UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership12,527 shares
Latest Disclosed Value $ 423,150
Cwm, Llc reports 17.22% increase in ownership of UDR / UDR, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 12,527 shares of UDR, Inc. (US:UDR) valued at $423,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,687 shares of UDR, Inc.. The current value of the position is $471,140 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)
2026-05-14 2026-03-31 13F UDR COM 902653104 12,527 1,840 17.22 423 0.0011
2026-01-26 2025-12-31 13F UDR COM 902653104 10,687 6,894 181.76 0 0.0011
2025-10-15 2025-09-30 13F UDR COM 902653104 3,793 -2,013 -34.67 0 0.0004
2025-07-25 2025-06-30 13F UDR COM 902653104 5,806 1,941 50.22 0 0.0008
2025-05-01 2025-03-31 13F UDR COM 902653104 3,865 181 4.91 0 0.0007
2025-02-04 2024-12-31 13F UDR COM 902653104 3,684 -118 -3.10 0 0.0007
2024-10-08 2024-09-30 13F UDR COM 902653104 3,802 347 10.04 0 0.0007
2024-07-10 2024-06-30 13F UDR COM 902653104 3,455 -634 -15.51 0 0.0007
2024-04-05 2024-03-31 13F UDR COM 902653104 4,089 194 4.98 0 0.0007
2024-02-01 2023-12-31 13F UDR COM 902653104 3,895 -1,032 -20.95 0 0.0008
2023-10-11 2023-09-30 13F UDR COM 902653104 4,927 74 1.52 0 0.0011
2023-08-03 2023-06-30 13F UDR COM 902653104 4,853 -28 -0.57 0 0.0013
2023-05-01 2023-03-31 13F UDR COM 902653104 4,881 722 17.36 0 0.0014
2023-02-01 2022-12-31 13F UDR COM 902653104 4,159 1,712 69.96 0 -100.00 0.0012
2022-10-27 2022-09-30 13F UDR COM 902653104 2,447 583 31.28 102 18.60 0.0008
2022-07-28 2022-06-30 13F UDR COM 902653104 1,864 10 0.54 86 -18.87 0.0007
2022-04-21 2022-03-31 13F UDR COM 902653104 1,854 593 47.03 106 39.47 0.0008
2022-01-31 2021-12-31 13F UDR COM 902653104 1,261 253 25.10 76 55.10 0.0005
2021-09-15 2021-06-30 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2021-07-29 2021-06-30 13F UDR COM 902653104 1,008 0 49 0.0004
2021-09-15 2021-03-31 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2021-04-27 2021-03-31 13F UDR COM 902653104 1,023 15 45 0.0004
2021-09-15 2020-12-31 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2021-01-27 2020-12-31 13F UDR COM 902653104 1,045 37 40 0.0004
2021-09-15 2020-09-30 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2020-10-19 2020-09-30 13F UDR COM 902653104 1,045 37 34 0.0004
2021-09-15 2020-06-30 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2020-07-22 2020-06-30 13F UDR COM 902653104 1,243 235 46 0.0005
2021-09-15 2020-03-31 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2020-04-28 2020-03-31 13F UDR COM 902653104 2,080 1,072 76 0.0011
2021-09-14 2019-12-31 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2020-01-27 2019-12-31 13F UDR COM 902653104 2,102 1,094 98 0.0013
2021-09-14 2019-09-30 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2019-10-22 2019-09-30 13F UDR COM 902653104 1,314 306 64 0.0009
2021-09-14 2019-06-30 13F/A-1 UDR COM 902653104 1,008 0 0.00 49 0.00 0.0004
2019-07-31 2019-06-30 13F UDR COM 902653104 1,101 93 49 0.0008
2021-09-02 2019-03-31 13F/A-1 UDR COM 902653104 1,008 851 542.04 49 716.67 0.0004
2019-04-22 2019-03-31 13F UDR COM 902653104 327 170 15 0.0003
2019-01-25 2018-12-31 13F UDR COM 902653104 157 157 6 0.0001
2018-04-26 2018-03-31 13F UDR COM 902653104 0 -911 -100.00 0 -100.00
2018-01-16 2017-12-31 13F UDR COM 902653104 911 24 2.71 35 2.94 0.0016
2017-10-16 2017-09-30 13F UDR COM 902653104 887 887 34 0.0016
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.