UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership388 shares
Latest Disclosed Value $ 13,107
IFP Advisors, Inc reports 145.57% increase in ownership of UDR / UDR, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 388 shares of UDR, Inc. (US:UDR) valued at $13,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 158 shares of UDR, Inc.. This represents a change in shares of 145.57% during the quarter. The current value of the position is $14,593 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)
2026-04-13 2026-03-31 13F UDR cs 902653104 388 230 145.57 13 160.00 0.0003
2026-02-06 2025-12-31 13F UDR cs 902653104 158 80 102.56 6 150.00 0.0001
2026-02-06 2025-09-30 13F/A-1 UDR cs 902653104 78 78 3 -91.67 0.0001
2025-12-02 2025-09-30 13F UDR cs 902653104 0 0 23 0.0006
2025-07-24 2025-06-30 13F UDR cs 902653104 0 -116 -100.00 25 380.00 0.0007
2025-05-05 2025-03-31 13F UDR cs 902653104 116 0 0.00 5 0.00 0.0002
2025-02-04 2024-12-31 13F UDR cs 902653104 116 21 22.11 5 25.00 0.0002
2025-02-04 2024-09-30 13F UDR cs 902653104 95 0 0.00 4 33.33 0.0002
2024-07-30 2024-06-30 13F UDR cs 902653104 95 72 313.04 4 0.0002
2024-07-30 2024-03-31 13F UDR cs 902653104 23 23 1 0.0000
2024-01-09 2023-12-31 13F UDR cs 902653104 0 -356 -100.00 0 -100.00
2023-10-12 2023-09-30 13F UDR cs 902653104 356 -2,511 -87.58 13 -90.24 0.0006
2023-08-14 2023-06-30 13F/A-1 UDR cs 902653104 2,867 -908 -24.05 123 -10.87 0.0052
2023-08-04 2023-06-30 13F UDR cs 902653104 2,867 -908 105 0.0049
2023-04-18 2023-03-31 13F UDR cs 902653104 3,775 -6,232 -62.28 139 0.0060
2023-02-07 2022-12-31 13F UDR re 902653104 10,007 1,279 14.65 0 -100.00 0.0100
2022-11-08 2022-09-30 13F UDR cs 902653104 8,728 1,173 15.53 337 14.63 0.0088
2022-09-06 2022-06-30 13F/A-1 UDR cs 902653104 7,555 0 0.00 294 0.00 0.0094
2022-09-06 2022-03-31 13F/A-1 UDR cs 902653104 7,555 7,510 16,688.89 294 9,700.00 0.0094
2022-08-08 2022-03-31 13F UDR INC COM Stock 902653104 68 23 3 0.0001
2022-01-12 2021-12-31 13F UDR INC COM Stock 902653104 45 11 32.35 3 50.00 0.0001
2021-10-06 2021-09-30 13F UDR INC COM Stock 902653104 34 34 2 0.0000
2021-07-13 2021-06-30 13F UDR INC COM Stock 902653104 0 -2,781 -100.00 0 -100.00
2021-04-30 2021-03-31 13F UDR INC COM Stock 902653104 2,781 199 7.71 122 23.23 0.0024
2021-01-25 2020-12-31 13F UDR INC COM Stock 902653104 2,582 336 14.96 99 37.50 0.0040
2020-10-29 2020-09-30 13F UDR INC COM Stock 902653104 2,246 766 51.76 72 30.91 0.0043
2020-08-05 2020-06-30 13F UDR INC COM Stock 902653104 1,480 1,453 5,381.48 55 5,400.00 0.0044
2020-05-12 2020-03-31 13F UDR INC COM Stock 902653104 27 -1,937 -98.63 1 -98.90 0.0001
2020-01-17 2019-12-31 13F UDR INC COM Stock 902653104 1,964 0 0.00 91 -4.21 0.0068
2019-11-07 2019-09-30 13F UDR INC COM Stock 902653104 1,964 1,964 95 0.0064
2019-05-15 2019-03-31 13F UDR INC COM REIT 902653104 0 -2,014 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 UDR INC COM REIT 902653104 2,014 -108 -5.09 79 -8.14 0.0048
2019-01-23 2018-12-31 13F UDR INC COM REIT 902653104 2,014 -108 79 0.0048
2019-06-03 2018-09-30 13F/A-9 UDR INC COM REIT 902653104 2,122 57 2.76 86 10.26 0.0035
2018-10-25 2018-09-30 13F UDR INC COM REIT 902653104 2,122 57 86 0.0035
2019-06-03 2018-06-30 13F/A-8 UDR INC COM REIT 902653104 2,065 0 0.00 78 -2.50 0.0033
2018-08-07 2018-06-30 13F UDR INC COM REIT 902653104 2,065 0 78
2019-06-03 2018-03-31 13F/A-7 UDR INC COM REIT 902653104 2,065 0 0.00 80 0.00 0.0036
2018-05-09 2018-03-31 13F UDR INC COM REIT 902653104 2,065 0 74
2019-06-03 2017-12-31 13F/A-6 UDR INC COM REIT 902653104 2,065 1,957 1,812.04 80 1,900.00 0.0036
2018-01-24 2017-12-31 13F UDR INC COM REIT 902653104 2,065 1,957 80
2017-10-30 2017-09-30 13F UDR INC COM REIT 902653104 108 -466 -81.18 4 -81.82 0.0002
2019-06-03 2017-06-30 13F/A-5 UDR INC COM REIT 902653104 574 466 431.48 22 450.00 0.0009
2017-07-31 2017-06-30 13F UDR INC COM REIT 902653104 574 466 22
2019-06-03 2017-03-31 13F/A-4 UDR INC COM REIT 902653104 108 0 0.00 4 0.00 0.0002
2017-04-26 2017-03-31 13F UDR INC COM REIT 902653104 108 0 4
2019-06-03 2016-12-31 13F/A-3 UDR INC COM REIT 902653104 108 108 4 0.0002
2017-02-14 2016-12-31 13F UDR INC COM REIT 902653104 108 108 4
2019-06-03 2016-03-31 13F/A-1 UDR INC COM REIT 902653104 0 -180 -100.00 0 -100.00
2016-02-11 2015-12-31 13F UDR INC COM REIT 902653104 180 180 7 0.0005
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.