UDR · UDR, Inc. · Held by Funds
$33.55
-0.40 (-1.18%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$11.00B
Shares
324.92M
Volume · Sep 30
4.08M
Avg daily vol (3M)
3.39M
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.
Funds holding UDR
578 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| American Mutual Fund | — | 13,935,189 | $531,766,812 | 0.45% | Long | 2026-07-31 | |
| VANGUARD REAL ESTATE INDEX FUND | — | 11,157,483 | $425,769,551 | 0.58% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 10,311,429 | $411,632,246 | 0.02% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 7,659,413 | $305,763,767 | 0.02% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 7,448,773 | $297,355,018 | 0.16% | Long | 2026-06-30 | |
| Investment Co of America | — | 5,397,101 | $215,452,272 | 0.12% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 4,739,148 | $180,845,888 | 0.19% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 4,299,517 | $171,636,719 | 0.37% | Long | 2026-06-30 | |
| iShares Core S&P 500 ETF | IVV | 4,067,267 | $162,365,299 | 0.02% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 3,583,092 | $143,037,033 | 0.02% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 3,848,622 | $142,014,152 | 0.02% | Long | 2026-05-31 | |
| Fidelity Real Estate Investment Portfolio | — | 3,180,075 | $121,351,662 | 3.56% | Long | 2026-07-31 | |
| Fidelity SAI Real Estate Fund | FSRJX | 2,978,791 | $113,670,665 | 3.55% | Long | 2026-07-31 | |
| VANGUARD WINDSOR FUND | — | 2,861,399 | $109,190,986 | 0.43% | Long | 2026-07-31 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | XLRE | 2,477,589 | $98,905,353 | 1.22% | Long | 2026-06-30 | |
| Capital World Growth & Income Fund | — | 2,546,876 | $93,979,724 | 0.06% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | SPYD | 2,337,854 | $93,327,132 | 1.27% | Long | 2026-06-30 | |
| Cohen & Steers Real Estate Securities Fund | — | 2,226,764 | $88,892,419 | 0.93% | Long | 2026-06-30 | |
| Capital Income Builder | — | 2,221,845 | $84,785,605 | 0.06% | Long | 2026-07-31 | |
| Schwab U.S. REIT ETF | SCHH | 2,127,535 | $78,506,042 | 0.79% | Long | 2026-05-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 1,958,228 | $74,725,980 | 0.68% | Long | 2026-07-31 | |
| Invesco S&P 500 Low Volatility ETF | SPLV | 1,770,318 | $65,324,734 | 0.95% | Long | 2026-05-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 1,607,399 | $64,167,368 | 0.02% | Long | 2026-06-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 1,680,040 | $64,110,326 | 0.90% | Long | 2026-07-31 | |
| Invesco S&P 500 High Dividend Low Volatility ETF | SPHD | 1,707,114 | $62,992,507 | 1.95% | Long | 2026-05-31 | |
| Cohen & Steers Institutional Realty Shares | CSRIX | 1,440,166 | $57,491,427 | 0.64% | Long | 2026-06-30 | |
| iShares Russell Mid-Cap ETF | IWR | 1,337,983 | $53,412,281 | 0.09% | Long | 2026-06-30 | |
| Cohen & Steers Realty Shares | — | 1,288,829 | $51,450,054 | 0.63% | Long | 2026-06-30 | |
| Fidelity Mid Cap Index Fund | FSMDX | 1,228,742 | $46,888,795 | 0.09% | Long | 2026-07-31 | |
| iShares Core U.S. REIT ETF | USRT | 1,215,890 | $46,398,362 | 1.00% | Long | 2026-07-31 | |
| DFA Global Real Estate Securities Portfolio | — | 1,086,929 | $41,477,211 | 0.53% | Long | 2026-07-31 | |
| iShares U.S. Real Estate ETF | IYR | 1,020,946 | $40,756,164 | 0.87% | Long | 2026-06-30 | |
| Fidelity Real Estate Income Fund | — | 959,679 | $36,621,351 | 0.83% | Long | 2026-07-31 | |
| iShares Global REIT ETF | REET | 887,555 | $33,869,099 | 0.66% | Long | 2026-07-31 | |
| First Trust Value Line Dividend Index Fund | FVD | 830,492 | $33,153,241 | 0.41% | Long | 2026-06-30 | |
| iShares Select U.S. REIT ETF | ICF | 834,308 | $31,837,193 | 1.51% | Long | 2026-07-31 | |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | RQI | 788,317 | $31,469,615 | 1.75% | Long | 2026-06-30 | |
| Apollo Diversified Real Estate Fund | — | 754,130 | $30,104,870 | 0.92% | Long | 2026-06-30 | |
| Schwab U.S. Mid-Cap ETF | SCHM | 814,427 | $30,052,356 | 0.21% | Long | 2026-05-31 | |
| Cohen & Steers Global Realty Shares, Inc. | — | 729,286 | $29,113,097 | 1.27% | Long | 2026-06-30 | |
| iShares Russell 1000 Value ETF | IWD | 725,700 | $28,969,944 | 0.04% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 705,304 | $28,155,736 | 0.02% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 662,475 | $25,280,046 | 0.02% | Long | 2026-07-31 | |
| Fidelity Real Estate Index Fund | FSRNX | 645,510 | $24,632,662 | 0.76% | Long | 2026-07-31 | |
| Nuveen Real Estate Securities Select Fund | — | 614,452 | $24,528,924 | 0.93% | Long | 2026-06-30 | |
| Columbia Dividend Opportunity Fund | — | 663,500 | $24,483,150 | 1.00% | Long | 2026-05-31 | |
| iShares Residential and Multisector Real Estate ETF | REZ | 581,978 | $23,232,562 | 2.66% | Long | 2026-06-30 | |
| Invesco Real Estate Fund | — | 612,138 | $22,587,892 | 3.29% | Long | 2026-05-31 | |
| Dimensional Global Real Estate ETF | DFGR | 581,501 | $22,190,078 | 0.57% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 570,662 | $21,057,428 | 0.02% | Long | 2026-05-31 |
Showing 1–50 of 578 positions