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UDR · UDR, Inc. · Held by Funds

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$36.44 +0.31 (+0.86%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$11.55B
Shares
316.89M
Volume · Nov 13 1.84M Avg daily vol (3M) 4.06M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of UDR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 30.08% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 5.52% 17,501,195
Index ETFs 24.55% 77,805,915
Active ETFs 0.72% 2,283,440
Active funds 18.36% 58,189,536
Unclassified 1.45% 4,608,568
All registered funds 50.61% 160,388,654
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UDR

577 fund positions
Fund Balance Value % of Fund Open
American Mutual Fund 13,935,189 $531,766,812 0.45%
VANGUARD REAL ESTATE INDEX FUND 11,157,483 $425,769,551 0.58%
VANGUARD TOTAL STOCK MARKET INDEX FUND 10,311,429 $411,632,246 0.02%
VANGUARD 500 INDEX FUND 7,659,413 $305,763,767 0.02%
VANGUARD SMALL-CAP INDEX FUND 7,448,773 $297,355,018 0.16%
Investment Co of America 5,397,101 $215,452,272 0.12%
Invesco S&P 500 Equal Weight ETF 4,739,148 $180,845,888 0.19%
VANGUARD SMALL-CAP GROWTH INDEX FUND 4,299,517 $171,636,719 0.37%
iShares Core S&P 500 ETF 4,067,267 $162,365,299 0.02%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 3,583,092 $143,037,033 0.02%
Fidelity 500 Index Fund 3,838,119 $141,818,497 0.02%
Fidelity Real Estate Investment Portfolio 3,180,075 $121,351,662 3.56%
Fidelity SAI Real Estate Fund 2,978,791 $113,670,665 3.55%
VANGUARD WINDSOR FUND 2,861,399 $109,190,986 0.43%
State Street(R) Real Estate Select Sector SPDR(R) ETF 2,477,589 $98,905,353 1.22%
Capital World Growth & Income Fund 2,546,876 $94,107,068 0.06%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 2,337,854 $93,327,132 1.27%
Cohen & Steers Real Estate Securities Fund 2,226,764 $88,892,419 0.93%
Schwab U.S. REIT ETF 2,328,454 $86,036,375 0.77%
Capital Income Builder 2,221,845 $84,785,605 0.06%
VANGUARD REAL ESTATE II INDEX FUND 1,958,228 $74,725,980 0.68%
Invesco S&P 500 Low Volatility ETF 1,857,818 $68,646,375 0.97%
VANGUARD INSTITUTIONAL INDEX FUND 1,607,399 $64,167,368 0.02%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,680,040 $64,110,326 0.90%
Cohen & Steers Institutional Realty Shares 1,440,166 $57,491,427 0.64%
iShares Russell Mid-Cap ETF 1,337,983 $53,412,281 0.09%
Cohen & Steers Realty Shares 1,288,829 $51,450,054 0.63%
Fidelity Mid Cap Index Fund 1,228,742 $46,888,795 0.09%
iShares Core U.S. REIT ETF 1,215,890 $46,398,362 1.00%
DFA Global Real Estate Securities Portfolio 1,086,929 $41,477,211 0.53%
iShares U.S. Real Estate ETF 1,020,946 $40,756,164 0.87%
Fidelity Real Estate Income Fund 959,679 $36,621,351 0.83%
iShares Global REIT ETF 887,555 $33,869,099 0.66%
First Trust Value Line Dividend Index Fund 830,492 $33,153,241 0.41%
iShares Select U.S. REIT ETF 834,308 $31,837,193 1.51%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 788,317 $31,469,615 1.75%
Schwab U.S. Mid-Cap ETF 817,879 $30,220,629 0.20%
Apollo Diversified Real Estate Fund 754,130 $30,104,870 0.92%
Cohen & Steers Global Realty Shares, Inc. 729,286 $29,113,097 1.27%
iShares Russell 1000 Value ETF 725,700 $28,969,944 0.04%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 705,304 $28,155,736 0.02%
Columbia Dividend Opportunity Fund 726,700 $26,851,565 1.02%
Schwab S&P 500 Index Fund 662,475 $25,280,046 0.02%
Fidelity Real Estate Index Fund 645,510 $24,632,662 0.76%
Nuveen Real Estate Securities Select Fund 614,452 $24,528,924 0.93%
iShares Residential and Multisector Real Estate ETF 581,978 $23,232,562 2.66%
Dimensional Global Real Estate ETF 581,501 $22,190,078 0.57%
Invesco Real Estate Fund 591,576 $21,858,733 3.26%
Fidelity Total Market Index Fund 566,586 $20,935,353 0.01%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 512,458 $20,457,323 1.11%
Showing 1–50 of 577 positions
Key facts CIK 74208 CUSIP 902653104 13F (30d) 435 filings 402 filers Visit website Investor relations