← Every company
Funds Holding UDR Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in UDR Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UDR →Funds holding
133
as of 2026-07-31
Reported value
$2.3B
summed across funds
Fund families
68
named trusts
Largest conviction
3.65%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco Active U.S. Real Estate ETFInvesco Actively Managed Exchange-Traded Fund Trust57.7K sh$2.2M | 3.65% |
| Fidelity Real Estate Investment PortfolioFidelity Select Portfolios3.2M sh$121.4M | 3.56% |
| Fidelity SAI Real Estate FundFidelity Summer Street Trust3M sh$113.7M | 3.55% |
| Fidelity Real Estate Investment ETFFidelity Covington Trust15.2K sh$578.4K | 3.50% |
| Invesco S&P 500 Equal Weight Real Estate ETFInvesco Exchange-Traded Fund Trust82.6K sh$3.2M | 3.14% |
| NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST179.8K sh$6.9M | 3.09% |
| YieldMax(R) Target 12(TM) Real Estate Option Income ETFTidal Trust II5.8K sh$223K | 2.55% |
| BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.178.8K sh$6.8M | 2.00% |
| NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust3.5K sh$134.3K | 1.95% |
| Virtus Duff & Phelps Real Estate Income ETFVirtus ETF Trust II1.8K sh$68.7K | 1.73% |
| iShares Select U.S. REIT ETFiShares Trust834.3K sh$31.8M | 1.51% |
| NEUBERGER REAL ESTATE SECURITIES INCOME FUND INCNEUBERGER REAL ESTATE SECURITIES INCOME FUND INC74.2K sh$2.8M | 1.36% |
| PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST19.5K sh$743.5K | 1.34% |
| COMMONWEALTH REAL ESTATE SECURITIES FUNDCommonwealth International Series Trust4.5K sh$171.7K | 1.10% |
| Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III48.9K sh$1.9M | 1.08% |
| iShares Core U.S. REIT ETFiShares Trust1.2M sh$46.4M | 1.00% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.7M sh$64.1M | 0.90% |
| Fidelity SAI Real Estate Income FundFidelity Securities Fund503.1K sh$19.2M | 0.89% |
| Dimensional US Real Estate ETFDimensional ETF Trust411.1K sh$15.7M | 0.88% |
| THE HARTFORD MIDCAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC272.7K sh$10.4M | 0.86% |
| REAL ESTATE ULTRASECTOR PROFUNDProFunds741 sh$28.3K | 0.84% |
| Fidelity Real Estate Income FundFidelity Securities Fund959.7K sh$36.6M | 0.83% |
| PGIM Global Real Estate FundPrudential Investment Portfolios 12242K sh$9.2M | 0.82% |
| Direxion Daily Real Estate Bull 3X SharesDirexion Shares ETF Trust9.5K sh$362.1K | 0.80% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds411.2K sh$15.7M | 0.79% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust42.4K sh$1.6M | 0.76% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST297.9K sh$11.4M | 0.76% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust645.5K sh$24.6M | 0.76% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS2M sh$74.7M | 0.68% |
| Global Real Estate Securities FundRUSSELL INVESTMENT CO74.3K sh$2.8M | 0.68% |
| iShares Global REIT ETFiShares Trust887.6K sh$33.9M | 0.66% |
| iShares Environmentally Aware Real Estate ETFiShares Trust2.4K sh$89.9K | 0.63% |
| iShares Developed Real Estate Index FundBlackRock Funds48.7K sh$1.9M | 0.59% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS11.2M sh$425.8M | 0.58% |
| Dimensional Global Real Estate ETFDimensional ETF Trust581.5K sh$22.2M | 0.57% |
| Hennessy Sustainable ETFHennessy Funds Trust14K sh$532.9K | 0.57% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.1M sh$41.5M | 0.53% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust39.1K sh$1.5M | 0.45% |
| American Mutual FundAmerican Mutual Fund13.9M sh$531.8M | 0.45% |
| VANGUARD WINDSOR FUNDVANGUARD WINDSOR FUNDS2.9M sh$109.2M | 0.43% |
| Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust20.3K sh$774.1K | 0.43% |
| PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 1021.2K sh$809K | 0.42% |
| JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust2.5K sh$94.5K | 0.37% |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUNDVANGUARD WHITEHALL FUNDS182.3K sh$7M | 0.37% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust47.8K sh$1.8M | 0.28% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust44.1K sh$1.7M | 0.26% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust129.8K sh$5M | 0.24% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust27.8K sh$1.1M | 0.23% |
| Permanent PortfolioPERMANENT PORTFOLIO FAMILY OF FUNDS400K sh$15.3M | 0.21% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust54.3K sh$2.1M | 0.21% |
| Wilmington Real Asset FundWilmington Funds24.7K sh$943.7K | 0.21% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust40.1K sh$1.5M | 0.20% |
| Pacer WealthShield ETFPacer Funds Trust1.2K sh$45.4K | 0.19% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust4.7M sh$180.8M | 0.19% |
| iShares Morningstar Small-Cap ETFiShares Trust13.3K sh$509.1K | 0.18% |
| Victory Extended Market Index FundVictory Portfolios III37.3K sh$1.4M | 0.18% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds58.1K sh$2.2M | 0.17% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust109.2K sh$4.2M | 0.16% |
| iShares Morningstar Small-Cap Value ETFiShares Trust27.2K sh$1M | 0.15% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I14.4K sh$549.7K | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust37.2K sh$1.4M | 0.14% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust692 sh$26.4K | 0.13% |
