Filing Research | UDR - UDR INC Institutional Holdings

Snapshot holdings

50 / 98 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	336.1KSH	$13.4M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	307.4KSH	$12.3M
3	Y-Intercept (Hong Kong) Ltd	Shares	234.0KSH	$9.3M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	224.1KSH	$8.9M
5	Vert Asset Management LLC	Shares	160.2KSH	$6.4M
6	Police & Firemen's Retirement System of New Jersey	Shares	146.5KSH	$5.8M
7	ADVOCATE GROUP LLC	Shares	120.5KSH	$4.8M
8	Corsicana & Co.	Shares	110.7KSH	$4.4M
9	Czech National Bank	Shares	84.2KSH	$3.4M
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	80.8KSH	$3.2M
11	Consolidated Investment Group LLC	Shares	70.1KSH	$2.8M
12	Mirae Asset Global Investments Co., Ltd.	Shares	67.7KSH	$2.7M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	63.2KSH	$2.5M
14	IFM Investors Pty Ltd	Shares	53.2KSH	$2.1M
15	Telos Capital Management, Inc.	Shares	45.3KSH	$1.8M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.4KSH	$1.2M
17	Sivia Capital Partners, LLC	Shares	27.4KSH	$1.1M
18	Paller Financial Services Inc	Shares	25.5KSH	$1.0M
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	24.9KSH	$992.0K
20	DAVENPORT & Co LLC	Shares	21.9KSH	$874.1K
21	ABC ARBITRAGE SA	Shares	19.6KSH	$781.0K
22	HARTFORD INVESTMENT MANAGEMENT CO	Shares	16.2KSH	$648.4K
23	Crossmark Global Holdings, Inc.	Shares	15.7KSH	$627.6K
24	MIZUHO SECURITIES USA LLC	Shares	18.2KSH	$614.2K
25	Louisiana State Employees Retirement System	Shares	15.1KSH	$602.8K
26	Hummer Financial Advisory Services Inc	Shares	11.7KSH	$467.9K
27	GAMMA Investing LLC	Shares	11.3KSH	$451.2K
28	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	11.1KSH	$441.8K
29	Abel Hall, LLC	Shares	10.5KSH	$418.6K
30	CARY STREET PARTNERS FINANCIAL LLC	Shares	10.3KSH	$411.7K
31	Sequoia Financial Advisors, LLC	Shares	10.1KSH	$401.5K
32	Aprio Wealth Management, LLC	Shares	7.9KSH	$316.5K
33	SECURIAN ASSET MANAGEMENT, INC	Shares	7.9KSH	$312.4K
34	IRON Financial LLC	Shares	6.8KSH	$269.6K
35	Verus Financial Partners, Inc.	Shares	6.4KSH	$255.5K
36	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	6.0KSH	$239.5K
37	Tema ETFs LLC	Shares	6.0KSH	$239.1K
38	CPA Asset Management Group, LLC	Shares	5.1KSH	$202.4K
39	TCV Trust & Wealth Management, Inc.	Shares	5.0KSH	$200.6K
40	Canada Post Corp Registered Pension Plan	Shares	4.9KSH	$197.0K
41	SIGNATUREFD, LLC	Shares	2.7KSH	$107.7K
42	ST GERMAIN D J CO INC	Shares	2.2KSH	$86.3K
43	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$62.1K
44	Farther Finance Advisors, LLC	Shares	1.3KSH	$52.9K
45	ALBION FINANCIAL GROUP /UT	Shares	1.0KSH	$39.9K
46	Owl Creek Wealth Partners LLC	Shares	875SH	$34.9K
47	MassMutual Private Wealth & Trust, FSB	Shares	864SH	$34.5K
48	Cromwell Holdings LLC	Shares	767SH	$30.6K
49	Versant Capital Management, Inc	Shares	684SH	$27.3K
50	E Fund Management (Hong Kong) Co., Ltd.	Shares	613SH	$24.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 117 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+234.0K	+$9.3M	$9.3M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+171.9K	+$7.9M	$13.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+87.2K	+$4.8M	$12.3M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+96.5K	+$4.2M	$5.8M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+23.4K	+$2.2M	$8.9M
6	ADVOCATE GROUP LLC added	Shares	+16.0K	+$1.3M	$4.8M
7	Vert Asset Management LLC added	Shares	+6.0K	+$1.2M	$6.4M
8	Sivia Capital Partners, LLC new	Shares	+27.4K	+$1.1M	$1.1M
9	Paller Financial Services Inc new	Shares	+25.5K	+$1.0M	$1.0M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.7K	+$635.3K	$1.2M
11	Czech National Bank added	Shares	+2.3K	+$592.9K	$3.4M
12	Consolidated Investment Group LLC unchanged	Shares	0	+$430.4K	$2.8M
13	Abel Hall, LLC new	Shares	+10.5K	+$418.6K	$418.6K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+264	+$397.2K	$2.5M
15	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-5.8K	+$218.5K	$2.7M
16	Telos Capital Management, Inc. trimmed	Shares	-2.0K	+$211.8K	$1.8M
17	TCV Trust & Wealth Management, Inc. new	Shares	+5.0K	+$200.6K	$200.6K
18	DAVENPORT & Co LLC trimmed	Shares	-284	+$124.9K	$874.1K
19	Crossmark Global Holdings, Inc. added	Shares	+549	+$115.1K	$627.6K
20	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$101.8K	$401.5K
21	Louisiana State Employees Retirement System trimmed	Shares	-200	+$86.0K	$602.8K
22	Aprio Wealth Management, LLC added	Shares	+954	+$80.9K	$316.5K
23	Hummer Financial Advisory Services Inc unchanged	Shares	0	+$72.0K	$467.9K
24	GAMMA Investing LLC added	Shares	+54	+$71.2K	$451.2K
25	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-975	+$66.8K	$648.4K
26	Tema ETFs LLC added	Shares	+580	+$56.4K	$239.1K
27	IRON Financial LLC added	Shares	+411	+$55.4K	$269.6K
28	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-393	+$50.0K	$411.7K
29	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-220	+$39.6K	$312.4K
30	WINEBRENNER CAPITAL MANAGEMENT LLC trimmed	Shares	-11	+$36.5K	$239.5K
31	Verus Financial Partners, Inc. unchanged	Shares	0	+$36.3K	$255.5K
32	SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed	Shares	-3.5K	+$34.3K	$992.0K
33	Canada Post Corp Registered Pension Plan unchanged	Shares	0	+$30.3K	$197.0K
34	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+613	+$24.5K	$24.5K
35	SJS Investment Consulting Inc. new	Shares	+608	+$24.3K	$24.3K
36	EverSource Wealth Advisors, LLC added	Shares	+336	+$20.9K	$62.1K
37	Owl Creek Wealth Partners LLC added	Shares	+380	+$18.2K	$34.9K
38	ST GERMAIN D J CO INC unchanged	Shares	0	+$13.3K	$86.3K
39	ELEVATION WEALTH PARTNERS, LLC added	Shares	+239	+$9.9K	$11.9K
40	TRUST CO OF TOLEDO NA /OH/ added	Shares	+131	+$7.1K	$17.7K
41	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$6.1K	$39.9K
42	Farther Finance Advisors, LLC trimmed	Shares	-51	+$5.8K	$52.9K
43	Versant Capital Management, Inc added	Shares	+15	+$4.7K	$27.3K
44	Bogart Wealth, LLC added	Shares	+40	+$4.7K	$21.6K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+20	+$4.0K	$21.1K
46	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+46	+$3.0K	$9.7K
47	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed	Shares	-1.9K	+$2.9K	$441.8K
48	LANARK FINANCIAL, INC. added	Shares	+9	+$2.9K	$17.0K
49	Crews Bank & Trust unchanged	Shares	0	+$2.7K	$17.7K
50	JNBA Financial Advisors unchanged	Shares	0	+$2.5K	$16.4K

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