UDR 公司
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership9,791 shares
Latest Disclosed Value $ 330,740
Wealthfront Advisers Llc reports 0.24% decrease in ownership of UDR / UDR, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 9,791 shares of UDR, Inc. (MX:UDR) valued at $330,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 9,815 shares of UDR, Inc.. This represents a change in shares of -0.24% 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)
2026-05-05 2026-03-31 13F UDR COM 902653104 9,791 -24 -0.24 331 -8.33 0.0007
2026-01-30 2025-12-31 13F UDR COM 902653104 9,815 -118 -1.19 360 -2.70 0.0008
2025-11-06 2025-09-30 13F UDR COM 902653104 9,933 -63,106 -86.40 370 -87.59 0.0009
2025-07-31 2025-06-30 13F UDR COM 902653104 73,039 -1,446 -1.94 2,982 -11.36 0.0077
2025-05-02 2025-03-31 13F UDR COM 902653104 74,485 13,212 21.56 3,364 26.51 0.0090
2025-04-01 2024-12-31 13F/A-1 UDR COM 902653104 61,273 15,442 33.69 2,660 28.02 0.0078
2024-11-12 2024-09-30 13F UDR COM 902653104 45,831 1,910 4.35 2,078 14.94 0.0064
2024-08-14 2024-06-30 13F UDR COM 902653104 43,921 35,580 426.57 1,807 479.17 0.0061
2024-04-19 2024-03-31 13F UDR COM 902653104 8,341 1,206 16.90 312 14.29 0.0011
2024-02-09 2023-12-31 13F UDR COM 902653104 7,135 9 0.13 273 7.48 0.0010
2023-11-01 2023-09-30 13F UDR COM 902653104 7,126 -264 -3.57 254 -19.87 0.0011
2023-08-07 2023-06-30 13F UDR COM 902653104 7,390 598 8.80 317 14.03 0.0013
2023-04-28 2023-03-31 13F UDR COM 902653104 6,792 6,792 279 0.0013
2023-02-10 2022-12-31 13F UDR COM 902653104 0 -6,015 -100.00 0 -100.00
2022-11-14 2022-09-30 13F UDR COM 902653104 6,015 -400 -6.24 251 -14.92 0.0013
2022-07-20 2022-06-30 13F UDR COM 902653104 6,415 -17,973 -73.70 295 -78.91 0.0015
2022-05-16 2022-03-31 13F UDR COM 902653104 24,388 16,703 217.35 1,399 203.47 0.0061
2022-01-21 2021-12-31 13F UDR COM 902653104 7,685 2,039 36.11 461 54.18 0.0019
2021-11-15 2021-09-30 13F UDR COM 902653104 5,646 921 19.49 299 29.44 0.0014
2021-08-16 2021-06-30 13F UDR COM 902653104 4,725 4,725 231 0.0011
2020-11-16 2020-09-30 13F UDR COM 902653104 0 -9,865 -100.00 0 -100.00
2020-08-14 2020-06-30 13F UDR COM 902653104 9,865 -17,900 -64.47 369 -63.65 0.0029
2020-05-15 2020-03-31 13F UDR COM 902653104 27,765 3,592 14.86 1,015 -10.10 0.0092
2020-01-21 2019-12-31 13F UDR COM 902653104 24,173 1,625 7.21 1,129 3.29 0.0084
2019-10-15 2019-09-30 13F UDR COM 902653104 22,548 1,150 5.37 1,093 13.74 0.0092
2019-08-13 2019-06-30 13F UDR COM 902653104 21,398 -2,355 -9.91 961 -11.02 0.0083
2019-05-13 2019-03-31 13F UDR COM 902653104 23,753 2,856 13.67 1,080 30.43 0.0100
2019-02-14 2018-12-31 13F UDR COM 902653104 20,897 20,897 828 0.0088
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.