UDR, Inc.
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionInvesture, LLC
Latest Disclosed Ownership682,339 shares
Latest Disclosed Value $ 23,049,411
Investure, LLC reports 38.15% increase in ownership of UDR / UDR, Inc.

On May 8, 2026 - Investure, LLC filed a 13F-HR form disclosing ownership of 682,339 shares of UDR, Inc. (MX:UDR) valued at $23,049,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 493,909 shares of UDR, Inc.. This represents a change in shares of 38.15% 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.

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)
2026-05-08 2026-03-31 13F UDR COM 902653104 682,339 188,430 38.15 23,049 27.23 1.1303
2026-02-11 2025-12-31 13F UDR COM 902653104 493,909 0 0.00 18,117 -1.56 1.0128
2026-02-11 2025-12-31 13F UDR COM 902653104 493,909 18,117
2026-02-11 2025-12-31 13F UDR COM 902653104 493,909 18,117
2026-02-11 2025-12-31 13F UDR COM 902653104 493,909 18,117
2025-11-07 2025-09-30 13F UDR COM 902653104 493,909 0 0.00 18,403 -8.74 1.1384
2025-08-12 2025-06-30 13F UDR COM 902653104 493,909 0 0.00 20,166 -9.61 1.5377
2025-05-14 2025-03-31 13F UDR COM 902653104 493,909 0 0.00 22,310 4.05 1.4752
2025-02-13 2024-12-31 13F UDR COM 902653104 493,909 81,999 19.91 21,441 14.81 1.2692
2024-11-14 2024-09-30 13F UDR COM 902653104 411,910 0 0.00 18,676 10.18 1.2918
2024-08-14 2024-06-30 13F UDR COM 902653104 411,910 0 0.00 16,950 10.00 2.0662
2024-05-15 2024-03-31 13F UDR COM 902653104 411,910 0 0.00 15,410 -2.30 2.6988
2024-02-14 2023-12-31 13F UDR COM 902653104 411,910 0 0.00 15,772 7.35 2.1042
2023-11-14 2023-09-30 13F UDR COM 902653104 411,910 0 0.00 14,693 -16.97 3.1350
2023-08-14 2023-06-30 13F UDR COM 902653104 411,910 0 0.00 17,696 4.62 3.3855
2023-05-15 2023-03-31 13F UDR COM 902653104 411,910 0 0.00 16,913 6.02 3.1474
2023-03-07 2022-12-31 13F/A-1 UDR COM 902653104 411,910 0 0.00 15,953 -99.91 3.1194
2023-02-14 2022-12-31 13F UDR COM 902653104 411,910 0 15,953 3.1922
2023-01-24 2022-09-30 13F/A-1 UDR COM 902653104 411,910 0 0.00 17,180,766 90,496.74 3.3759
2022-11-14 2022-09-30 13F UDR COM 902653104 411,910 0 17,181 3.3627
2022-08-15 2022-06-30 13F UDR COM 902653104 411,910 0 0.00 18,964 -19.75 2.9096
2022-05-12 2022-03-31 13F UDR COM 902653104 411,910 0 0.00 23,631 -4.37 3.2249
2022-02-09 2021-12-31 13F UDR COM 902653104 411,910 0 0.00 24,710 13.23 3.9435
2021-11-12 2021-09-30 13F UDR COM 902653104 411,910 0 0.00 21,823 8.17 3.7167
2021-08-13 2021-06-30 13F UDR COM 902653104 411,910 0 0.00 20,175 11.67 3.1765
2021-05-14 2021-03-31 13F UDR COM 902653104 411,910 88,740 27.46 18,066 45.47 2.5287
2021-02-12 2020-12-31 13F UDR COM 902653104 323,170 0 0.00 12,419 17.84 1.8017
2020-11-12 2020-09-30 13F UDR COM 902653104 323,170 166,120 105.78 10,539 79.51 1.5003
2020-08-12 2020-06-30 13F UDR COM 902653104 157,050 157,050 5,871 1.0216
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.