Public record / Tickers / UDR

UDR — UDR, Inc.

Both disclosure regimes on one name: who in Congress filed about UDR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming UDR
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
467
top-467 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Julie Johnson · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2026-08-05. Ranked over every UDR row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UDR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UDR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in UDR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UDR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · UDR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · UDR INC

Merged timeline of congressional filings and notable-manager moves on UDR
DateWhoChangeSize
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+214,833 sh
2026-05-15Bridgewater Associates 13Fnew+15,573 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UDR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$887M1
3Capital Research Global Investors$866M1
4STATE STREET CORP$728M1
5VANGUARD CAPITAL MANAGEMENT LLC$691M1
6FMR LLC$463M1
7Invesco Ltd.$463M1
8GEODE CAPITAL MANAGEMENT, LLC$295M1
9CENTERSQUARE INVESTMENT MANAGEMENT LLC$283M1
10WELLINGTON MANAGEMENT GROUP LLP$219M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$169M1
12DIMENSIONAL FUND ADVISORS LP$164M1
13NORTHERN TRUST CORP$154M1
14Daiwa Securities Group Inc.$150M1
15MORGAN STANLEY$120M1
16CITADEL ADVISORS LLC$118M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$98.9M1
18BALYASNY ASSET MANAGEMENT L.P.$93.4M1
19Legal & General Group Plc$89.3M1
20CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$85.7M1
21PRUDENTIAL FINANCIAL INC$84.8M1
22Bank of New York Mellon Corp$75.0M1
23Sumitomo Mitsui Trust Group, Inc.$72.9M1
24UBS Group AG$68.6M1
25Woodline Partners LP$62.2M1
26VANGUARD FIDUCIARY TRUST CO$58.1M1
27MILLENNIUM MANAGEMENT LLC$45.8M1
28RENAISSANCE TECHNOLOGIES LLC$42.3M1
29DEUTSCHE BANK AG\$41.3M1
30TEACHER RETIREMENT SYSTEM OF TEXAS$40.4M1
31HSBC HOLDINGS PLC$40.0M1
32BANK OF AMERICA CORP /DE/$39.8M1
33ALLIANCEBERNSTEIN L.P.$39.3M1
34AMERIPRISE FINANCIAL INC$36.9M1
35Amundi$36.3M1
36FIRST TRUST ADVISORS LP$35.2M1
37SEI INVESTMENTS CO$33.2M1
38Swiss National Bank$31.1M1
39Mitsubishi UFJ Asset Management Co., Ltd.$31.1M1
40CITIGROUP INC$30.2M1
41APG Asset Management US Inc.$28.4M1
42Callodine Capital Management, LP$28.2M1
43GRS Advisors, LLC$27.6M1
44Hudson Bay Capital Management LP$26.7M1
45BAMCO INC /NY/$26.1M1
46Apollo Management Holdings, L.P.$25.5M1
47Freestone Grove Partners LP$24.9M1
48Nuveen, LLC$24.7M1
49Investure, LLC$23.0M1
50SCHRODER INVESTMENT MANAGEMENT GROUP$22.3M1
51BANK OF MONTREAL /CAN/$22.0M1
52ExodusPoint Capital Management, LP$21.5M1
53Vanguard Global Advisers, LLC$21.3M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$21.1M1
55Gotham Asset Management, LLC$20.5M1
56Asset Management One Co., Ltd.$20.1M1
57NOMURA ASSET MANAGEMENT CO LTD$19.5M1
58Universal- Beteiligungs- und Servicegesellschaft mbH$18.3M1
