UDR, Inc.
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,177 shares
Latest Disclosed Value $ 40,936
Whittier Trust Co reports 46.18% decrease in ownership of UDR / UDR, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,177 shares of UDR, Inc. (MX:UDR) valued at $40,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,187 shares of UDR, Inc.. This represents a change in shares of -46.18% 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)
2026-04-28 2026-03-31 13F UDR common 902653104 1,177 -1,010 -46.18 41 -50.62 0.0005
2026-01-26 2025-12-31 13F UDR common 902653104 2,187 0 0.00 81 2.53 0.0009
2025-10-31 2025-09-30 13F UDR common 902653104 2,187 -309 -12.38 80 -21.78 0.0009
2025-07-30 2025-06-30 13F UDR INC COM REIT'S 902653104 2,496 309 14.13 102 3.06 0.0012
2025-05-02 2025-03-31 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 99 4.26 0.0014
2025-02-11 2024-12-31 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 95 -5.05 0.0013
2024-10-21 2024-09-30 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 99 11.24 0.0013
2024-07-29 2024-06-30 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 90 9.88 0.0013
2024-05-02 2024-03-31 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 82 -2.41 0.0012
2024-01-11 2023-12-31 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 84 7.79 0.0014
2023-10-27 2023-09-30 13F UDR INC COM REIT'S 902653104 2,187 0 0.00 78 -17.20 0.0014
2023-07-24 2023-06-30 13F UDR INC COM REIT'S 902653104 2,187 -977 -30.88 94 -27.91 0.0016
2023-04-21 2023-03-31 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 130 5.74 0.0024
2023-01-25 2022-12-31 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 123 -7.58 0.0024
2022-10-21 2022-09-30 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 132 -9.59 0.0028
2022-07-28 2022-06-30 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 146 -19.34 0.0029
2022-04-29 2022-03-31 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 181 -4.74 0.0031
2022-01-19 2021-12-31 13F UDR INC COM REIT'S 902653104 3,164 0 0.00 190 13.10 0.0031
2021-11-01 2021-09-30 13F UDR INC COM REIT'S 902653104 3,164 160 5.33 168 14.29 0.0031
2021-07-29 2021-06-30 13F UDR INC COM REIT'S 902653104 3,004 160 5.63 147 17.60 0.0026
2021-04-26 2021-03-31 13F UDR INC COM REIT'S 902653104 2,844 0 0.00 125 14.68 0.0024
2021-01-29 2020-12-31 13F UDR INC COM REIT'S 902653104 2,844 820 40.51 109 65.15 0.0023
2020-10-30 2020-09-30 13F UDR INC COM REIT'S 902653104 2,024 0 0.00 66 -13.16 0.0016
2020-07-10 2020-06-30 13F UDR INC COM REIT'S 902653104 2,024 2,024 76 0.0021
2018-10-23 2018-09-30 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 0 -907 -100.00 0 -100.00
2018-07-20 2018-06-30 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 907 26 0.0013
2016-04-28 2016-03-31 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 0 0 0 0.0000
2016-02-10 2015-12-31 13F UDR INC COM REIT?S 902653104 0 -907 -100.00 0 -100.00
2015-11-12 2015-09-30 13F UDR INC COM REIT?S 902653104 907 0 0.00 31 6.90 0.0015
2015-08-13 2015-06-30 13F UDR INC COM REIT?S 902653104 907 0 0.00 29 -6.45 0.0013
2015-05-05 2015-03-31 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 907 31 0.0014
2015-02-04 2014-12-31 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 0 -907 -100.00 0 -100.00
2014-11-07 2014-09-30 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 0 0.00 25 -3.85 0.0012
2014-08-04 2014-06-30 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 0 0.00 26 13.04 0.0013
2014-05-01 2014-03-31 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 0 0.00 23 9.52 0.0012
2014-02-05 2013-12-31 13F UDR INC COM US SMALL AND MID-CAP EQUITIES 902653104 907 -4,064 -81.75 21 -82.20 0.0011
2013-11-18 2013-09-30 13F UDR COM 902653104 4,971 0 0.00 118 -7.09 0.0064
2013-08-14 2013-06-30 13F UDR COM 902653104 4,971 4,971 127 0.0071
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.