UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,850,115 shares
Latest Disclosed Value $ 163,836,828
Dimensional Fund Advisors Lp reports 3.10% increase in ownership of UDR / UDR, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 4,850,115 shares of UDR, Inc. (US:UDR) valued at $163,836,885 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,704,492 shares of UDR, Inc.. This represents a change in shares of 3.10% during the quarter. The current value of the position is $182,412,825 USD.

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)
2026-05-07 2026-03-31 13F UDR COM 902653104 4,850,115 145,623 3.10 163,837 -5.06 0.0073
2026-02-12 2025-12-31 13F UDR COM 902653104 4,704,492 83,122 1.80 172,564 0.22 0.0362
2025-11-12 2025-09-30 13F UDR COM 902653104 4,621,370 -17,825 -0.38 172,188 -9.10 0.0369
2025-08-12 2025-06-30 13F UDR COM 902653104 4,639,195 -82,083 -1.74 189,418 -11.18 0.0439
2025-05-13 2025-03-31 13F UDR COM 902653104 4,721,278 -35,754 -0.75 213,253 3.27 0.0530
2025-02-13 2024-12-31 13F UDR COM 902653104 4,757,032 44,599 0.95 206,501 -3.35 0.0496
2024-11-07 2024-09-30 13F UDR COM 902653104 4,712,433 -19,996 -0.42 213,657 9.72 0.0518
2024-08-09 2024-06-30 13F UDR COM 902653104 4,732,429 103,384 2.23 194,737 12.45 0.0509
2024-05-10 2024-03-31 13F UDR COM 902653104 4,629,045 54,259 1.19 173,173 -1.14 0.0469
2024-02-07 2023-12-31 13F UDR COM 902653104 4,574,786 -95,994 -2.06 175,172 5.14 0.0512
2023-11-09 2023-09-30 13F UDR COM 902653104 4,670,780 15,035 0.32 166,608 -16.70 0.0546
2023-08-09 2023-06-30 13F UDR COM 902653104 4,655,745 -48,650 -1.03 200,011 3.55 0.0637
2023-05-12 2023-03-31 13F UDR COM 902653104 4,704,395 170,856 3.77 193,155 110,274.29 0.0651
2023-02-09 2022-12-31 13F UDR COM 902653104 4,533,539 -87,651 -1.90 176 -99.91 0.0519
2022-11-10 2022-09-30 13F UDR COM 902653104 4,621,190 -182,435 -3.80 192,746 -12.85 0.0740
2022-08-12 2022-06-30 13F UDR COM 902653104 4,803,625 -11,482 -0.24 221,159 -19.94 0.0793
2022-05-13 2022-03-31 13F UDR COM 902653104 4,815,107 90,948 1.93 276,248 -2.52 0.0851
2022-02-09 2021-12-31 13F UDR COM 902653104 4,724,159 294 0.01 283,401 13.24 0.0857
2021-11-12 2021-09-30 13F UDR COM 902653104 4,723,865 -45,272 -0.95 250,276 7.14 0.0806
2021-08-12 2021-06-30 13F UDR COM 902653104 4,769,137 -20,974 -0.44 233,596 11.18 0.0740
2021-05-14 2021-03-31 13F UDR COM 902653104 4,790,111 -53,102 -1.10 210,099 12.88 0.0695
2021-03-08 2020-12-31 13F/A-2 UDR COM 902653104 4,843,213 44,725 0.93 186,121 18.95 0.0672
2021-02-11 2020-12-31 13F UDR COM 902653104 4,843,213 44,725 186,121 67,217.0123
2020-11-12 2020-09-30 13F UDR COM 902653104 4,798,488 339,800 7.62 156,475 -6.11 0.0664
2020-08-13 2020-06-30 13F UDR COM 902653104 4,458,688 11,077 0.25 166,660 2.54 0.0733
2020-05-14 2020-03-31 13F UDR COM 902653104 4,447,611 -19,151 -0.43 162,527 -22.08 0.0847
2020-02-14 2019-12-31 13F UDR COM 902653104 4,466,762 75,944 1.73 208,594 -2.01 0.0760
2019-11-12 2019-09-30 13F UDR COM 902653104 4,390,818 123,378 2.89 212,866 11.12 0.0827
2019-08-13 2019-06-30 13F UDR COM 902653104 4,267,440 72,542 1.73 191,562 0.45 0.0744
2019-08-12 2019-03-31 13F/A-2 UDR COM 902653104 4,194,898 132,761 3.27 190,701 18.49 0.0760
2019-05-10 2019-03-31 13F UDR COM 902653104 4,194,898 132,761 190,701
2019-02-26 2018-12-31 13F/A-1 UDR COM 902653104 4,062,137 -51,516 -1.25 160,940 -3.23 0.0729
2019-02-13 2018-12-31 13F UDR COM 902653104 4,062,137 -51,516 160,940
2018-11-13 2018-09-30 13F UDR COM 902653104 4,113,653 6,551 0.16 166,310 7.87 0.0633
2018-08-10 2018-06-30 13F UDR COM 902653104 4,107,102 43,862 1.08 154,181 6.53 0.0615
2018-05-11 2018-03-31 13F UDR COM 902653104 4,063,240 116,693 2.96 144,732 -4.80 0.0603
2018-02-12 2017-12-31 13F UDR COM 902653104 3,946,547 96,049 2.49 152,022 3.82 0.0630
2017-11-13 2017-09-30 13F UDR COM 902653104 3,850,498 84,096 2.23 146,435 -0.23 0.0640
2017-08-11 2017-06-30 13F UDR COM 902653104 3,766,402 112,596 3.08 146,779 10.79 0.0678
2017-05-12 2017-03-31 13F UDR COM 902653104 3,653,806 62,984 1.75 132,486 1.14 0.0633
2017-02-09 2016-12-31 13F UDR COM 902653104 3,590,822 64,538 1.83 130,989 3.21 0.0654
2016-11-10 2016-09-30 13F UDR COM 902653104 3,526,284 41,702 1.20 126,914 -1.35 0.0686
2016-08-09 2016-06-30 13F UDR COM 902653104 3,484,582 92,876 2.74 128,648 -1.56 0.0740
2016-05-13 2016-03-31 13F UDR COM 902653104 3,391,706 127,122 3.89 130,681 6.55 0.0782
2016-02-10 2015-12-31 13F UDR COM 902653104 3,264,584 98,049 3.10 122,651 12.34 0.0764
2015-11-13 2015-09-30 13F UDR COM 902653104 3,166,535 27,404 0.87 109,182 8.59 0.0717
2015-08-14 2015-06-30 13F UDR COM 902653104 3,139,131 13,030 0.42 100,548 -5.48 0.0616
2015-05-14 2015-03-31 13F UDR COM 902653104 3,126,101 29,578 0.96 106,383 11.47 0.0672
2015-02-06 2014-12-31 13F UDR COM 902653104 3,096,523 17,946 0.58 95,439 13.76 0.0627
2014-11-13 2014-09-30 13F UDR COM 902653104 3,078,577 57,031 1.89 83,892 -3.02 0.0594
2014-08-08 2014-06-30 13F UDR COM 902653104 3,021,546 147,362 5.13 86,507 16.53 0.0601
2014-05-14 2014-03-31 13F UDR COM 902653104 2,874,184 60,194 2.14 74,239 12.98 0.0555
2014-02-12 2013-12-31 13F UDR COM 902653104 2,813,990 151,475 5.69 65,707 4.13 0.0512
2013-11-13 2013-09-30 13F UDR COM 902653104 2,662,515 144,706 5.75 63,103 -1.68 0.0546
2013-08-15 2013-06-30 13F UDR COM 902653104 2,517,809 2,517,809 64,179 0.0604
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.