UDR, Inc.
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership17,123 shares
Latest Disclosed Value $ 578,458
Rockefeller Capital Management L.P. reports 53.24% increase in ownership of UDR / UDR, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 17,123 shares of UDR, Inc. (MX:UDR) valued at $578,458 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 11,174 shares of UDR, Inc.. This represents a change in shares of 53.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UDR COM 902653104 17,123 5,949 53.24 578 41.32 0.0005
2026-03-16 2025-12-31 13F/A-1 UDR COM 902653104 11,174 1,071 10.60 410 8.78 0.0007
2026-02-14 2025-12-31 13F UDR COM 902653104 11,175 1,072 410 0.0004
2025-11-14 2025-09-30 13F UDR COM 902653104 10,103 -790 -7.25 376 -22.95 0.0007
2025-08-14 2025-06-30 13F/A-1 UDR COM 902653104 10,893 -29,226 -72.85 488 -73.07 0.0011
2025-08-08 2025-06-30 13F UDR COM 902653104 10,893 -29,226 488 0.0006
2025-05-14 2025-03-31 13F UDR COM 902653104 40,119 12,431 44.90 1,812 50.87 0.0045
2025-02-13 2024-12-31 13F UDR COM 902653104 27,688 -3,594 -11.49 1,201 -15.24 0.0031
2024-11-14 2024-09-30 13F UDR COM 902653104 31,282 91 0.29 1,417 10.53 0.0038
2024-08-12 2024-06-30 13F UDR COM 902653104 31,191 -1,256 -3.87 1,283 5.69 0.0036
2024-05-14 2024-03-31 13F UDR COM 902653104 32,447 -437 -1.33 1,214 -3.65 0.0035
2024-02-14 2023-12-31 13F UDR COM 902653104 32,884 1,126 3.55 1,259 11.22 0.0042
2023-11-14 2023-09-30 13F UDR COM 902653104 31,758 25,281 390.32 1,133 307.19 0.0044
2023-08-14 2023-06-30 13F UDR COM 902653104 6,477 6,477 278 0.0011
2023-05-17 2023-03-31 13F UDR COM 902653104 0 -3,415 -100.00 0 -100.00
2023-03-06 2022-12-31 13F UDR COM 902653104 3,415 -2,163 -38.78 131 -43.53 0.0007
2022-11-02 2022-09-30 13F UDR COM 902653104 5,578 668 13.60 232 3.11 0.0012
2022-08-12 2022-06-30 13F UDR COM 902653104 4,910 216 4.60 225 -16.04 0.0012
2022-05-13 2022-03-31 13F UDR COM 902653104 4,694 1,518 47.80 268 41.05 0.0013
2022-02-14 2021-12-31 13F UDR COM 902653104 3,176 443 16.21 190 31.94 0.0009
2021-11-12 2021-09-30 13F UDR COM 902653104 2,733 1,508 123.10 144 144.07 0.0008
2021-08-10 2021-06-30 13F UDR COM 902653104 1,225 -244 -16.61 59 -6.35 0.0003
2021-05-11 2021-03-31 13F UDR COM 902653104 1,469 399 37.29 63 57.50 0.0004
2021-02-12 2020-12-31 13F UDR COM 902653104 1,070 460 75.41 40 110.53 0.0003
2020-11-13 2020-09-30 13F UDR COM 902653104 610 610 19 0.0002
2020-08-12 2020-06-30 13F UDR COM 902653104 0 -47 -100.00 0 -100.00
2020-05-12 2020-03-31 13F UDR COM 902653104 47 47 2 0.0000
2019-08-09 2019-06-30 13F UDR COM 902653104 0 -85 -100.00 0 -100.00
2019-05-10 2019-03-31 13F UDR COM 902653104 85 85 4 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.