59ADAGE CAPITAL PARTNERS GP, L.L.C.$17.5M1
60Allianz Asset Management GmbH$16.8M1
61PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.1M1
62STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
63PRINCIPAL FINANCIAL GROUP INC$14.8M1
64RAYMOND JAMES FINANCIAL INC$14.5M1
65AQR CAPITAL MANAGEMENT LLC$14.2M1
66Lighthouse Investment Partners, LLC$13.3M1
67Sophron Capital Management L.P.$13.0M1
68Vanguard Investments Australia, Ltd.$12.4M1
69JANE STREET GROUP, LLC$12.2M1
70PACIFIC HEIGHTS ASSET MANAGEMENT LLC$11.8M1
71ROYAL BANK OF CANADA$11.2M1
72Hazelview Securities Inc.$11.0M1
73State of New Jersey Common Pension Fund D$10.9M1
74Korea Investment CORP$10.5M1
75Chevy Chase Trust Holdings, LLC$10.5M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.4M1
77DANSKE BANK A/S$9.6M1
78Zurcher Kantonalbank (Zurich Cantonalbank)$9.0M1
79Point72 Asset Management, L.P.$9.0M1
80NISA INVESTMENT ADVISORS, LLC$8.6M1
81OMERS ADMINISTRATION Corp$8.4M1
82CIBC WORLD MARKET INC.$8.3M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.2M1
84Bayhunt Capital LLC$8.1M1
85Retirement Systems of Alabama$7.8M1
86HUDSON EDGE INVESTMENT PARTNERS INC.$7.7M1
87Quantinno Capital Management LP$7.5M1
88MACQUARIE GROUP LTD$7.5M1
89COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.4M1
90AVIVA PLC$7.4M1
91CARRONADE CAPITAL MANAGEMENT, LP$7.0M1
92Danica Pension, Livsforsikringsaktieselskab$6.9M1
93HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6.8M1
94EVERGREEN CAPITAL MANAGEMENT LLC$6.8M1
95ABC ARBITRAGE SA$6.6M1
96MANNING & NAPIER ADVISORS LLC$6.4M1
97Presima Securities ULC$6.4M1
98BOOTHBAY FUND MANAGEMENT, LLC$6.3M1
99Resona Asset Management Co.,Ltd.$6.1M1
100NEW YORK STATE COMMON RETIREMENT FUND$5.9M1
101CIBC Bancorp USA Inc.$5.8M1
102Connor, Clark & Lunn Investment Management Ltd.$5.7M1
103VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
104EXCHANGE TRADED CONCEPTS, LLC$5.5M1
105AEW CAPITAL MANAGEMENT L P$5.4M1
106XTX Topco Ltd$5.3M1
107Aberdeen Group plc$5.2M1
108Vert Asset Management LLC$5.2M1
109TD ASSET MANAGEMENT INC$5.0M1
110Corsicana & Co.$5.0M1
111Cerity Partners LLC$4.8M1
112LPL Financial LLC$4.8M1
113Calamos Advisors LLC$4.7M1
114BNP Paribas Asset Management Holding S.A.$4.6M1
115AMERICAN CENTURY COMPANIES INC$4.6M1
116WELLS FARGO & COMPANY/MN$4.6M1
117FIL Ltd$4.6M1
118Cander Asset Management LP$4.5M1
119Metis Global Partners, LLC$4.5M1
120Investment Management Corp of Ontario$4.5M1
121TORONTO DOMINION BANK$4.4M1
122Pictet Asset Management Holding SA$4.4M1
123APG Asset Management N.V.$4.3M1
124Mitsubishi UFJ Trust & Banking Corp$4.1M1
125KLP KAPITALFORVALTNING AS$4.1M1
126UniSuper Management Pty Ltd$4.0M1
127Holocene Advisors, LP$3.8M1
128Sumitomo Mitsui DS Asset Management Company, Ltd$3.7M1
129ADVOCATE GROUP LLC$3.5M1
130IFM Investors Pty Ltd$3.5M1
131NEOS Investment Management LLC$3.5M1
132LBP AM SA$3.5M1
133Oak Thistle LLC$3.3M1
134NATIONAL BANK OF CANADA /FI/$3.3M1
135BANK OF NOVA SCOTIA$3.3M1
136ProShare Advisors LLC$3.2M1
137Tredje AP-fonden$3.2M1
138STOREBRAND ASSET MANAGEMENT AS$3.1M1
139Squarepoint Ops LLC$3.1M1
140NISSAY ASSET MANAGEMENT CORP /JAPAN$3.0M1
141PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
142Arizona State Retirement System$2.9M1
143Janus Henderson Group Ltd.$2.8M1
144SEB Asset Management AB$2.8M1
145Czech National Bank$2.8M1
146ENVESTNET ASSET MANAGEMENT INC$2.7M1
147NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
149MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
150WOLVERINE ASSET MANAGEMENT LLC$2.5M1
151Mirae Asset Global Investments Co., Ltd.$2.5M1
152CIBC Asset Management Inc$2.5M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.4M1
154Consolidated Investment Group LLC$2.4M1
155Creative Planning$2.4M1
156DOVER ADVISORS, LLC$2.3M1
157DIMENSION CAPITAL MANAGEMENT LLC$2.2M1
158ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.1M1
159VOYA INVESTMENT MANAGEMENT LLC$2.1M1
160XPONANCE LLC$2.1M1
161Federation des caisses Desjardins du Quebec$2.0M1
162Inspire Investing, LLC$2.0M1
163New Age Alpha Advisors, LLC$1.9M1
164MERCER GLOBAL ADVISORS INC /ADV$1.9M1
165Verition Fund Management LLC$1.8M1
166DnB Asset Management AS$1.8M1
167Utah Retirement Systems$1.8M1
168Ensign Peak Advisors, Inc$1.8M1
169COMMONWEALTH EQUITY SERVICES, LLC$1.8M1
170Swedbank AB$1.6M1
171Summit Trail Advisors, LLC$1.6M1
172Telos Capital Management, Inc.$1.6M1
173Swiss Life Asset Management Ltd$1.5M1
174Rakuten Investment Management, Inc.$1.5M1
175VICTORY CAPITAL MANAGEMENT INC$1.5M1
176SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
177Atlantic Union Bankshares Corp$1.5M1
178BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
179Eurizon Capital SGR S.p.A.$1.4M1
180HighTower Advisors, LLC$1.4M1
181SummitTX Capital, L.P.$1.4M1
182Bleakley Financial Group, LLC$1.3M1
183Focus Partners Wealth$1.3M1
184Vanguard Personalized Indexing Management, LLC$1.3M1
185MACKENZIE FINANCIAL CORP$1.2M1
186FRANKLIN RESOURCES INC$1.2M1
187M&T BANK CORP$1.2M1
188OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
189S-Bank Fund Management Ltd$1.2M1
190Norinchukin Bank, The$1.1M1
191NORDEA INVESTMENT MANAGEMENT AB$1.1M1
192GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$1.1M1
193MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
194IEQ CAPITAL, LLC$1.1M1
195OP Asset Management Ltd$1.1M1
196INTECH INVESTMENT MANAGEMENT LLC$1.0M1
197Cetera Investment Advisers$1.0M1
198GeoWealth Management, LLC$1.0M1
199Rafferty Asset Management, LLC$1000K1
200Brookstone Capital Management$992K1
201Polymer Capital Management (US) LLC$965K1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$953K1
203Tidal Investments LLC$908K1
204Corient Private Wealth LLC$881K1
205Kepler Cheuvreux (Suisse) SA$857K1
206MQS Management LLC$857K1
207Brooklyn Investment Group$856K1
208BROWN ADVISORY INC$802K1
209LONDON CO OF VIRGINIA$790K1
210Harvest Portfolios Group Inc.$774K1
211DAVENPORT & Co LLC$749K1
212OSAIC HOLDINGS, INC.$741K1
213FIFTH THIRD BANCORP$734K1
214COHEN & STEERS, INC.$701K1
215Ethic Inc.$698K1
216Atom Investors LP$690K1
217Havemeyer Place LP$684K1
218NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$683K1
219Generali Asset Management SPA SGR$674K1
220National Pension Service$663K1
