Follow-The-Filings

Security

UDR

Udr Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 4 new 1 exit max 0.1% (Norges Bank)

owners 14
max % 0.1%
tracked value $3.3B
qoq N 4 A 6 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Norges Bank 2025 Q4 stale 0.1% Add +0.2% 29,492,515 $1.1B hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -5.9% 2,766,296 $93M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% New 0.1% 772,594 $26M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +184.5% 1,253,098 $42M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +54.8% 606,597 $20M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.8% 49,902,666 $1.8B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +862.0% 3,481,105 $118M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +1354.4% 1,356,376 $46M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +15.3% 421,123 $14M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 266,086 $9M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -3.2% 62,427 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 15,573 $526 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 6,543 $221 hist
Ancora Advisors LLC 2026 Q1 0.0% 1,116 $38 hist
Christopher Davis - Davis Selected Advisers exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 113,280 $4M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.84M $8.32M $11.36M
Gross profit
Gross margin
Net income $444.35M $89.58M $377.7M
Net margin * 6493.5% 1077.1% 3324.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $11.37B $10.9B $10.61B
Total current liabilities
Total non-current liabilities
Total equity $3.99B $3.44B $3.29B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $832.66M $876.85M $902.89M
Cash from investing -$289.14M -$276.35M -$150.99M
Cash from financing -$538.85M -$599.94M -$750.39M
Net change in cash * $4.67M $561,000 $1.5M

ownership over time

filing count by report period · click a bar for that quarter’s holders