Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Udr Inc (UDR)

521 + Investors. Track Smart Money conviction in UDR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — UDR

Based on 522 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
522 hedge funds hold UDR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

268 buying247 selling
Last quarter: 268 funds bought or added vs 247 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 51 → 87 → 76. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
346 out of 522 hedge funds have held UDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

66 → 73 → 51 → 87 → 76 new funds/Q
New funds entering each quarter: 73 → 51 → 87 → 76. A growing number of institutions are discovering UDR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 532 current holders: 379 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
60 of 522 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in UDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UDR

In 2026 Q1, 268 hedge funds were net buyers of UDR (76 opened a new position, 192 added to an existing one), while 247 reduced or exited (176 trimmed, 71 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in UDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 522.

Hedge Fund Ownership: UDR

How many hedge funds hold UDR — quarterly history vs. share price
Quarterly hedge fund ownership of UDR vs. share price

Market Analysis: UDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Udr Inc (UDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UDR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
UDR
+13.4%
XLRE
+9.9%

UDR outperformed XLRE by +3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
UDR
+3.7%
XLRE
+3.8%

Since the filing became public, UDR outperformed XLRE by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: UDR
521 + Investors

Track Smart Money conviction in UDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 521 517 0.77%
13F Shares 320M 343M -6.81%
Total Value $9.89B $12.55B -21.22%
New Positions 76 87 -11
Increased Positions 189 171 +18
Closed Positions 72 66 +6
Reduced Positions 172 188 -16
Total Calls 6 4 50.0%
Total Puts 5 5 -
PUT/CALL Ratio 0.83 1.25 Neutral

Statistics: UDR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

521 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UDR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UDR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayhunt Capital LLC 7.70% 221,582 $8.1M
2 Sophron Capital Management L.P. 3.84% 385,812 $13.0M
3 Presima Securities ULC 3.58% 188,943 $6.4M
4 Corsicana & Co. 3.17% 110,713 $5.0M
5 Centersquare Investment Management LLC 2.92% 8,369,993 $282.7M
6 GRS Advisors, LLC 2.72% 815,632 $27.6M
7 Hazelview Securities Inc. 2.05% 325,580 $11.0M
8 Callodine Capital Management, LP 1.97% 833,925 $28.2M
9 Lasalle Investment Management Securities LLC 1.83% 1,370,031 $46.3M
10 Vert Asset Management LLC 1.65% 154,165 $5.2M
11 Cbre Investment Management Listed Real Assets LLC 1.27% 2,536,006 $85.7M
12 Investure, LLC 1.13% 682,339 $23.0M
13 Hudson Edge Investment Partners INC. 1.12% 227,336 $7.7M
14 Graham Capital Wealth Management, LLC 0.98% 32,584 $1.1M
15 Dover Advisors, LLC 0.96% 68,353 $2.3M
16 Abc Arbitrage SA 0.88% 196,161 $6.6M
17 Cander Asset Management LP 0.81% 133,900 $4.5M
18 Bayesian Capital Management, LP 0.70% 17,000 $574K
19 MQS Management LLC 0.58% 25,364 $857K
20 Advocate Group LLC 0.55% 104,497 $3.5M
21 Lighthouse Investment Partners, LLC 0.46% 393,092 $13.3M
22 Daiwa Securities Group Inc. 0.43% 4,453,170 $150.4M
23 Pacific Heights Asset Management LLC 0.40% 350,000 $11.8M
24 Aew Capital Management L P 0.39% 160,840 $5.4M
25 Snowwater Investment Partners, LLC 0.35% 10,850 $367K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Udr Inc (UDR)

What does the Smart Money Trend signal show for UDR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UDR?

Slight buying edge — 52% buying: Last quarter: 268 funds bought or added vs 247 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UDR holders?

Elite ownership — 50% AUM from top-100 funds: 60 of 522 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in UDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UDR?

66% of holders stayed for 2+ years: 346 out of 522 hedge funds have held UDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Udr Inc (UDR) following the 2026 Q1 hedge fund 13F filings?

As of today, UDR has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.8% for the XLRE sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), UDR has gained +13.4% vs +9.9% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →