $181.3M | +$5.6M | 4.8% |
| Bank of New York Mellon Corp | 2,302,323 | +180,085 | $84.4M | +$5.4M | 8.5% |
| Pacific Heights Asset Management LLC | 350,000 | +125,000 | $12.8M | +$4.5M | 55.5% |
| LMR Partners LLP | 534,450 | +125,987 | $19.6M | +$4.4M | 30.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 242,254 | +120,698 | $8.9M | +$4.4M | 99.3% |
| IFM Investors Pty Ltd | 116,947 | +569 | $4.3K | -$4.3M | 0.5% |
| Legal & General Group Plc | 3,255,728 | +165,769 | $119.4M | +$4.3M | 5.4% |
| CITIGROUP INC | 705,172 | +108,303 | $25.9M | +$3.6M | 18.1% |
| Sumitomo Mitsui Trust Group, Inc. | 2,210,652 | +116,768 | $81.1M | +$3.1M | 5.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 911,921 | +95,909 | $33.5M | +$3.1M | 11.8% |
| Korea Investment CORP | 372,512 | +83,500 | $13.7M | +$2.9M | 28.9% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1,332,292 | +97,187 | $48.9M | +$2.8M | 7.9% |
| Quantinno Capital Management LP | 160,997 | +73,628 | $5.9M | +$2.7M | 84.3% |
| Sophron Capital Management L.P. | 353,090 | +65,738 | $13.0M | +$2.2M | 22.9% |
| AQR CAPITAL MANAGEMENT LLC | 365,325 | +58,603 | $13.4M | +$2.1M | 19.1% |
| Creative Planning | 80,817 | +54,851 | $3.0M | +$2.0M | 211.2% |
| Andra AP-fonden | 71,500 | +52,819 | $2.6M | +$1.9M | 282.7% |
| Oak Thistle LLC | 113,121 | +52,389 | $4.1M | +$1.9M | 86.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 456,973 | +57,473 | $16.8M | +$1.9M | 14.4% |
| DANSKE BANK A/S | 266,733 | +53,699 | $9.8M | +$1.8M | 25.2% |
| Metis Global Partners, LLC | 127,810 | +49,577 | $4.7M | +$1.8M | 63.4% |
| FIL Ltd | 137,220 | +47,553 | $5.0M | +$1.7M | 53.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,560,665 | +87,214 | $312.9M | -$1.6M | 1.0% |
| BNP PARIBAS FINANCIAL MARKETS | 603,199 | +47,856 | $22.1M | +$1.4M | 8.6% |
| Skandinaviska Enskilda Banken AB (publ) | 96,161 | +36,288 | $3.5M | +$1.3M | 60.6% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 218,910 | +34,948 | $8.0M | +$1.2M | 19.0% |
| M&T Bank Corp | 36,441 | +30,299 | $1.3M | +$1.1M | 493.3% |
| CIBC Asset Management Inc | 71,879 | +29,204 | $2.6M | +$1.0M | 68.4% |
| Pacer Advisors, Inc. | 48,665 | +21,276 | $1.8M | +$764.5K | 77.7% |
| NEOS Investment Management LLC | 86,752 | +19,958 | $3.2M | +$693.3K | 29.9% |
| Squarepoint Ops LLC | 26,789 | +18,746 | $982.6K | +$682.9K | 233.1% |
| ALLSTATE CORP | 43,470 | +14,491 | $1.6M | +$514.7K | 50.0% |
| CIBC WORLD MARKET INC. | 97,000 | +15,000 | $3.6M | +$502.6K | 18.3% |
| B&I Capital AG | 171,870 | +16,100 | $6.3M | +$500.2K | 10.3% |
| California Public Employees Retirement System | 640,708 | +21,656 | $23.5M | +$435.3K | 3.5% |
| Corient Private Wealth LLC | 25,301 | +12,661 | $905.1K | +$434.1K | 100.2% |
| Mirae Asset Global Investments Co., Ltd. | 68,783 | +12,599 | $2.5M | +$429.5K | 22.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 46,413 | +11,949 | $1.7M | +$418.3K | 34.7% |
| BANK OF MONTREAL /CAN/ | 430,984 | +17,862 | $15.8M | +$415.6K | 4.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 76,631 | +11,602 | $2.8M | +$387.8K | 17.8% |
| DIMENSIONAL FUND ADVISORS LP | 4,704,492 | +83,122 | $172.6M | +$375.9K | 1.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 55,756 | +10,520 | $2.0M | +$359.6K | 23.3% |
| BANK OF NOVA SCOTIA | 48,048 | +10,232 | $1.8M | +$353.4K | 27.1% |
| AVIVA PLC | 230,286 | +12,650 | $8.4M | +$337.8K | 5.8% |
| LPL Financial LLC | 142,901 | +11,134 | $5.2M | +$332.0K | 8.4% |
| Federation des caisses Desjardins du Quebec | 51,653 | +9,551 | $1.9M | +$325.9K | 22.7% |
