UDRNYSEReal Estate Investment TrustsFiscal year ends December 31
UDR, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$33.84−0.42 (-1.23%)
Close on Oct 19, 2026
- Market cap
- $10.94B
- P/E (TTM)
- 21.6
- Dividend yield
- 5.07%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
338M of 321M shares
Institutional holders
521
79 new, 80 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $3.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 30,772,149 | 9.50% | 13G (passive) amendment | Jun 30, 2026 |
| Norges Bank (The Central Bank Of Norway) | 27,826,628 | 8.46% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 26,305,231 | 8.00% | 13G (passive) | Mar 31, 2026 |
| Capital Research Global Investors | 25,634,147 | 7.80% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 23,309,217 | 7.09% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 6.86% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UDR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,250,868 | 9.73% | $1.25B | −4,928,271 | 0.02% |
| Norges Bank | 29,452,071 | 9.17% | $1.18B | New | 0.12% |
| Capital Research Global Investors | 25,567,641 | 7.96% | $1.02B | −59,068 | 0.14% |
| Vanguard Portfolio Management LLC | 25,516,492 | 7.94% | $1.02B | −746,204 | 0.05% |
| Vanguard Capital Management LLC | 20,291,857 | 6.32% | $810.05M | −178,739 | 0.02% |
| State Street Corp | 19,385,427 | 6.03% | $773.87M | −2,170,438 | 0.02% |
| Cohen & Steers, Inc. | 15,418,373 | 4.80% | $615.50K | −5,346,925 | 0.97% |
| FMR LLC | 14,085,967 | 4.38% | $562.31M | +384,026 | 0.02% |
| Invesco Ltd. | 13,861,075 | 4.31% | $553.33M | +160,205 | 0.04% |
| Centersquare Investment Management LLC | 9,221,587 | 2.87% | $368.13M | +851,594 | 3.14% |
| Geode Capital Management, LLC | 8,688,083 | 2.70% | $346.26M | −66,869 | 0.02% |
| JPMorgan Chase & Co | 6,230,612 | 1.94% | $250.59M | +537,328 | 0.01% |
| Canada Pension Plan Investment Board | 5,500,000 | 1.71% | $219.56M | New | 0.12% |
| Wellington Management Group Llp | 5,453,681 | 1.70% | $217.71M | −1,034,545 | 0.04% |
| Charles Schwab Investment Management Inc | 5,182,649 | 1.61% | $206.89M | +172,819 | 0.03% |
| Dimensional Fund Advisors LP | 4,806,606 | 1.50% | $191.88M | −43,509 | 0.03% |
| Cbre Investment Management Listed Real Assets LLC | 4,581,042 | 1.43% | $182.88M | +2,045,036 | 2.55% |
| Northern Trust Corp | 4,005,381 | 1.25% | $159.89M | −563,117 | 0.02% |
| Daiwa Securities Group Inc. | 3,651,175 | 1.14% | $145.75M | −801,995 | 0.29% |
| Morgan Stanley | 3,311,671 | 1.03% | $132.20M | −230,332 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 521 | 338M | 100.0% | 79 / 165 | 209 / 80 | 56M | 43M |
| Q1 2026 | 528 | 325M | 100.0% | 73 / 189 | 179 / 64 | 86M | 54M |
| Q4 2025 | 525 | 343M | 100.0% | 80 / 174 | 194 / 60 | 58M | 21M |
| Q3 2025 | 511 | 307M | 95.4% | 50 / 173 | 203 / 58 | 22M | 47M |
| Q2 2025 | 525 | 332M | 100.0% | 73 / 203 | 171 / 53 | 20M | 21M |
| Q1 2025 | 511 | 333M | 100.0% | 60 / 196 | 169 / 53 | 17M | 16M |
| Q4 2024 | 512 | 334M | 100.0% | 70 / 183 | 170 / 55 | 22M | 27M |
| Q3 2024 | 507 | 339M | 100.0% | 67 / 180 | 173 / 38 | 58M | 18M |
