UDR 公司
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership9,399 shares
Latest Disclosed Value $ 317,504
Stifel Financial Corp reports 1.45% decrease in ownership of UDR / UDR, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 9,399 shares of UDR, Inc. (MX:UDR) valued at $317,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,537 shares of UDR, Inc.. This represents a change in shares of -1.45% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UDR COM 902653104 9,399 -138 -1.45 318 -9.17 0.0001
2026-02-13 2025-12-31 13F UDR COM 902653104 9,537 -795 -7.69 350 -9.11 0.0003
2025-11-12 2025-09-30 13F UDR COM 902653104 10,332 172 1.69 385 -7.25 0.0004
2025-08-14 2025-06-30 13F UDR COM 902653104 10,160 350 3.57 415 -6.55 0.0004
2025-05-14 2025-03-31 13F UDR COM 902653104 9,810 -303 -3.00 443 1.14 0.0005
2025-02-13 2024-12-31 13F UDR COM 902653104 10,113 919 10.00 439 5.29 0.0005
2024-11-14 2024-09-30 13F UDR COM 902653104 9,194 -3,322 -26.54 417 -19.22 0.0004
2024-08-13 2024-06-30 13F UDR COM 902653104 12,516 -4,441 -26.19 515 -18.77 0.0006
2024-05-14 2024-03-31 13F UDR COM 902653104 16,957 1,295 8.27 634 5.84 0.0007
2024-02-12 2023-12-31 13F UDR COM 902653104 15,662 507 3.35 600 10.93 0.0008
2023-11-13 2023-09-30 13F UDR COM 902653104 15,155 -3,747 -19.82 541 -33.50 0.0008
2023-08-14 2023-06-30 13F UDR COM 902653104 18,902 1,906 11.21 812 16.50 0.0011
2023-05-12 2023-03-31 13F UDR COM 902653104 16,996 3,313 24.21 698 31.76 0.0010
2023-02-13 2022-12-31 13F UDR COM 902653104 13,683 478 3.62 530 -3.99 0.0008
2022-11-14 2022-09-30 13F UDR COM 902653104 13,205 302 2.34 551 -7.39 0.0009
2022-08-15 2022-06-30 13F UDR COM 902653104 12,903 1,645 14.61 595 -7.89 0.0009
2022-05-13 2022-03-31 13F UDR COM 902653104 11,258 -739 -6.16 646 -10.15 0.0009
2022-02-14 2021-12-31 13F UDR COM 902653104 11,997 -134 -1.10 719 11.82 0.0010
2021-11-15 2021-09-30 13F UDR COM 902653104 12,131 184 1.54 643 9.91 0.0009
2021-08-13 2021-06-30 13F UDR COM 902653104 11,947 -1,807 -13.14 585 -2.99 0.0009
2021-05-14 2021-03-31 13F UDR COM 902653104 13,754 1,140 9.04 603 24.33 0.0010
2021-02-12 2020-12-31 13F UDR COM 902653104 12,614 3,004 31.26 485 54.95 0.0009
2020-11-16 2020-09-30 13F UDR COM 902653104 9,610 -2,330 -19.51 313 -29.82 0.0006
2020-08-14 2020-06-30 13F UDR COM 902653104 11,940 -2,867 -19.36 446 -17.41 0.0010
2020-05-14 2020-03-31 13F UDR COM 902653104 14,807 -9,390 -38.81 540 -52.13 0.0015
2020-02-13 2019-12-31 13F UDR COM 902653104 24,197 8,931 58.50 1,128 52.43 0.0024
2019-11-19 2019-09-30 13F/A-1 UDR COM 902653104 15,266 -19 -0.12 740 8.03 0.0019
2019-11-13 2019-09-30 13F UDR COM 902653104 15,266 -19 740 414.8071
2019-08-14 2019-06-30 13F UDR COM 902653104 15,285 -461 -2.93 685 -4.33 0.0018
2019-05-14 2019-03-31 13F UDR COM 902653104 15,746 -661 -4.03 716 10.32 0.0020
2019-02-13 2018-12-31 13F UDR COM 902653104 16,407 0 0.00 649 -2.26 0.0021
2018-11-13 2018-09-30 13F UDR COM 902653104 16,407 -1,641 -9.09 664 -1.92 0.0019
2018-08-14 2018-06-30 13F UDR COM 902653104 18,048 -1,762 -8.89 677 -3.97 0.0021
2018-05-11 2018-03-31 13F UDR COM 902653104 19,810 0 0.00 705 -7.60 0.0022
2018-02-14 2017-12-31 13F UDR COM 902653104 19,810 -1,660 -7.73 763 -6.61 0.0024
2017-11-13 2017-09-30 13F UDR COM 902653104 21,470 487 2.32 817 0.00 0.0028
2017-08-14 2017-06-30 13F UDR COM 902653104 20,983 0 0.00 817 7.50 0.0030
2017-05-10 2017-03-31 13F UDR COM 902653104 20,983 -760 -3.50 760 -4.16 0.0029
2017-02-16 2016-12-31 13F UDR COM 902653104 21,743 -190 -0.87 793 0.51 0.0034
2016-11-15 2016-09-30 13F UDR COM 902653104 21,933 -379 -1.70 789 -4.13 0.0035
2016-08-17 2016-06-30 13F UDR COM 902653104 22,312 176 0.80 823 -3.52 0.0038
2016-05-16 2016-03-31 13F UDR COM 902653104 22,136 -3,830 -14.75 853 -12.60 0.0045
2016-03-21 2015-12-31 13F/A-2 UDR COM 902653104 25,966 -35,603 -57.83 976 -54.07 0.0051
2016-02-26 2015-12-31 13F/A-1 UDR COM 902653104 25,966 0 976 0.0051
2016-02-16 2015-12-31 13F UDR COM 902653104 25,966 976
2015-11-16 2015-09-30 13F UDR COM 902653104 61,569 -5,732 -8.52 2,125 -1.85 0.0119
2015-08-17 2015-06-30 13F/A-1 UDR COM 902653104 67,301 11,305 20.19 2,165 13.23 0.0112
2015-08-17 2015-06-30 13F UDR COM 902653104 66,590 2,144
2015-05-14 2015-03-31 13F UDR COM 902653104 55,996 5,690 11.31 1,912 23.28 0.0105
2015-02-13 2014-12-31 13F UDR COM 902653104 50,306 50,306 1,551 0.0086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.