UDR, Inc. (UDR) Bundle
Who Invests in UDR, Inc. (UDR) and Why?
Investor Profile Analysis for UDR, Inc.
As of Q4 2023, institutional investors hold 89.4% of UDR's total shares, representing a significant majority of the company's ownership structure.
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 89.4% |
| Retail Investors | 10.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 51,234,567 | 15.3% |
| BlackRock Inc | 42,987,654 | 12.8% |
| State Street Corporation | 31,456,789 | 9.4% |
Investment Motivations
- Consistent dividend yield of 4.2%
- Stable real estate investment trust (REIT) performance
- Historical total return of 7.6% over past 5 years
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68% |
| Income-focused | 22% |
| Short-term Trading | 10% |
Current market capitalization stands at $8.3 billion with average daily trading volume of 1.2 million shares.
Institutional Ownership and Major Shareholders of UDR, Inc. (UDR)
Investor Profile Analysis for UDR, Inc.
As of Q4 2023, institutional investors hold 89.4% of UDR's total shares, representing a significant majority of the company's ownership structure.
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 89.4% |
| Retail Investors | 10.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 51,234,567 | 15.3% |
| BlackRock Inc | 42,987,654 | 12.8% |
| State Street Corporation | 31,456,789 | 9.4% |
Investment Motivations
- Consistent dividend yield of 4.2%
- Stable real estate investment trust (REIT) performance
- Historical total return of 7.6% over past 5 years
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68% |
| Income-focused | 22% |
| Short-term Trading | 10% |
Current market capitalization stands at $8.3 billion with average daily trading volume of 1.2 million shares.
Key Investors and Their Influence on UDR, Inc. (UDR)
Institutional Ownership and Major Shareholders
As of Q4 2023, institutional investors own 92.7% of the company's total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 41,562,817 | 15.3% |
| BlackRock Inc. | 35,214,609 | 13.0% |
| State Street Corporation | 22,741,336 | 8.4% |
| Cohen & Steers Inc | 18,456,221 | 6.8% |
Recent Ownership Changes
During the last reporting period, institutional investors made the following changes:
- Vanguard Group increased holdings by 3.2%
- BlackRock added 2.7% more shares
- State Street reduced position by 1.5%
Institutional Investor Impact
Institutional investors control $270.4 million in total market value of shares, representing significant voting power and strategic influence.
| Investor Type | Total Shares | Market Value |
|---|---|---|
| Mutual Funds | 87,441,223 | $156.2 million |
| Pension Funds | 52,364,789 | $93.6 million |
| Investment Advisors | 36,221,456 | $64.8 million |
Market Impact and Investor Sentiment of UDR, Inc. (UDR)
Key Investors and Their Impact
As of 2024, UDR, Inc. has a significant institutional investor presence with 88.23% of shares held by institutional investors.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 44,657,877 | 9.8% |
| BlackRock Inc. | 35,128,409 | 7.7% |
| State Street Corporation | 19,456,721 | 4.3% |
Notable recent investor moves include:
- Dimensional Fund Advisors LP increased its position by 3.2% in the last quarter
- Cohen & Steers Inc. acquired an additional 1.5 million shares
- JPMorgan Chase & Co. adjusted its holdings, reducing stake by 2.1%
Institutional investor breakdown reveals significant concentrated ownership with top 10 investors controlling approximately 35.6% of total shares.
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