(주)유디알
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership142,619 shares
Latest Disclosed Value $ 4,817,662
LPL Financial LLC reports 0.20% decrease in ownership of UDR / UDR, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 142,619 shares of UDR, Inc. (MX:UDR) valued at $4,817,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 142,901 shares of UDR, Inc.. This represents a change in shares of -0.20% 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)
2026-05-06 2026-03-31 13F UDR COM 902653104 142,619 -282 -0.20 4,818 -8.09 0.0013
2026-02-11 2025-12-31 13F UDR COM 902653104 142,901 11,134 8.45 5,242 6.76 0.0014
2025-11-12 2025-09-30 13F UDR COM 902653104 131,767 8,931 7.27 4,910 -2.11 0.0014
2025-08-12 2025-06-30 13F UDR COM 902653104 122,836 8,690 7.61 5,015 -2.72 0.0017
2025-05-07 2025-03-31 13F UDR COM 902653104 114,146 3,525 3.19 5,156 7.35 0.0020
2025-02-11 2024-12-31 13F UDR COM 902653104 110,621 8,931 8.78 4,802 4.16 0.0020
2024-11-08 2024-09-30 13F UDR COM 902653104 101,690 2,166 2.18 4,611 12.58 0.0021
2024-08-07 2024-06-30 13F UDR COM 902653104 99,524 4,269 4.48 4,095 14.93 0.0020
2024-05-10 2024-03-31 13F UDR COM 902653104 95,255 3,591 3.92 3,563 1.54 0.0019
2024-02-14 2023-12-31 13F UDR COM 902653104 91,664 -19,778 -17.75 3,510 -11.72 0.0021
2023-11-13 2023-09-30 13F UDR COM 902653104 111,442 1,102 1.00 3,975 -16.14 0.0028
2023-07-31 2023-06-30 13F UDR COM 902653104 110,340 6,191 5.94 4,740 10.85 0.0034
2023-05-10 2023-03-31 13F UDR COM 902653104 104,149 2,265 2.22 4,276 8.39 0.0033
2023-02-07 2022-12-31 13F UDR COM 902653104 101,884 6,398 6.70 3,946 -0.95 0.0034
2022-11-14 2022-09-30 13F UDR COM 902653104 95,486 7,473 8.49 3,983 -1.70 0.0038
2022-08-12 2022-06-30 13F UDR COM 902653104 88,013 7,149 8.84 4,052 -12.65 0.0038
2022-05-16 2022-03-31 13F UDR COM 902653104 80,864 6,464 8.69 4,639 3.94 0.0040
2022-02-14 2021-12-31 13F UDR COM 902653104 74,400 5,995 8.76 4,463 23.15 0.0037
2021-11-15 2021-09-30 13F UDR COM 902653104 68,405 7,848 12.96 3,624 22.18 0.0034
2021-08-13 2021-06-30 13F UDR COM 902653104 60,557 10,341 20.59 2,966 34.70 0.0030
2021-05-14 2021-03-31 13F UDR COM 902653104 50,216 12,588 33.45 2,202 52.28 0.0025
2021-02-12 2020-12-31 13F UDR COM 902653104 37,628 627 1.69 1,446 19.80 0.0019
2020-11-09 2020-09-30 13F UDR COM 902653104 37,001 1,746 4.95 1,207 -8.42 0.0019
2020-08-13 2020-06-30 13F UDR COM 902653104 35,255 12,762 56.74 1,318 60.34 0.0023
2020-05-14 2020-03-31 13F UDR COM 902653104 22,493 2,614 13.15 822 -11.42 0.0018
2020-02-14 2019-12-31 13F UDR COM 902653104 19,879 3,203 19.21 928 14.85 0.0017
2019-11-13 2019-09-30 13F UDR COM 902653104 16,676 2,248 15.58 808 24.69 0.0016
2019-08-09 2019-06-30 13F UDR COM 902653104 14,428 3,361 30.37 648 28.83 0.0014
2019-05-08 2019-03-31 13F UDR COM 902653104 11,067 482 4.55 503 20.05 0.0011
2019-02-07 2018-12-31 13F UDR COM 902653104 10,585 326 3.18 419 0.96 0.0011
2018-11-14 2018-09-30 13F UDR COM 902653104 10,259 1,266 14.08 415 22.78 0.0010
2018-08-14 2018-06-30 13F UDR COM 902653104 8,993 -231 -2.50 338 2.74 0.0009
2018-05-15 2018-03-31 13F UDR COM 902653104 9,224 1,097 13.50 329 5.11 0.0009
2018-02-14 2017-12-31 13F UDR COM 902653104 8,127 52 0.64 313 1.95 0.0010
2017-11-14 2017-09-30 13F UDR COM 902653104 8,075 -250 -3.00 307 -5.25 0.0011
2017-08-14 2017-06-30 13F UDR COM 902653104 8,325 -121 -1.43 324 6.58 0.0012
2017-05-15 2017-03-31 13F UDR COM 902653104 8,446 -546 -6.07 304 -5.88 0.0021
2017-02-13 2016-12-31 13F UDR COM 902653104 8,992 14 0.16 323 3.53 0.0025
2016-11-16 2016-09-30 13F UDR COM 902653104 8,978 -738 -7.60 312 -13.81 0.0030
2016-08-15 2016-06-30 13F UDR COM 902653104 9,716 -9,195 -48.62 362 -49.86 0.0031
2016-05-16 2016-03-31 13F UDR COM 902653104 18,911 2,235 13.40 722 15.71 0.0020
2016-02-12 2015-12-31 13F UDR COM 902653104 16,676 8,368 100.72 624 112.97 0.0017
2015-11-13 2015-09-30 13F UDR COM 902653104 8,308 1,228 17.34 293 25.75 0.0016
2015-08-14 2015-06-30 13F UDR COM 902653104 7,080 -3,190 -31.06 233 -32.66 0.0012
2015-05-14 2015-03-31 13F UDR COM 902653104 10,270 3,189 45.04 346 58.72 0.0018
2015-02-13 2014-12-31 13F UDR COM 902653104 7,081 -863 -10.86 218 0.46 0.0012
2014-11-10 2014-09-30 13F UDR COM 902653104 7,944 523 7.05 217 2.36 0.0013
2014-08-05 2014-06-30 13F/A-1 UDR COM 902653104 7,421 -3,741 -33.52 212 -26.39 0.0012
2014-08-05 2014-06-30 13F UDR COM 902653104 7,421 1,693
2014-05-12 2014-03-31 13F UDR COM 902653104 11,162 -547 -4.67 288 5.49 0.0018
2014-02-13 2013-12-31 13F UDR COM 902653104 11,709 -1,863 -13.73 273 -16.26 0.0017
2013-11-04 2013-09-30 13F UDR COM 902653104 13,572 -534 -3.79 326 -9.44 0.0022
2013-08-15 2013-06-30 13F UDR COM 902653104 14,106 14,106 360 0.0026
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.