AI Holders Summary · Q1 2026

546 institutions reported UDR in Q1 2026. BlackRock, Inc. leads at 15.1% 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

$1.2B36.2M0.02%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$887M26.3M0.05%Q1 2026 03

Capital Research Global Investors

CIK 0001422848

$866M25.6M0.13%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$728M21.6M0.03%Q1 2026 05

COHEN & STEERS, INC.

CIK 0001284812

$701M20.8M1.22%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$691M20.5M0.02%Q1 2026 07

FMR LLC

CIK 0000315066

$463M13.7M0.02%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$463M13.7M0.05%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$295M8.8M0.02%Q1 2026 10

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CIK 0001725296

$283M8.4M2.92%Q1 2026 11

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$219M6.5M0.04%Q1 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$192M5.7M0.01%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$169M5.0M0.03%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$164M4.9M0.03%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$154M4.6M0.02%Q1 2026 16

Daiwa Securities Group Inc.

CIK 0001481045

$150M4.5M0.43%Q1 2026 17

RUSH ISLAND MANAGEMENT, LP

CIK 0001736465

$131M3.6M8.17%Q4 2025 18

MORGAN STANLEY

CIK 0000895421

$120M3.5M0.01%Q1 2026 19

PGGM Investments

CIK 0001472190

$117M3.5M2.05%Q1 2026 20

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$99M2.9M0.02%Q1 2026

Page 1 of 28

526 more holders available. Log in →