| Q2 2024 | 481 | 331M | 100.0% | 72 / 183 | 156 / 38 | 31M | 34M |
| Q1 2024 | 453 | 335M | 100.0% | 48 / 179 | 155 / 54 | 31M | 26M |
| Q4 2023 | 461 | 330M | 100.0% | 74 / 151 | 172 / 58 | 31M | 21M |
| Q3 2023 | 449 | 320M | 99.7% | 57 / 150 | 165 / 46 | 15M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UDR | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Mutual Fund | 13,935,189 | 4.34% | $531.77M | 0.45% | Jul 31, 2026 |
| Vanguard Real Estate Index Fund | 11,157,483 | 3.47% | $425.77M | 0.58% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 10,311,429 | 3.21% | $411.63M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,659,413 | 2.38% | $305.76M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,448,773 | 2.32% | $297.36M | 0.16% | Jun 30, 2026 |
| Investment Co of America | 5,397,101 | 1.68% | $215.45M | 0.12% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 4,739,148 | 1.48% | $180.85M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 4,299,517 | 1.34% | $171.64M | 0.37% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,067,267 | 1.27% | $162.37M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,848,622 | 1.20% | $142.01M | 0.02% | May 31, 2026 |
| Fidelity Real Estate Investment Portfolio | 3,180,075 | 0.99% | $121.35M | 3.56% | Jul 31, 2026 |
| Fidelity SAI Real Estate Fund | 2,978,791 | 0.93% | $113.67M | 3.55% | Jul 31, 2026 |
| Vanguard Windsor Fund | 2,861,399 | 0.89% | $109.19M | 0.43% | Jul 31, 2026 |
| Capital World Growth & Income Fund | 2,546,876 | 0.79% | $93.98M | 0.06% | May 31, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 2,477,589 | 0.77% | $98.91M | 1.22% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas W. Toomey | Chairman, President and CEO, Director | 810,455 | 0.25% | Jun 8, 2026 |
| David D. Bragg | SVP - Chief Financial Officer | 27,892 | 0.01% | Jul 24, 2026 |
| Keith Benson | SVP-Chief Legal Officer | 12,330 | 0.00% | Feb 17, 2026 |
| Tracy L. Hofmeister | SVP-Chief Accounting Officer | 11,128 | 0.00% | Feb 17, 2026 |
| Michael D. Lacy | SVP-COO | 10,783 | 0.00% | Feb 17, 2026 |
| Joseph D. Fisher | President & CIO | 4,085 | 0.00% | Sep 4, 2025 |
| Katherine A. Cattanach | Director | 94,611 | 0.03% | Feb 17, 2026 |
| Richard Clark | Director | – | – | Jan 6, 2026 |
| Mary Ann King | Director | 2,549 | 0.00% | Jan 6, 2026 |
| Jon A. Grove | Director | 327,268 | 0.10% | Jan 6, 2026 |
| Robert A. McNamara | Director | 37,326 | 0.01% | Jan 6, 2026 |
| Kevin C. Nickelberry | Director | 1,400 | 0.00% | Jan 6, 2026 |
| Diane M. Morefield | Director | 1,556 | 0.00% | Jan 6, 2026 |
| Ellen M. Goitia | Director | 5,451 | 0.00% | Jan 6, 2026 |
| Mark R. Patterson | Director | 8,983 | 0.00% | Jan 6, 2026 |
| Clinton D. McDonnough | Director | 8,496 | 0.00% | Jan 6, 2025 |
| James D. Klingbeil | Director | 132,093 | 0.04% | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David D. Bragg SVP - Chief Financial Officer | Jul 23, 2026 | Tax withholding | −2,134 | $39.48 | $84.25K | 27,892 |
| Thomas W. Toomey Chairman, President and CEO, Director | Jun 5, 2026 | Sale | −80,000 | $39.25 | $3.14M | 810,455 |
