Dark
Light
System
Security
UDR INC
UDR INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 364 Institutional holders with a total value of $10,279,387,464.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VERSANT CAPITAL MANAGEMENT, INC 5 0 0.00%
2 IHT WEALTH MANAGEMENT, LLC 100 1,000 0.00%
3 Parkside Financial Bank & Trust 31 1,000 0.00%
4 SRS CAPITAL ADVISORS, INC. 42 2,000 0.00% SH
5 FARMERS & MERCHANTS INVESTMENTS INC 52 2,000 0.00%
6 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 68 2,650 0.00%
7 ZIONS BANCORPORATION 80 3,000 0.00%
8 Cornerstone Advisors, Inc. 93 4,000 0.00%
9 QUADRANT CAPITAL GROUP LLC 244 4,000 0.00%
10 COCONUT GROVE BANK 120 5,000 0.00%
11 VALLEY NATIONAL ADVISERS INC 216 8,000 0.00%
12 Blume Capital Management, Inc. 216 8,000 0.00%
13 ROYAL FUND MANAGEMENT, LLC 248 9,000 0.00%
14 THOMPSON DAVIS & CO., INC. 234 9,000 0.00%
15 PARALLEL ADVISORS, LLC 225 9,000 0.00%
16 GLEN EAGLE ADVISORS, LLC 259 10,093 0.00%
17 PROFICIO CAPITAL PARTNERS LLC 287 11,000 0.00%
18 D.A. DAVIDSON & CO. 324 12,000 0.00%
19 MONETARY MANAGEMENT GROUP INC 333 13,000 0.00%
20 MEEDER ASSET MANAGEMENT INC 337 13,000 0.00%
21 BRONFMAN E.L. ROTHSCHILD, L.P. 333 13,000 0.00%
22 Glassman Wealth Services 340 13,000 0.00%
23 Gemmer Asset Management LLC 350 14,000 0.00%
24 Cypress Capital Management LLC (WY) 378 14,731 0.00%
25 FIFTH THIRD BANCORP 415 16,000 0.00%
26 IFP ADVISORS, INC 574 22,000 0.00%
27 Burt Wealth Advisors 568 22,000 0.00%
28 GUARDIAN LIFE INSURANCE CO OF AMERICA 599 23,000 0.00%
29 TRUIST FINANCIAL CORP 600 23,000 0.00%
30 GLENMEDE TRUST CO NA 683 24,000 0.00%
31 M&R CAPITAL MANAGEMENT INC 691 26,000 0.00%
32 SIMPLEX TRADING, LLC 717 27,000 0.00%
33 CUTLER GROUP LLC / CA 803 31,000 0.00%
34 Mercer Capital Advisers, Inc. 864 34,000 0.00%
35 HARVEST FUND MANAGEMENT CO., LTD 900 35,000 0.00%
36 Creative Planning 931 36,000 0.00%
37 Corbenic Partners LLC 1,080 42,000 0.00%
38 AGF INVESTMENTS LLC 1,140 45,000 0.00%
39 FIRST MANHATTAN CO. LLC. 1,169 45,000 0.00%
40 CITY HOLDING CO 1,200 47,000 0.00%
41 GENEOS WEALTH MANAGEMENT INC. 1,260 49,000 0.00%
42 ALPHA OMEGA WEALTH MANAGEMENT LLC 1,650 64,000 0.00%
43 Crosspoint Capital Strategies, LLC 1,701 66,000 0.00%
44 Tower Research Capital LLC (TRC) 1,882 74,000 0.00%
45 SUN LIFE FINANCIAL INC 1,964 77,000 0.00%
46 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,000 78,000 0.00%
47 NN INVESTMENT PARTNERS HOLDINGS N.V. 2,069 81,000 0.00%
48 Nelson Capital Management, LLC 2,235 87,000 0.00%
49 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 2,288 90,000 0.00%
50 DUNCKER STREETT & CO INC 2,480 97,000 0.00%
Page 1 of 8

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.