UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership9,942,523 shares
Ownership 3.38%
Fmr Llc ownership in UDR / UDR, Inc.

2021-02-08 - Fmr Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,942,523 shares of UDR, Inc. (US:UDR). This represents 3.376 percent ownership of the company. In their previous filing dated 2020-02-07 , Fmr Llc had reported owning 16,166,021 shares, indicating a decrease of -38.50 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)
2021-02-08 2021-02-08 13G/A 16,166,021 9,942,523 -38.50 3.38 -38.80
2020-02-07 2020-02-07 13G/A 15,696,929 16,166,021 2.99 5.52 -3.16
2019-02-13 2019-02-13 13G/A 17,601,784 15,696,929 -10.82 5.70 -13.34
2018-02-13 2018-02-13 13G/A 20,700,126 17,601,784 -14.97 6.57 -15.13
2017-02-14 2017-02-14 13G/A 21,263,957 20,700,126 -2.65 7.75 -4.56
2016-02-12 2016-02-12 13G/A 21,263,957 8.12
2015-02-13 2015-02-13 13G 16,523,185 6.47
2012-02-14 2012-02-14 13G/A 9,821,701 4.48

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.

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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)
2026-05-15 2026-03-31 13F UDR COM 902653104 13,701,941 -232,367 -1.67 462,852 -9.44 0.0048
2026-02-17 2025-12-31 13F UDR COM 902653104 13,934,308 -1,876,488 -11.87 511,110 -13.24 0.0261
2025-11-13 2025-09-30 13F UDR COM 902653104 15,810,796 809,843 5.40 589,110 -3.82 0.0306
2025-08-14 2025-06-30 13F UDR COM 902653104 15,000,953 1,576,809 11.75 612,489 1.01 0.0345
2025-05-12 2025-03-31 13F UDR COM 902653104 13,424,144 831,686 6.60 606,369 10.93 0.0387
2025-02-13 2024-12-31 13F UDR COM 902653104 12,592,458 1,191,432 10.45 546,639 5.75 0.0326
2024-11-13 2024-09-30 13F UDR COM 902653104 11,401,026 1,471,855 14.82 516,923 26.52 0.0315
2024-08-13 2024-06-30 13F UDR COM 902653104 9,929,171 216,266 2.23 408,585 12.45 0.0262
2024-05-13 2024-03-31 13F UDR COM 902653104 9,712,905 165,527 1.73 363,360 -0.60 0.0244
2024-02-13 2023-12-31 13F UDR COM 902653104 9,547,378 -2,533,627 -20.97 365,569 -15.17 0.0281
2023-11-13 2023-09-30 13F UDR COM 902653104 12,081,005 394,581 3.38 430,929 -14.17 0.0372
2023-08-11 2023-06-30 13F UDR COM 902653104 11,686,424 -208,219 -1.75 502,049 2.80 0.0421
2023-08-11 2023-03-31 13F/A-1 UDR COM 902653104 11,894,643 354,722 3.07 488,394 9.27 0.0447
2023-05-11 2023-03-31 13F UDR COM 902653104 11,894,643 354,722 488,394 0.0447
2023-02-13 2022-12-31 13F UDR COM 902653104 11,539,921 592,718 5.41 446,941 -2.12 0.0444
2022-11-10 2022-09-30 13F UDR COM 902653104 10,947,203 330,296 3.11 456,608 -6.59 0.0476
2022-08-12 2022-06-30 13F UDR COM 902653104 10,616,907 816,291 8.33 488,802 -13.07 0.0487
2022-05-13 2022-03-31 13F UDR COM 902653104 9,800,616 -95,528 -0.97 562,262 -5.29 0.0449
2022-02-14 2021-12-31 13F UDR COM 902653104 9,896,144 164,559 1.69 593,671 15.15 0.0438
2022-02-14 2021-09-30 13F/A-1 UDR COM 902653104 9,731,585 -295,119 -2.94 515,578 4.98 0.0409
2021-11-15 2021-09-30 13F UDR COM 902653104 9,731,585 -295,119 515,578 0.0079
2021-08-13 2021-06-30 13F UDR COM 902653104 10,026,704 -144,865 -1.42 491,108 10.08 0.0385
2021-05-14 2021-03-31 13F UDR COM 902653104 10,171,569 229,045 2.30 446,125 16.76 0.0381