| David D. Bragg SVP - Chief Financial Officer | Feb 12, 2026 | Tax withholding | −1,099 | $38.17 | $41.95K | 30,026 |
| David D. Bragg SVP - Chief Financial Officer | Feb 12, 2026 | Award | +6,741 | – | – | 31,125 |
| Keith Benson SVP-Chief Legal Officer | Feb 12, 2026 | Award | +12,330 | – | – | 12,330 |
| Keith Benson SVP-Chief Legal Officer | Feb 12, 2026 | Tax withholding | −2,845 | $38.17 | $108.59K | 9,485 |
| Thomas W. Toomey Chairman, President and CEO, Director | Feb 12, 2026 | Tax withholding | −26,907 | $38.17 | $1.03M | 890,455 |
| Thomas W. Toomey Chairman, President and CEO, Director | Feb 12, 2026 | Award | +92,646 | – | – | 917,362 |
| Katherine A. Cattanach Director | Jan 2, 2026 | Award | +4,088 | $36.69 | $149.99K | 98,699 |
| Ellen M. Goitia Director | Jan 2, 2026 | Award | +5,451 | $36.69 | $200.00K | 5,451 |
| Robert A. McNamara Director | Jan 2, 2026 | Award | +5,451 | $36.69 | $200.00K | 37,326 |
| Katherine A. Cattanach Director | Dec 31, 2025 | Other | +4,044 | – | – | 94,611 |
| Katherine A. Cattanach Director | Dec 31, 2025 | Other | +4,044 | – | – | 98,655 |
| Jon A. Grove Director | Oct 10, 2025 | Gift | −120,000 | – | – | 327,268 |
| David D. Bragg SVP - Chief Financial Officer | Jul 23, 2025 | Award | +24,384 | $41.01 | $999.99K | 24,384 |
| Thomas W. Toomey Chairman and CEO, Director | Feb 20, 2025 | Sale | −25,000 | $42.75 | $1.07M | 824,716 |
| Tracy L. Hofmeister SVP-Chief Accounting Officer | Feb 19, 2025 | Award | +1,000 | $42.92 | $42.92K | 11,128 |
| Michael D. Lacy COO | Feb 18, 2025 | Tax withholding | −584 | $43.07 | $25.15K | 10,783 |
| Tracy L. Hofmeister SVP-Chief Accounting Officer | Feb 13, 2025 | Award | +574 | – | – | 10,128 |
| Michael D. Lacy COO | Feb 13, 2025 | Award | +1,155 | – | – | 11,933 |
| Michael D. Lacy COO | Feb 13, 2025 | Tax withholding | −566 | $43.15 | $24.42K | 11,367 |
| Robert A. McNamara Director | Jan 2, 2025 | Award | +4,703 | $42.53 | $200.02K | 31,875 |
| Katherine A. Cattanach Director | Jan 2, 2025 | Award | +2,528 | $42.53 | $107.52K | 90,836 |
| Katherine A. Cattanach Director | Dec 31, 2024 | Other | +3,775 | – | – | 92,083 |
| Michael D. Lacy COO | Dec 31, 2024 | Other | +489 | – | – | 10,778 |
| Thomas W. Toomey Chairman and CEO, Director | Jun 7, 2024 | Sale | −90,000 | $39.52 | $3.56M | 849,716 |
| Michael D. Lacy SVP-Property Operations | May 10, 2024 | Sale | −4,500 | $38.17 | $171.77K | 8,566 |
| Jon A. Grove Director | Feb 21, 2024 | Gift | −2,790 | – | – | 447,268 |
| Michael D. Lacy SVP-Property Operations | Feb 16, 2024 | Tax withholding | −581 | $36.08 | $20.96K | 13,066 |
| Tracy L. Hofmeister SVP-Chief Accounting Officer | Feb 15, 2024 | Tax withholding | −141 | $36.05 | $5.08K | 9,554 |
| Tracy L. Hofmeister SVP-Chief Accounting Officer | Feb 15, 2024 | Award | +321 | – | – | 9,695 |
| Michael D. Lacy SVP-Property Operations | Feb 9, 2024 | Tax withholding | −452 | $35.37 | $15.99K | 13,647 |
| Tracy L. Hofmeister SVP-Chief Accounting Officer | Feb 9, 2024 | Tax withholding | −202 | $35.37 | $7.14K | 9,374 |
| Joseph D. Fisher President-CFO | Feb 6, 2024 | Tax withholding | −709 | $35.56 | $25.21K | 4,085 |