| PRINCIPAL FINANCIAL GROUP INC | 518,929 | +16,666 | $19.0M | +$320.0K | 3.3% |
| Telos Capital Management, Inc. | 47,421 | +9,319 | $1.7M | +$319.7K | 24.4% |
| Vert Asset Management LLC | 152,948 | +10,863 | $5.6M | +$316.0K | 7.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58,793 | +8,724 | $2.2M | +$291.0K | 17.4% |
| MUFG Securities EMEA plc | 12,375 | +6,604 | $453.9K | +$238.9K | 114.4% |
| Allspring Global Investments Holdings, LLC | 18,314 | +6,308 | $671.9K | +$228.7K | 52.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,644 | +5,766 | $766.1K | +$228.6K | 38.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 563,290 | +14,490 | $20.7M | +$213.2K | 2.6% |
| NEUBERGER BERMAN GROUP LLC | 905,454 | +8,462 | $33.2M | -$209.9K | 0.9% |
| INSPIRE TRUST CO, N.A. | 56,000 | +6,000 | $2.1M | +$191.1K | 12.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 17,954 | +5,211 | $658.6K | +$183.7K | 40.9% |
| Investment Management Corp of Ontario | 131,186 | +6,665 | $4.8M | +$172.3K | 5.3% |
| Global Retirement Partners, LLC | 4,906 | +4,272 | $180.0K | +$156.3K | 673.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 115,400 | +5,900 | $4.2M | +$152.9K | 5.4% |
| Tower Research Capital LLC (TRC) | 12,487 | +4,215 | $458.0K | +$149.8K | 51.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,579 | +4,156 | $388.0K | +$148.7K | 64.7% |
| SUMMIT SECURITIES GROUP LLC | 4,165 | +3,645 | $152.8K | +$133.4K | 701.0% |
| ProShare Advisors LLC | 68,831 | +4,355 | $2.5M | +$122.3K | 6.8% |
| BROWN BROTHERS HARRIMAN & CO | 3,303 | +2,913 | $121.2K | +$106.6K | 746.9% |
| NOMURA HOLDINGS INC | 19,100 | +3,057 | $700.6K | +$102.8K | 19.1% |
| National Pension Service | 8,133 | +2,694 | $298.3K | +$95.7K | 49.5% |
| XPONANCE, INC. | 57,807 | +3,415 | $2.1M | +$93.7K | 6.3% |
| CARRONADE CAPITAL MANAGEMENT, LP | 264,595 | +6,479 | $9.7M | +$88.0K | 2.5% |
| Vanguard Personalized Indexing Management, LLC | 41,747 | +2,915 | $1.5M | +$84.4K | 7.5% |
| Summit Trail Advisors, LLC | 42,250 | +2,872 | $1.5M | +$82.5K | 7.3% |
| ASSETMARK, INC | 4,294 | +2,113 | $157.5K | +$76.3K | 96.9% |
| CAPTRUST FINANCIAL ADVISORS | 22,758 | +1,970 | $834.8K | +$60.2K | 9.5% |
| Pictet Asset Management Holding SA | 135,722 | +516 | $5.0M | -$59.5K | 0.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 550,718 | +10,150 | $20.2M | +$58.8K | 1.9% |
| Canada Post Corp Registered Pension Plan | 4,935 | +1,600 | $181.0K | +$57.8K | 48.0% |
| ROTHSCHILD INVESTMENT LLC | 2,366 | +1,552 | $86.8K | +$56.5K | 190.7% |
| Czech National Bank | 79,302 | +2,720 | $2.9M | +$55.4K | 3.5% |
| MACQUARIE GROUP LTD | 205,312 | +2,003 | $7.5M | -$47.2K | 1.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 86,258 | +2,556 | $3.2M | +$45.2K | 3.0% |
| GAMMA Investing LLC | 9,298 | +1,347 | $341.1K | +$44.8K | 16.9% |
| QUADRANT CAPITAL GROUP LLC | 15,385 | +1,291 | $564.3K | +$39.2K | 9.2% |
| Rockefeller Capital Management L.P. | 11,175 | +1,072 | $409.9K | +$33.5K | 10.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,528 | +823 | $56.0K | +$29.8K | 116.7% |
| UMB Bank, n.a. | 1,714 | +798 | $62.9K | +$28.7K | 87.1% |
| Farther Finance Advisors, LLC | 1,561 | +722 | $57.3K | +$26.0K | 86.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 14,981 | +787 | $549.5K | +$20.6K | 5.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,550 | +570 | $56.9K | +$20.3K | 58.2% |
| JONES FINANCIAL COMPANIES LLLP | 1,503 | +540 | $55.1K | +$19.3K | 56.1% |