221Tower Research Capital LLC (TRC)$647K1
222MIZUHO SECURITIES USA LLC$614K1
223Atria Investments, Inc$613K1
224WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$612K1
225VARCOV Co.$612K1
226OPPENHEIMER ASSET MANAGEMENT INC.$611K1
227KEYBANK NATIONAL ASSOCIATION/OH$602K1
228LONGFELLOW INVESTMENT MANAGEMENT CO LLC$593K1
229Pathstone Holdings, LLC$591K1
230UNITED CAPITAL FINANCIAL ADVISORS, LLC$590K1
231Vident Advisory, LLC$588K1
232Rockefeller Capital Management L.P.$578K1
233Bayesian Capital Management, LP$574K1
234PRUDENTIAL PLC$568K1
235PACIFIC SUN FINANCIAL CORP$536K1
236Bridgewater Associates, LP$526K1
237DoubleLine ETF Adviser LP$525K1
238Maryland State Retirement & Pension System$518K1
239TOKIO MARINE ASSET MANAGEMENT CO LTD$515K1
240Naviter Wealth, LLC$513K1
241Crossmark Global Holdings, Inc.$513K1
242Clearstead Advisors, LLC$497K1
243DRW Securities, LLC$485K1
244QUADRANT CAPITAL GROUP LLC$483K1
245Allspring Global Investments Holdings, LLC$467K1
246Blueshift Asset Management, LLC$462K1
247Sanctuary Advisors, LLC$439K1
248CWM, LLC$423K1
249MUFG Securities EMEA plc$418K1
250Partners in Financial Planning$418K1
251Frec Markets, Inc.$406K1
252ASR Vermogensbeheer N.V.$401K1
253Hummer Financial Advisory Services Inc$396K1
254Saudi Central Bank$391K1
255GTS SECURITIES LLC$380K1
256State of Wyoming$378K1
257ABN AMRO INVESTMENT SOLUTIONS$373K1
258SNOWWATER INVESTMENT PARTNERS, LLC$367K1
259E. Ohman J:or Asset Management AB$366K1
260TWO SIGMA SECURITIES, LLC$363K1
261Jefferies Financial Group Inc.$347K1
262CPA Asset Management Group, LLC$343K1
263Ackerman Capital Advisors, LLC$339K1
264BOK Financial Private Wealth, Inc.$334K1
265Wealthfront Advisers LLC$331K1
266Farringdon Capital, Ltd.$327K1
267North Dakota State Investment Board$326K1
268NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$325K1
269NOMURA HOLDINGS INC$321K1
270STIFEL FINANCIAL CORP$318K1
271GROUPAMA ASSET MANAGMENT$313K1
272BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$305K1
273CREDIT AGRICOLE S A$305K1
274Capula Management Ltd$301K1
275Sequoia Financial Advisors, LLC$300K1
276Carnegie Investment Counsel$296K1
277Medallion Wealth Advisors, LLC$285K1
278MUFG SECURITIES AMERICAS INC.$281K1
279HB Wealth Management, LLC$275K1
280SECURIAN ASSET MANAGEMENT, INC$273K1
281LOWE BROCKENBROUGH & CO INC$270K1
282CAPITAL MANAGEMENT CORP /VA$253K1
283Capital International Sarl$251K1
284M&G Plc$246K1
285B. Metzler seel. Sohn & Co. AG$243K1
286GATEWAY INVESTMENT ADVISERS LLC$241K1
287Advisory Alpha, LLC$238K1
288Aprio Wealth Management, LLC$236K1
289Compound Planning, Inc.$234K1
290TT Capital Management LLC$233K1
291One Capital Management, LLC$231K1
292PATTON FUND MANAGEMENT, INC.$229K1
293Integrity Wealth Solutions LLC$229K1
294ROYAL LONDON ASSET MANAGEMENT LTD$226K1
295GUGGENHEIM CAPITAL LLC$224K1
296D. E. Shaw & Co., Inc.$221K1
297Verus Financial Partners, Inc.$219K1
298IRON Financial LLC$214K1
299ALPS ADVISORS INC$211K1
300WINEBRENNER CAPITAL MANAGEMENT LLC$203K1
301Caitong International Asset Management Co., Ltd$194K1
302Arax Advisory Partners$188K1
303TEMA ETFS LLC$183K1
304Cetera Trust Company, N.A$176K1
