AI Holders Summary · Q2 2026

546 institutions reported UDR in Q2 2026. BlackRock, Inc. leads at 12.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.2B31.3M0.02%Q2 2026 02

NORGES BANK

CIK 0001374170· Sovereign

$1.2B29.5M0.12%Q2 2026 03

Capital Research Global Investors

CIK 0001422848

$1.0B25.6M0.14%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$1.0B25.5M0.05%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$810M20.3M0.02%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$774M19.4M0.02%Q2 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$701M20.8M1.22%Q1 2026 08

FMR LLC

CIK 0000315066

$562M14.1M0.02%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$553M13.9M0.04%Q2 2026 10

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CIK 0001725296

$368M9.2M3.14%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$346M8.7M0.02%Q2 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$251M6.2M0.01%Q2 2026 13

CANADA PENSION PLAN INVESTMENT BOARD

CIK 0001283718

$220M5.5M0.12%Q2 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$218M5.5M0.04%Q2 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$207M5.2M0.03%Q2 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$192M4.8M0.03%Q2 2026 17

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CIK 0001033984

$183M4.6M2.55%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$160M4.0M0.02%Q2 2026 19

Daiwa Securities Group Inc.

CIK 0001481045

$146M3.7M0.28%Q2 2026 20

UBS Group AG

CIK 0001610520

$132M3.3M0.02%Q2 2026

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