| Harry G. Alcock SVP-Chief Investment Officer | Feb 6, 2024 | Tax withholding | −1,399 | $35.56 | $49.75K | 40,276 |
| Robert A. McNamara Director | Jan 2, 2024 | Award | +2,588 | $38.64 | $100.00K | 27,172 |
| Michael D. Lacy COO | Dec 31, 2023 | Other | +498 | – | – | 15,822 |
| Katherine A. Cattanach Director | Dec 31, 2023 | Other | +3,597 | – | – | 88,308 |
| Thomas W. Toomey Chairman and CEO, Director | Dec 26, 2023 | Sale | −45,000 | $37.90 | $1.71M | 939,716 |
| Michael D. Lacy SVP-Property Operations | Feb 21, 2023 | Tax withholding | −522 | $43.85 | $22.89K | 14,099 |
| Tracy L. Hofmeister SVP - Chief Accounting Officer | Feb 15, 2023 | Tax withholding | −116 | $45.02 | $5.22K | 9,576 |
| Michael D. Lacy SVP-Property Operations | Feb 15, 2023 | Tax withholding | −252 | $45.02 | $11.35K | 14,621 |
| Tracy L. Hofmeister SVP - Chief Accounting Officer | Feb 9, 2023 | Award | +912 | – | – | 9,892 |
| Tracy L. Hofmeister SVP - Chief Accounting Officer | Feb 9, 2023 | Tax withholding | −200 | $43.92 | $8.78K | 9,692 |
| Michael D. Lacy SVP-Property Operations | Feb 9, 2023 | Tax withholding | −1,231 | $43.92 | $54.07K | 14,873 |
| Michael D. Lacy SVP-Property Operations | Feb 9, 2023 | Award | +3,520 | – | – | 16,104 |
| Harry G. Alcock SVP-Chief Investment Officer | Feb 6, 2023 | Tax withholding | −1,358 | $42.69 | $57.97K | 41,675 |
| Joseph D. Fisher President-CFO | Feb 6, 2023 | Tax withholding | −710 | $42.69 | $30.31K | 4,794 |
| Robert A. McNamara Director | Jan 3, 2023 | Award | +2,591 | $38.59 | $99.99K | 24,584 |
| Michael D. Lacy SVP-Property Operations | Jan 3, 2023 | Tax withholding | −242 | $38.59 | $9.34K | 12,584 |
| Tracy L. Hofmeister SVP - Chief Accounting Officer | Jan 3, 2023 | Tax withholding | −282 | $38.59 | $10.88K | 8,980 |
| Michael D. Lacy COO | Dec 31, 2022 | Other | +275 | – | – | 14,051 |
| Katherine A. Cattanach Director | Dec 31, 2022 | Other | +2,434 | – | – | 84,711 |
| Thomas W. Toomey Chairman and CEO, Director | Nov 23, 2022 | Sale | −20,000 | $40.44 | $808.80K | 984,716 |
| Patricia Sciutto Doerr SVP-Chief ESG/People Officer | Jul 5, 2022 | Award | +5,457 | $45.81 | $249.99K | 5,457 |
| Clinton D. McDonnough Director | May 31, 2022 | Award | +2,000 | $47.85 | $95.70K | 8,496 |
| Michael D. Lacy SVP-Property Operations | Feb 18, 2022 | Tax withholding | −523 | $54.24 | $28.37K | 12,826 |
| Michael D. Lacy SVP-Property Operations | Feb 15, 2022 | Tax withholding | −1,133 | $54.76 | $62.04K | 13,349 |
| Michael D. Lacy SVP-Property Operations | Feb 15, 2022 | Award | +3,156 | – | – | 14,482 |
| Harry G. Alcock SVP-Chief Investment Officer | Feb 15, 2022 | Award | +15,463 | – | – | 49,821 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Toomey Thomas Officer | Jun 5, 2026 | 80,000 | $3.14M | Jun 5, 2026 | 2025 STI Grant |
| Thomas W. Toomey Officer | Feb 20, 2025 | 25,000 | $1.07M | Feb 20, 2025 | LTI Award |
| Harry G. Alcock Officer | Sep 20, 2024 | 5,000 | $224.39K | Sep 4, 2024 | in lieu of services |
| Thomas W. Toomey Officer | Jun 7, 2024 | 90,000 | $3.56M | Jun 7, 2024 | 2011 Grant Vesting |
| Thomas W. Toomey Officer | Dec 26, 2023 | 45,000 | $1.71M | Dec 26, 2023 | 2015 LTI 3 year TSR vesting |