As of the latest SEC filings, UDR, Inc. (UDR) is held by 550 institutional funds. The largest fund shareholder is American Mutual Fund (CMLAX), holding an estimated $506,404,768.26 in market value, representing 0.44% of its portfolio.
Funds holding UDR, Inc. (UDR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UDR
- CIK:
- 0000074208
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.44% | $506,404,768.26 | 13,935,189 | Apr 30, 2026 | Jun 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.61% | $423,587,507.22 | 11,656,233 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $351,626,728.26 | 10,409,317 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.02% | $258,122,134.38 | 7,641,271 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $255,929,069.22 | 7,576,349 | Mar 31, 2026 | May 28, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.11% | $182,314,071.78 | 5,397,101 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $170,097,619.18 | 4,680,727 | Apr 30, 2026 | Jun 29, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.02% | $143,523,412.50 | 3,827,291 | Feb 28, 2026 | Apr 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.37% | $143,201,459.64 | 4,239,238 | Mar 31, 2026 | May 28, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.57% | $137,136,367.02 | 3,773,703 | Apr 30, 2026 | Jun 26, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.02% | $130,618,544.76 | 3,866,742 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.02% | $119,734,932.78 | 3,544,551 | Mar 31, 2026 | May 28, 2026 |
|
CREFX
Cohen & Steers Real Estate Securities Fund
|
MF | Cohen & Steers | 1.37% | $118,532,635.02 | 3,508,959 | Mar 31, 2026 | May 29, 2026 |
|
FRESX
Fidelity Real Estate Investment Portfolio
|
MF | Fidelity | 3.21% | $105,152,515.50 | 2,893,575 | Apr 30, 2026 | Jun 26, 2026 |
|
CSRIX
Cohen & Steers Institutional Realty Shares
|
MF | Cohen & Steers | 1.22% | $99,832,162.14 | 2,955,363 | Mar 31, 2026 | May 29, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.06% | $95,507,850.00 | 2,546,876 | Feb 28, 2026 | Apr 27, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.07% | $90,360,245.82 | 2,486,523 | Apr 30, 2026 | Jun 26, 2026 |
|
CSJCX
Cohen & Steers Realty Shares
|
MF | Cohen & Steers | 1.23% | $89,432,279.76 | 2,647,492 | Mar 31, 2026 | May 29, 2026 |
|
FSRJX
Fidelity SAI Real Estate Fund
|
MF | Fidelity | 3.22% | $87,553,634.94 | 2,409,291 | Apr 30, 2026 | Jun 26, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.15% | $83,996,604.84 | 2,486,578 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.80% | $78,018,450.00 | 2,080,492 | Feb 28, 2026 | Apr 24, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.10% | $77,596,612.26 | 2,297,117 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.71% | $75,101,225.18 | 2,066,627 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 0.83% | $68,618,737.50 | 1,829,833 | Feb 28, 2026 | Apr 28, 2026 |
|
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
|
ETF | Invesco | 1.85% | $63,648,375.00 | 1,697,290 | Feb 28, 2026 | Apr 28, 2026 |
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