| Hartford Real Asset FundHARTFORD MUTUAL FUNDS, INC2.4K sh$89.9K | 0.13% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO8K sh$303.4K | 0.10% |
| Domini Impact Equity FundDomini Investment Trust28.6K sh$1.1M | 0.09% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.2M sh$46.9M | 0.09% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST65.6K sh$2.5M | 0.09% |
| iShares Russell Mid-Cap Index FundBlackRock Funds60K sh$2.3M | 0.09% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust9.8K sh$373.4K | 0.08% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO12K sh$457K | 0.08% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO27.5K sh$1M | 0.07% |
| Capital Income BuilderCapital Income Builder2.2M sh$84.8M | 0.06% |
| Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL11.4K sh$434.8K | 0.05% |
| iShares Core Dividend ETFiShares Trust20.6K sh$787.9K | 0.05% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust9.2K sh$352.9K | 0.04% |
| Wilmington Global Alpha Equities FundWilmington Funds2.5K sh$96.2K | 0.04% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST7.1K sh$270.9K | 0.04% |
| US Vegan Climate ETFETF Series Solutions1.8K sh$68K | 0.04% |
| LARGE-CAP VALUE PROFUNDProFunds51 sh$1.9K | 0.04% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust109.5K sh$4.2M | 0.03% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust128.1K sh$4.9M | 0.03% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST9.9K sh$378.5K | 0.03% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds117.3K sh$4.5M | 0.03% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL138K sh$5.3M | 0.03% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc2.3K sh$88.9K | 0.03% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS15 sh$572.4 | 0.03% |
| Green Century Balanced FundGREEN CENTURY FUNDS2.5K sh$94.5K | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust63.8K sh$2.4M | 0.02% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST81.3K sh$3.1M | 0.02% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS260 sh$9.9K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.8K sh$70.6K | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds3.1K sh$119.4K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust556 sh$21.2K | 0.02% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS6.5K sh$248.3K | 0.02% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds67.7K sh$2.6M | 0.02% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS316 sh$12.1K | 0.02% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS39 sh$1.5K | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds290.5K sh$11.1M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust10.5K sh$401.7K | 0.02% |
| JPMorgan Global Allocation FundJPMorgan Trust I10.8K sh$410.7K | 0.02% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS17 sh$648.7 | 0.02% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds21.5K sh$819.8K | 0.02% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS15.3K sh$583.4K | 0.02% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust15.2K sh$581K | 0.02% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.7K sh$63.5K | 0.02% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC66.4K sh$2.5M | 0.02% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST662.5K sh$25.3M | 0.02% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust86.5K sh$3.3M | 0.02% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc60.9K sh$2.3M | 0.02% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.12.3K sh$467.6K | 0.02% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST9.7K sh$370.5K | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds21.2K sh$809.4K | 0.02% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS21 sh$801.4 | 0.02% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust1.2K sh$47.2K | 0.02% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.5.8K sh$222.1K | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust12.8K sh$487.1K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS95.6K sh$3.6M | 0.02% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST14.1K sh$539K | 0.02% |
| Morningstar Alternatives FundMorningstar Funds Trust1.1K NC$41.9K | 0.02% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.1K sh$42.6K | 0.02% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.1K sh$271K | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST181.4K sh$6.9M | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust161.6K sh$6.2M | 0.02% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust256 sh$9.8K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.6K sh$59.9K | 0.02% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.1K sh$78.5K | 0.01% |
| ULTRABULL PROFUNDProFunds635 sh$24.2K | 0.01% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust23.1K sh$882K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS292.7K sh$11.2M | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc7.3K sh$278.1K | 0.01% |
| BULL PROFUNDProFunds139 sh$5.3K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust84 sh$3.2K | 0.00% |
| BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.-78.3K sh$108K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.