2021-02-08 2020-12-31 13F UDR COM 902653104 9,942,524 -3,470,225 -25.87 382,091 -12.64 0.0340
2020-11-13 2020-09-30 13F UDR COM 902653104 13,412,749 -4,617,789 -25.61 437,390 -35.10 0.0442
2020-08-24 2020-06-30 13F/A-1 UDR COM 902653104 18,030,538 1,993,323 12.43 673,981 15.01 0.0741
2020-08-13 2020-06-30 13F UDR COM 902653104 18,030,538 1,993,323 673,981 16,557.7408
2020-05-14 2020-03-31 13F UDR COM 902653104 16,037,215 -128,807 -0.80 585,999 -22.38 0.0811
2020-02-07 2019-12-31 13F UDR COM 902653104 16,166,022 436,872 2.78 754,953 -1.00 0.0833
2019-11-13 2019-09-30 13F UDR COM 902653104 15,729,150 349,249 2.27 762,550 10.45 0.0915
2019-08-13 2019-06-30 13F UDR COM 902653104 15,379,901 -97,679 -0.63 690,404 -1.88 0.0806
2019-05-13 2019-03-31 13F UDR COM 902653104 15,477,580 -219,351 -1.40 703,610 13.14 0.0843
2019-02-13 2018-12-31 13F UDR COM 902653104 15,696,931 958,499 6.50 621,912 4.37 0.0852
2018-11-09 2018-09-30 13F UDR COM 902653104 14,738,432 -1,286,739 -8.03 595,874 -0.95 0.0670
2018-08-10 2018-06-30 13F UDR COM 902653104 16,025,171 528,079 3.41 601,586 8.98 0.0710
2018-05-14 2018-03-31 13F UDR COM 902653104 15,497,092 -2,104,693 -11.96 552,007 -18.59 0.0655
2018-02-12 2017-12-31 13F UDR COM 902653104 17,601,785 -2,150,244 -10.89 678,021 -9.74 0.0795
2017-11-13 2017-09-30 13F UDR COM 902653104 19,752,029 -670,046 -3.28 751,169 -5.61 0.0908
2017-08-29 2017-06-30 13F/A-1 UDR COM 902653104 20,422,075 -159,638 -0.78 795,848 6.64 0.0989
2017-08-11 2017-06-30 13F UDR COM 902653104 20,422,075 -159,638 795,848
2017-05-11 2017-03-31 13F UDR COM 902653104 20,581,713 -118,413 -0.57 746,292 -1.17 0.0948
2017-02-10 2016-12-31 13F UDR COM 902653104 20,700,126 -3,192,237 -13.36 755,141 -12.18 0.1009
2016-11-14 2016-09-30 13F UDR COM 902653104 23,892,363 -2,304,343 -8.80 859,886 -11.09 0.1145
2016-08-11 2016-06-30 13F UDR COM 902653104 26,196,706 2,817,406 12.05 967,182 7.37 0.1320
2016-05-16 2016-03-31 13F UDR COM 902653104 23,379,300 2,119,093 9.97 900,805 12.78 0.1246
2016-02-12 2015-12-31 13F UDR COM 902653104 21,260,207 94,956 0.45 798,745 9.45 0.1075
2015-11-10 2015-09-30 13F UDR COM 902653104 21,165,251 1,973,268 10.28 729,778 18.72 0.1039
2015-08-25 2015-06-30 13F/A-1 UDR COM 902653104 19,191,983 1,582,654 8.99 614,719 2.58 0.0788
2015-08-13 2015-06-30 13F UDR COM 902653104 19,191,983 614,719
2015-05-14 2015-03-31 13F UDR COM 902653104 17,609,329 1,089,231 6.59 599,246 17.70 0.0763
2015-02-17 2014-12-31 13F UDR COM 902653104 16,520,098 1,526,407 10.18 509,150 24.62 0.0663
2014-11-14 2014-09-30 13F UDR COM 902653104 14,993,691 1,650,223 12.37 408,578 6.95 0.0553
2014-08-14 2014-06-30 13F UDR COM 902653104 13,343,468 1,997,016 17.60 382,023 30.35 0.0512
2014-05-15 2014-03-31 13F UDR COM 902653104 11,346,452 289,000 2.61 293,079 13.51 0.0407
2014-02-13 2013-12-31 13F UDR COM 902653104 11,057,452 2,686,000 32.09 258,191 30.13 0.0365
2013-11-14 2013-09-30 13F UDR COM 902653104 8,371,452 -148,843 -1.75 198,403 -8.65 0.0304
2013-09-24 2013-06-30 13F/A-1 UDR COM 902653104 8,520,295 8,520,295 217,182 0.0356
2013-08-14 2013-06-30 13F UDR COM 902653104 8,520,295 217,182 0.0356
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.