| Bleakley Financial Group, LLC | 46,505 | +228 | $1.7M | -$18.5K | 0.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9,581 | +604 | $351.2K | +$17.6K | 6.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 34,471 | +100 | $1.3M | -$16.3K | 0.3% |
| DoubleLine ETF Adviser LP | 19,539 | +722 | $716.7K | +$15.6K | 3.8% |
| Norinchukin Bank, The | 33,595 | +927 | $1.2M | +$15.1K | 2.8% |
| Brookstone Capital Management | 29,422 | +55 | $1.1M | -$15.0K | 0.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 441 | +326 | $16.2K | +$11.9K | 283.5% |
| Quent Capital, LLC | 719 | +272 | $26.4K | +$9.7K | 60.9% |
| Aberdeen Group plc | 436,444 | +2,522 | $16.0M | -$9.5K | 0.6% |
| MACKENZIE FINANCIAL CORP | 12,076 | +360 | $445.8K | +$9.3K | 3.1% |
| Manchester Capital Management LLC | 317 | +242 | $11.6K | +$8.8K | 322.7% |
| Prestige Wealth Management Group LLC | 240 | +200 | $10.1K | +$8.6K | 500.0% |
| Larson Financial Group LLC | 193 | +169 | $7.1K | +$6.2K | 704.2% |
| Quarry LP | 5,483 | +242 | $201.1K | +$5.8K | 4.6% |
| AEW CAPITAL MANAGEMENT L P | 222,900 | +3,600 | $8.2M | +$4.9K | 1.6% |
| MassMutual Private Wealth & Trust, FSB | 1,051 | +146 | $38.6K | +$4.8K | 16.1% |
| AlphaQuest LLC | 1,657 | +147 | $60.8K | +$4.5K | 9.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,800 | +97,380 | $5.4K | +$3.5K | 197.0% |
| PGGM Investments | 4,133,474 | +154,119 | $151.6K | +$3.3K | 3.9% |
| BESSEMER GROUP INC | 97,007 | +87,463 | $3.6K | +$3.2K | 916.4% |
| Vestcor Inc | 78,267 | +73,603 | $2.9K | +$2.7K | 1578.1% |
| Horizon Investments, LLC | 4,793 | +147 | $173.7K | +$2.7K | 3.2% |
| Cornerstone Planning Group LLC | 69 | +52 | $2.5K | +$1.9K | 305.9% |
| SG Americas Securities, LLC | 104,958 | +43,416 | $3.9K | +$1.6K | 70.5% |
| Physician Wealth Advisors, Inc. | 97 | +43 | $3.6K | +$1.5K | 79.6% |
| CYBER HORNET ETFs LLC | 879 | +49 | $32.2K | +$1.3K | 5.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,142 | +202 | $555.4K | -$1.3K | 1.4% |
| Parkside Financial Bank & Trust | 228 | +31 | $8.4K | +$1.0K | 15.7% |
| Dunhill Financial, LLC | 27 | +20 | $993 | +$722 | 285.7% |
| Clearstead Advisors, LLC | 15,860 | +229 | $581.7K | -$666 | 1.5% |
| HARBOUR INVESTMENTS, INC. | 86 | +18 | $3.2K | +$623 | 26.5% |
| AdvisorNet Financial, Inc | 67 | +15 | $2.5K | +$520 | 28.8% |
| FINANCIAL CONSULATE, INC | 68 | +13 | $2.5K | +$445 | 23.6% |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,390 | +55 | $161.0K | -$367 | 1.3% |
| HANTZ FINANCIAL SERVICES, INC. | 9,030 | +8,366 | $331 | +$306 | 1259.9% |
| Spire Wealth Management | 51 | +8 | $1.9K | +$269 | 18.6% |
| Bogart Wealth, LLC | 515 | +15 | $18.9K | +$260 | 3.0% |
| CWM, LLC | 10,687 | +6,894 | $392 | +$251 | 181.8% |
| VAN ECK ASSOCIATES CORP | 176,393 | +8,793 | $6.5K | +$225 | 5.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 436,710 | +1,706 | $16.0K | -$190 | 0.4% |
| Activest Wealth Management | 9 | +4 | $330 | +$144 | 80.0% |
| Wiser Advisor Group LLC | 1,337 | +17 | $49.0K | -$143 | 1.3% |
| ORG Partners LLC | 20 | +4 | $732 | +$136 | 25.0% |
| Penserra Capital Management LLC | 14,639 | +2,375 | $536 | +$80 | 19.4% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 285,995 | +2,348 | $10.5K | -$79 | 0.8% |
| CX Institutional | 3,873 | +1,880 | $142 | +$68 | 94.3% |
| CANADA LIFE ASSURANCE Co | 623,684 | +5,444 | $22.9K | +$64 | 0.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7 | +1 | $257 | +$33 | 16.7% |
| Handelsbanken Fonder AB | 82,600 | +800 | $3.0K | -$18 | 1.0% |
| Avion Wealth | 85 | +58 | $3 | +$2 | 214.8% |
| Covestor Ltd | 293 | +6 | $11 | $0 | 2.1% |