Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UDR INC (UDR)

492 + Investors. Track Smart Money conviction in UDR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — UDR

Based on 484 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
484 hedge funds hold UDR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

249 buying241 selling
Last quarter: 249 funds bought or added vs 241 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new UDR position: 64 → 70 → 49 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 13% medium ■ 17% new
336 out of 484 hedge funds have held UDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~84 new funds/quarter

62 → 64 → 70 → 49 → 84 new funds/Q
New funds entering each quarter: 64 → 70 → 49 → 84. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 492 current holders: 346 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
41 of 484 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UDR

In 2025 Q4, 249 hedge funds were net buyers of UDR (84 opened a new position, 165 added to an existing one), while 241 reduced or exited (178 trimmed, 63 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 59% of total institutional value in UDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 484.

Hedge Fund Ownership: UDR

How many hedge funds hold UDR — quarterly history vs. share price
Quarterly hedge fund ownership of UDR vs. share price

Market Analysis: UDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDR

Real Estate REIT - Residential

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

75 top-rated funds 2 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: UDR
2026 Q1 Stats Unlock in 6 days 492 + Investors

Track Smart Money conviction in UDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 492 470 4.68%
13F Shares 338M 297M 13.62%
Total Value $12.36B $11.06B 11.72%
New Positions 84 50 +34
Increased Positions 175 172 +3
Closed Positions 63 69 -6
Reduced Positions 186 183 +3
Total Calls 4 3 33.33%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 2.0 Bearish

Statistics: UDR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

492 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UDR. Verified SEC 13F-HR filings.

Top 25 institutional holders of UDR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corsicana & Co. 3.17% 110,713 $5.0M
2 CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.92% 8,369,993 $282.7M
3 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.83% 1,370,031 $46.3M
4 Vert Asset Management LLC 1.65% 154,165 $5.2M
5 Aurora Investment Managers, LLC. 1.14% 45,810 $2K
6 Investure, LLC 1.13% 682,339 $23.0M
7 HUDSON EDGE INVESTMENT PARTNERS INC. 1.12% 227,336 $7.7M
8 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 0.98% 32,584 $1.1M
9 DOVER ADVISORS, LLC 0.96% 68,353 $2.3M
10 ABC ARBITRAGE SA 0.88% 196,161 $6.6M
11 Pensionfund PDN 0.85% 43,605 $1K
12 Pensionfund Sabic 0.85% 20,888 —
13 MQS Management LLC 0.58% 25,364 $857K
14 ADVOCATE GROUP LLC 0.55% 104,497 $3.5M
15 Daiwa Securities Group Inc. 0.43% 4,453,170 $150.4M
16 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 0.40% 350,000 $11.8M
17 AEW CAPITAL MANAGEMENT L P 0.39% 160,840 $5.4M
18 Oak Thistle LLC 0.33% 99,103 $3.3M
19 Hummer Financial Advisory Services Inc 0.28% 11,722 $396K
20 INSPIRE TRUST CO, N.A. 0.27% 52,000 $1.8M
21 PACIFIC SUN FINANCIAL CORP 0.26% 15,859 $536K
22 Consolidated Investment Group LLC 0.26% 70,100 $2.4M
23 APG Asset Management US Inc. 0.22% 828,243 $28.4M
24 TT Capital Management LLC 0.19% 6,900 $233K
25 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.19% 28,350 $958K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UDR INC (UDR)

What does the Smart Money Trend signal show for UDR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UDR?

Slight buying edge — 51% buying: Last quarter: 249 funds bought or added vs 241 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UDR holders?

Elite ownership — 59% AUM from top-100 funds: 41 of 484 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UDR?

69% of holders stayed for 2+ years: 336 out of 484 hedge funds have held UDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.