Signals

← Signals

☆UDR

677 in-universe funds with a nonzero position in UDR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1074
Score / z0.068 / 0.06
Consensus161.76 over 290 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-09 8-K 7.01, 9.01
2026-07-27 8-K 2.02, 9.01
2026-05-29 8-K 7.01, 9.01
2026-05-27 8-K 5.07
2026-05-04 8-K 8.01, 9.01
2026-04-29 8-K 2.02, 7.01, 9.01
2026-02-27 8-K 7.01, 9.01
2026-02-20 8-K 8.01, 9.01
2026-02-09 8-K 2.02, 9.01
2026-01-05 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-20 424B5 UDR, Inc.
2026-02-20 424B5 UDR, Inc.
2024-08-12 424B5 UDR, Inc.
2024-07-31 S-3 UDR, Inc.
2023-02-14 424B5 UDR, Inc.
2023-02-14 424B5 UDR, Inc.
2022-04-27 S-3 UDR, Inc.
2022-03-29 424B5 UDR, Inc.
2021-09-15 424B5 UDR, Inc.
2021-07-29 424B5 UDR, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,247.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,175.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,020.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,018.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 810.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 773.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 562.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 553.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 368.1 3.1% 5 +0.2 pp -0.3 pp -0.2 pp -0.6 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 346.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 219.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 217.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 206.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 191.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 182.9 2.5% 5 +1.3 pp +0.0 pp +0.2 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 159.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 145.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 132.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 113.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 106.4 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 99.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 94.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 89.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 87.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 78.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 77.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 67.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 57.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 56.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 54.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 53.3 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 48.5 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 48.0 0.1% 5 -0.1 pp -0.1 pp +0.1 pp -0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 47.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 47.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 47.1 0.2% 5 +0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 46.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 45.7 1.6% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 40.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 36.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 35.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 33.6 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 32.1 2.1% 4 +0.1 pp +1.6 pp +2.1 pp +2.1 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 30.1 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Hazelview Securities Inc. CIK 0001705265 0.333 83 28.5 4.0% 2 +1.9 pp +4.0 pp +4.0 pp +4.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 28.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 27.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 27.2 1.7% 5 +0.6 pp +0.7 pp +0.6 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 26.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 25.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 24.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 23.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 23.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SNOWWATER INVESTMENT PARTNERS, LLC CIK 0002075393 0.167 98 20.9 14.5% 2 +14.1 pp +14.5 pp +14.5 pp +14.5 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 19.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 18.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 17.6 0.5% 4 +0.0 pp -0.4 pp +0.1 pp +0.5 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 16.0 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 14.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 13.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 12.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 9.3 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.9 0.2% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 8.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sophron Capital Management L.P. CIK 0002027142 0.113 43 8.5 2.6% 5 -1.2 pp -1.5 pp -0.7 pp +1.9 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 7.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 7.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK INVESTMENT PARTNERS, L.P. CIK 0002023551 0.025 21 7.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vert Asset Management LLC CIK 0001904664 0.684 44 6.4 1.7% 5 +0.1 pp -0.1 pp -0.0 pp -0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 6.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 5.0 0.3% 5 -0.1 pp -0.3 pp -0.2 pp -0.7 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 4.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 4.4 2.1% 3 -1.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HGI Capital Management, LLC CIK 0001595907 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.9 pp
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☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 0.0 0.0% 0 -1.1 pp -1.2 pp -1.1 pp -1.0 pp
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☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
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☆Masterton Capital Management, LP CIK 0001817145 0.027 24 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UDR). Qtrs Held counts distinct quarters this fund has actually held UDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UDR position size. Δ columns are the percentage-point change in UDR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status