(주)유디알
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,041,025 shares
Latest Disclosed Value $ 35,165,829
First Trust Advisors Lp reports 1.11% increase in ownership of UDR / UDR, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,041,025 shares of UDR, Inc. (MX:UDR) valued at $35,165,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,029,621 shares of UDR, Inc.. This represents a change in shares of 1.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F UDR COM 902653104 1,041,025 11,404 1.11 35,166 -6.89 0.0251
2026-02-13 2025-12-31 13F UDR COM 902653104 1,029,621 984,602 2,187.08 37,767 2,152.00 0.0274
2025-11-12 2025-09-30 13F UDR COM 902653104 45,019 -71,156 -61.25 1,677 -64.64 0.0012
2025-08-13 2025-06-30 13F UDR COM 902653104 116,175 66,338 133.11 4,743 110.71 0.0038
2025-05-14 2025-03-31 13F UDR COM 902653104 49,837 -38,717 -43.72 2,251 -41.44 0.0020
2025-02-13 2024-12-31 13F UDR COM 902653104 88,554 -28,033 -24.04 3,844 -27.28 0.0034
2024-11-13 2024-09-30 13F UDR COM 902653104 116,587 83,130 248.47 5,286 284.16 0.0050
2024-08-13 2024-06-30 13F UDR COM 902653104 33,457 -1,077 -3.12 1,377 6.58 0.0014
2024-05-13 2024-03-31 13F UDR COM 902653104 34,534 -559 -1.59 1,292 -3.87 0.0013
2024-02-13 2023-12-31 13F UDR COM 902653104 35,093 -73,536 -67.69 1,344 -65.33 0.0015
2023-11-13 2023-09-30 13F UDR COM 902653104 108,629 71,160 189.92 3,875 140.77 0.0046
2023-08-14 2023-06-30 13F UDR COM 902653104 37,469 -3,205 -7.88 1,610 -3.65 0.0018
2023-05-15 2023-03-31 13F UDR COM 902653104 40,674 -2,336 -5.43 1,670 0.30 0.0019
2023-02-09 2022-12-31 13F UDR COM 902653104 43,010 -8,895 -17.14 1,666 -23.09 0.0020
2022-11-14 2022-09-30 13F UDR COM 902653104 51,905 -95,980 -64.90 2,165 -68.20 0.0028
2022-08-12 2022-06-30 13F UDR COM 902653104 147,885 85,888 138.54 6,809 91.43 0.0084
2022-05-13 2022-03-31 13F UDR COM 902653104 61,997 2,351 3.94 3,557 -0.59 0.0036
2022-02-08 2021-12-31 13F UDR COM 902653104 59,646 6,491 12.21 3,578 27.06 0.0035
2021-11-15 2021-09-30 13F UDR COM 902653104 53,155 -232 -0.43 2,816 7.69 0.0030
2021-10-12 2021-06-30 13F/A-1 UDR COM 902653104 53,387 810 1.54 2,615 13.40 0.0028
2021-08-16 2021-06-30 13F UDR COM 902653104 53,387 810 2,615 0.0027
2021-05-14 2021-03-31 13F UDR COM 902653104 52,577 17,842 51.37 2,306 72.73 0.0028
2021-02-02 2020-12-31 13F UDR COM 902653104 34,735 -24,738 -41.60 1,335 -31.15 0.0018
2020-11-05 2020-09-30 13F UDR COM 902653104 59,473 14,462 32.13 1,939 15.21 0.0031
2020-07-22 2020-06-30 13F UDR COM 902653104 45,011 -92,026 -67.15 1,683 -66.39 0.0029
2020-05-06 2020-03-31 13F UDR COM 902653104 137,037 -188,422 -57.89 5,007 -67.06 0.0113
2020-02-03 2019-12-31 13F UDR COM 902653104 325,459 126,724 63.77 15,199 57.75 0.0260
2019-11-04 2019-09-30 13F UDR COM 902653104 198,735 -9,796 -4.70 9,635 2.93 0.0181
2019-07-30 2019-06-30 13F UDR COM 902653104 208,531 -28,882 -12.17 9,361 -13.27 0.0176
2019-06-19 2019-03-31 13F/A-1 UDR COM 902653104 237,413 111,901 89.16 10,793 117.03 0.0215
2019-05-09 2019-03-31 13F UDR COM 902653104 237,413 111,901 10,793
2019-02-07 2018-12-31 13F UDR COM 902653104 125,512 19,618 18.53 4,973 16.16 0.0118
2018-10-25 2018-09-30 13F UDR COM 902653104 105,894 19,260 22.23 4,281 31.64 0.0080
2018-08-02 2018-06-30 13F UDR COM 902653104 86,634 29,837 52.53 3,252 60.75 0.0067
2018-04-23 2018-03-31 13F UDR COM 902653104 56,797 -44,958 -44.18 2,023 -48.39 0.0046
2018-02-08 2017-12-31 13F UDR COM 902653104 101,755 19,869 24.26 3,920 25.88 0.0093
2017-10-24 2017-09-30 13F UDR COM 902653104 81,886 2,260 2.84 3,114 0.35 0.0080
2017-08-02 2017-06-30 13F UDR COM 902653104 79,626 -38,849 -32.79 3,103 -27.77 0.0083
2017-05-02 2017-03-31 13F UDR COM 902653104 118,475 24,539 26.12 4,296 25.36 0.0119
2017-02-06 2016-12-31 13F UDR COM 902653104 93,936 -44,090 -31.94 3,427 -31.02 0.0102
2016-11-01 2016-09-30 13F UDR COM 902653104 138,026 -116,380 -45.75 4,968 -47.11 0.0148
2016-08-04 2016-06-30 13F UDR COM 902653104 254,406 44,469 21.18 9,393 16.12 0.0296
2016-05-10 2016-03-31 13F UDR COM 902653104 209,937 -44,768 -17.58 8,089 -15.47 0.0260
2016-05-04 2015-12-31 13F/A-1 UDR COM 902653104 254,705 112,095 78.60 9,569 94.61 0.0248
2016-02-03 2015-12-31 13F UDR COM 902653104 254,705 9,569
2015-11-05 2015-09-30 13F UDR COM 902653104 142,610 -48,211 -25.27 4,917 -19.55 0.0142
2015-08-04 2015-06-30 13F UDR COM 902653104 190,821 -23,138 -10.81 6,112 -16.06 0.0159
2015-05-04 2015-03-31 13F UDR COM 902653104 213,959 20,019 10.32 7,281 21.82 0.0214
2015-02-13 2014-12-31 13F UDR COM 902653104 193,940 37,162 23.70 5,977 39.91 0.0202
2014-11-12 2014-09-30 13F UDR COM 902653104 156,778 52,068 49.73 4,272 42.49 0.0168
2014-08-11 2014-06-30 13F UDR COM 902653104 104,710 16,047 18.10 2,998 30.92 0.0125
2014-05-12 2014-03-31 13F UDR COM 902653104 88,663 -7,432 -7.73 2,290 2.05 0.0101
2014-08-08 2013-12-31 13F/A-1 UDR COM 902653104 96,095 -4,594 -4.56 2,244 -5.95 0.0109
2014-02-13 2013-12-31 13F UDR COM 902653104 96,095 2,244
2013-11-12 2013-09-30 13F UDR COM 902653104 100,689 -86,680 -46.26 2,386 -50.04 0.0129
2013-08-12 2013-06-30 13F UDR COM 902653104 187,369 187,369 4,776 0.0311
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.