305Livforsakringsbolaget Skandia, Omsesidigt$148K1
306Siemens Fonds Invest GmbH$145K1
307WESTPAC BANKING CORP$128K1
308Quarry LP$119K1
309US BANCORP \DE\$116K1
310SIGNATUREFD, LLC$115K1
311Steward Partners Investment Advisory, LLC$112K1
312Ameritas Investment Partners, Inc.$96.1K1
313Y.D. More Investments Ltd$91.4K1
314Allworth Financial LP$78.5K1
315Addison Advisors LLC$60.1K1
316MATHER GROUP, LLC.$52.9K1
317TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$52.4K1
318SALEM INVESTMENT COUNSELORS INC$45.6K1
319Glen Eagle Advisors, LLC$43.8K1
320MAI Capital Management$42.7K1
321FEDERATED HERMES, INC.$42.6K1
322UMB Bank, n.a.$40.5K1
323PRIVATE TRUST CO NA$36.6K1
324ALBION FINANCIAL GROUP /UT$33.8K1
325Cromwell Holdings LLC$31.1K1
326GROUP ONE TRADING LLC$29.3K1
327CYBER HORNET ETFs LLC$28.3K1
328ASSETMARK, INC$25.3K1
329Smartleaf Asset Management LLC$25.0K1
330Pinnacle Wealth Planning Services, Inc.$24.7K1
331WEBSTER BANK, N. A.$21.9K1
332CANADA LIFE ASSURANCE Co$21.1K1
333TD Capital Management LLC$20.3K1
334NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.7K1
335INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$17.1K1
336DUNCKER STREETT & CO INC$16.9K1
337Owl Creek Wealth Partners LLC$16.7K1
338SHP Wealth Management$15.6K1
339Crews Bank & Trust$15.0K1
340JNBA Financial Advisors$13.9K1
341Parkside Financial Bank & Trust$12.2K1
342Gold Investment Management Ltd.$11.8K1
343Manchester Capital Management LLC$10.7K1
344TRUST CO OF TOLEDO NA /OH/$10.5K1
345NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9.3K1
346CENTRAL TRUST Co$8.4K1
347DT Investment Partners, LLC$7.6K1
348MBM WEALTH CONSULTANTS, LLC$7.3K1
349DekaBank Deutsche Girozentrale$7.2K1
350VAN ECK ASSOCIATES CORP$6.8K1
351Geneos Wealth Management Inc.$6.8K1
352Bayforest Capital Ltd$6.7K1
353State of Alaska, Department of Revenue$6.5K1
354FARMERS & MERCHANTS INVESTMENTS INC$6.5K1
355Dogwood Wealth Management LLC$5.8K1
356Larson Financial Group LLC$5.7K1
357WOLFF WIESE MAGANA LLC$4.9K1
358Treasurer of the State of North Carolina$4.8K1
359Kilter Group LLC$4.6K1
360Investors Research Corp$4.4K1
361CVA Family Office, LLC$3.4K1
362THRIVENT FINANCIAL FOR LUTHERANS$3.1K1
363Private Wealth Management Group, LLC$2.6K1
364Annis Gardner Whiting Capital Advisors, LLC$2.5K1
365SouthState Bank Corp$2.3K1
366Ilmarinen Mutual Pension Insurance Co$2.3K1
367Vestcor Inc$2.2K1
368Blue Trust, Inc.$2.2K1
369MV CAPITAL MANAGEMENT, INC.$2.2K1
370NATIXIS ADVISORS, LLC$2.1K1
371ELEVATION WEALTH PARTNERS, LLC$2.0K1
372Physician Wealth Advisors, Inc.$2.0K1
373KBC Group NV$2.0K1
374AMALGAMATED BANK$1.9K1
375Clayton Financial Group LLC$1.8K1
376Westside Investment Management, Inc.$1.8K1
377SUMMIT SECURITIES GROUP LLC$1.7K1
378Aurora Investment Managers, LLC.$1.5K1
379JPL Wealth Management, LLC$1.2K1
380Spire Wealth Management$1.2K1
381iA Global Asset Management Inc.$1.1K1
382Johnson Financial Group, Inc.$1.1K1
383TFC Financial Management, Inc.$1.1K1
384Keating Financial Advisory Services, Inc.$1.1K1
385PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$9911
386Intentional Wealth Strategies, LLC$8781
387Quaker Wealth Management, LLC$8111
388Harbor Asset Planning, Inc.$8111
389TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7951
390Abound Wealth Management$7841
391Destiny Wealth Partners, LLC$6761
392Transamerica Financial Advisors, LLC$6411
393American Capital Advisory, LLC$5411
394Signature Resources Capital Management, LLC$5401
395Sachetta, LLC$5071
396Rialto Wealth Management, LLC$5071
397Penserra Capital Management LLC$5041
398Salomon & Ludwin, LLC$4851
399Bell Investment Advisors, Inc$4731
400Activest Wealth Management$3041
401Synergy Investment Management, LLC$3041
402THOMPSON SIEGEL & WALMSLEY LLC$3011
403STEVENS CAPITAL MANAGEMENT LP$2561
404Clark Wealth Partners$1361
405MEEDER ASSET MANAGEMENT INC$341
4063 FACTOR INDEXING, LLC$341
407Smithfield Trust Co$31
408Avion Wealth$01
409VANGUARD GROUP INC$01
410HARBOUR INVESTMENTS, INC.$01
411HOWARD HUGHES MEDICAL INSTITUTE$01
412FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$01
413LEAVELL INVESTMENT MANAGEMENT, INC.$01
4141832 Asset Management L.P.$01
415VIRGINIA RETIREMENT SYSTEMS ET Al$01
416CIBC WORLD MARKETS CORP$01
417COLDSTREAM CAPITAL MANAGEMENT INC$01
418TCV Trust & Wealth Management, Inc.$01
419NATIXIS$01
420CANADA PENSION PLAN INVESTMENT BOARD$01
421CIBC Private Wealth Group LLC$01
422NORGES BANK$01
423HBK Sorce Advisory LLC$01
424PRELUDE CAPITAL MANAGEMENT, LLC$01
425PEAK6 LLC$01
426Alyeska Investment Group, L.P.$01
427Brevan Howard Capital Management LP$01
428TOBAM$01
429Skandinaviska Enskilda Banken AB (publ)$01
430Andra AP-fonden$01
431LMR Partners LLP$01
432FORSTA AP-FONDEN$01
433FINANCIAL CONSULATE, INC$01
434Versor Investments LP$01
435DigitalBridge Group, Inc.$01
436Harvest Fund Management Co., Ltd$01
437AlphaCore Capital LLC$01
438DV Trading LLC$01
439Bridgefront Capital, LLC$01
440Qube Research & Technologies Ltd$01
441Chesapeake Wealth Management$01
442Luken Investment Analytics, LLC$01
443RUSH ISLAND MANAGEMENT, LP$01
444WORLDQUANT MILLENNIUM ADVISORS LLC$01
445Global Retirement Partners, LLC$01
446Cresset Asset Management, LLC$01
447Prestige Wealth Management Group LLC$01
448Masterton Capital Management, LP$01
449Kestra Advisory Services, LLC$01
450AlTi Global, Inc.$01
451DV EQUITIES, LLC$01
452B&I Capital AG$01
453Conversant Capital LLC$01
454Invst, LLC$01
455Private Wealth Asset Management, LLC$01
456AlphaQuest LLC$01
457SageView Advisory Group, LLC$01
458Cape Investment Advisory, Inc.$01
459Dunhill Financial, LLC$01
460Turning Point Benefit Group, Inc.$01
461Abel Hall, LLC$01
462IMG Wealth Management, Inc.$01
463Wealth Watch Advisors, INC$01
464Aster Capital Management (DIFC) Ltd$01
465Murphy & Mullick Capital Management Corp$01
466MidFirst Bank$01
467Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 467 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UDR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming UDR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for UDR · financials and macro

Financials — as filed PLANNED

UDR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UDR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing