UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership22,569,005 shares
Ownership 6.86%
State Street Corp ownership in UDR / UDR, Inc.

2024-01-29 - State Street Corp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 22,569,005 shares of UDR, Inc. (US:UDR). This represents 6.86 percent ownership of the company. In their previous filing dated 2023-01-31 , State Street Corp had reported owning 20,668,054 shares, indicating an increase of 9.20 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-01-29 2024-01-29 13G/A 20,668,054 22,569,005 9.20 6.86 8.03
2023-01-31 2023-01-31 13G/A 18,511,451 20,668,054 11.65 6.35 6.01
2022-02-14 2022-02-14 13G/A 16,679,025 18,511,451 10.99 5.99 5.83
2021-02-11 2021-02-11 13G 19,574,393 16,679,025 -14.79 5.66 -15.27
2020-02-13 2020-02-13 13G 16,226,071 19,574,393 20.64 6.68 13.22
2019-02-14 2019-02-14 13G 15,317,001 16,226,071 5.94 5.90 3.15
2018-02-13 2018-02-13 13G 15,725,877 15,317,001 -2.60 5.72 -2.72
2017-02-10 2017-02-10 13G 15,725,877 5.88

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F UDR COM 902653104 21,555,865 -356,548 -1.63 728,157 -9.40 0.0251
2026-02-13 2025-12-31 13F UDR COM 902653104 21,912,413 17,507 0.08 803,747 -1.48 0.0270
2025-11-14 2025-09-30 13F UDR COM 902653104 21,894,906 477,618 2.23 815,804 -6.71 0.0283
2025-08-14 2025-06-30 13F UDR COM 902653104 21,417,288 281,359 1.33 874,468 -8.40 0.0328
2025-05-15 2025-03-31 13F UDR COM 902653104 21,135,929 446,226 2.16 954,710 6.30 0.0393
2025-02-14 2024-12-31 13F UDR COM 902653104 20,689,703 -87,850 -0.42 898,092 -4.67 0.0354
2024-11-14 2024-09-30 13F UDR COM 902653104 20,777,553 -4,418 -0.02 942,054 10.16 0.0383
2024-08-14 2024-06-30 13F UDR COM 902653104 20,781,971 -470,160 -2.21 855,178 7.56 0.0374
2024-05-15 2024-03-31 13F UDR COM 902653104 21,252,131 -1,260,927 -5.60 795,042 -7.77 0.0355
2024-02-14 2023-12-31 13F UDR COM 902653104 22,513,058 467,128 2.12 862,025 9.62 0.0419
2023-11-14 2023-09-30 13F UDR COM 902653104 22,045,930 -976,028 -4.24 786,378 -20.49 0.0436
2023-08-14 2023-06-30 13F UDR COM 902653104 23,021,958 52,021 0.23 989,023 4.86 0.0519
2023-05-15 2023-03-31 13F UDR COM 902653104 22,969,937 2,321,585 11.24 943,146 17.94 0.0532
2023-05-15 2022-12-31 13F/A-99 UDR COM 902653104 20,648,352 419,722 2.07 799,711 -5.22 0.0470
2023-05-15 2022-12-31 13F UDR COM 902653104 20,648,352 419,722 799,711 0.0470
2022-11-15 2022-09-30 13F UDR COM 902653104 20,228,630 -49,620 -0.24 843,736 -9.63 0.0534
2022-08-15 2022-06-30 13F UDR COM 902653104 20,278,250 -295,561 -1.44 933,611 -20.90 0.0559
2022-05-16 2022-03-31 13F UDR COM 902653104 20,573,811 2,084,674 11.28 1,180,320 6.42 0.0584
2022-02-14 2021-12-31 13F UDR COM 902653104 18,489,137 1,772,966 10.61 1,109,163 25.24 0.0526
2021-11-15 2021-09-30 13F UDR COM 902653104 16,716,171 -112,304 -0.67 885,623 7.44 0.0468
2021-08-16 2021-06-30 13F UDR COM 902653104 16,828,475 237,391 1.43 824,259 13.27 0.0434
2021-07-09 2021-03-31 13F/A-1 UDR COM 902653104 16,591,084 -71,756 -0.43 727,685 13.64 0.0417
2021-05-17 2021-03-31 13F UDR COM 902653104 16,591,084 -71,756 727,685 0.0417
2021-02-16 2020-12-31 13F UDR COM 902653104 16,662,840 -603,690 -3.50 640,353 13.73 0.0392
2020-11-10 2020-09-30 13F UDR COM 902653104 17,266,530 -1,383,849 -7.42 563,062 -19.23 0.0384
2020-08-14 2020-06-30 13F UDR COM 902653104 18,650,379 -1,226,507 -6.17 697,151 -4.01 0.0507
2020-06-19 2020-03-31 13F/A-1 UDR COM 902653104 19,876,886 323,643 1.66 726,301 -20.46 0.0635
2020-05-11 2020-03-31 13F UDR COM 902653104 19,876,886 323,643 726,301 63,783.8521
2020-02-06 2019-12-31 13F UDR COM 902653104 19,553,243 -1,165,357 -5.62 913,136 -9.09 0.0625
2019-11-14 2019-09-30 13F UDR COM 902653104 20,718,600 1,000,436 5.07 1,004,438 13.48 0.0749
2019-08-14 2019-06-30 13F UDR COM 902653104 19,718,164 1,497,662 8.22 885,148 6.86 0.0660
2019-05-15 2019-03-31 13F UDR COM 902653104 18,220,502 1,996,914 12.31 828,304 28.86 0.0646
2019-02-12 2018-12-31 13F UDR COM 902653104 16,223,588 367,939 2.32 642,779 0.27 0.0585
2018-11-09 2018-09-30 13F UDR Real Estate Investment Trust 902653104 15,855,649 538,749 3.52 641,035 11.48 0.0492
2018-08-14 2018-06-30 13F UDR Real Estate Investment Trust 902653104 15,316,900 -82,097 -0.53 574,998 4.83 0.0481
2018-05-15 2018-03-31 13F UDR Real Estate Investment Trust 902653104 15,398,997 84,402 0.55 548,502 -7.02 0.0466
2018-02-14 2017-12-31 13F UDR Real Estate Investment Trust 902653104 15,314,595 97,362 0.64 589,919 1.94 0.0474
2017-11-14 2017-09-30 13F UDR Real Estate Investment Trust 902653104 15,217,233 -289,721 -1.87 578,702 -4.24 0.0499
2017-08-14 2017-06-30 13F UDR Real Estate Investment Trust 902653104 15,506,954 -239,455 -1.52 604,305 5.84 0.0535
2017-05-15 2017-03-31 13F UDR Real Estate Investment Trust 902653104 15,746,409 23,250 0.15 570,971 -0.45 0.0509
2017-02-09 2016-12-31 13F UDR Real Estate Investment Trust 902653104 15,723,159 -256,939 -1.61 573,578 -0.27 0.0540
2017-01-13 2016-09-30 13F/A-1 UDR Real Estate Investment Trust 902653104 15,980,098 718,309 4.71 575,131 2.07 0.0580
2016-11-14 2016-09-30 13F UDR Real Estate Investment Trust 902653104 13,142,093 472,991
2016-08-12 2016-06-30 13F UDR Real Estate Investment Trust 902653104 15,261,789 -95,612 -0.62 563,469 -4.77 0.0605
2016-05-20 2016-03-31 13F/A-1 UDR Real Estate Investment Trust 902653104 15,357,401 2,890,977 23.19 591,718 26.34 0.0640
2016-05-12 2016-03-31 13F UDR Real Estate Investment Trust 902653104 15,357,401 591,718
2016-02-16 2015-12-31 13F UDR Real Estate Investment Trust 902653104 12,466,424 248,092 2.03 468,359 11.17 0.0512
2015-11-16 2015-09-30 13F UDR Real Estate Investment Trust 902653104 12,218,332 97,231 0.80 421,282 8.51 0.0490
2015-08-13 2015-06-30 13F UDR Real Estate Investment Trust 902653104 12,121,101 3,513,714 40.82 388,236 32.55 0.0415
2015-05-15 2015-03-31 13F UDR Real Estate Investment Trust 902653104 8,607,387 -71,823 -0.83 292,907 9.50 0.0301
2015-02-11 2014-12-31 13F UDR Real Estate Investment Trust 902653104 8,679,210 416,466 5.04 267,485 18.80 0.0266
2014-11-12 2014-09-30 13F/A-1 UDR Real Estate Investment Trust 902653104 8,262,744 -71,299 -0.86 225,153 -5.64 0.0242
2014-11-10 2014-09-30 13F UDR Real Estate Investment Trust 902653104 8,262,744 225,153
2014-08-12 2014-06-30 13F UDR Real Estate Investment Trust 902653104 8,334,043 401,089 5.06 238,604 16.45 0.0258
2014-05-15 2014-03-31 13F/A-1 UDR Real Estate Investment Trust 902653104 7,932,954 47,317 0.60 204,901 11.28 0.0233
2014-05-13 2014-03-31 13F UDR Real Estate Investment Trust 902653104 7,934,643 204,945
2014-02-06 2013-12-31 13F/A-1 UDR Real Estate Investment Trust 902653104 7,885,637 -71,151 -0.89 184,126 -2.36 0.0205
2014-02-06 2013-12-31 13F UDR Real Estate Investment Trust 902653104 7,505,134 178,468
2013-11-12 2013-09-30 13F UDR Real Estate Investment Trust 902653104 7,956,788 41,510 0.52 188,574 -6.53 0.0232
2013-08-08 2013-06-30 13F UDR Real Estate Investment Trust 902653104 7,915,278 7,915,278 201,756 0.0263
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.