Invesco Ltd. ownership in 0LHS / UDR, Inc.

UDR, Inc.

GB ˙ LSE ˙ US9026531049

US$ 39,34 ↑0.84 (2.19%)

2026-06-05
PREÇO DA AÇÃO

Security	GB:0LHS / UDR, Inc.
Institution	Invesco Ltd.
Latest Disclosed Ownership	12,501,551 shares
Ownership	4.90%

2015-01-29 - Invesco Ltd. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 12,501,551 shares of UDR, Inc. (GB:0LHS). This represents 4.9 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Latest Shares	Ownership (Percent)
2015-01-29	2015-01-29	13G/A	12,501,551	4.90
2014-02-05	2014-02-05	13G/A	14,882,174	5.90
2013-02-13	2013-02-13	13G	16,404,709	6.60

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	UDR	COM	902653104	13,700,870	3,424,869	33.33	462,815	22.79	0.0088
2026-02-19	2025-12-31	13F	UDR	COM	902653104	10,276,001	-40,112	-0.39	376,924	-1.94	0.0578
2025-11-13	2025-09-30	13F	UDR	COM	902653104	10,316,113	509,196	5.19	384,378	-4.01	0.0606
2025-08-13	2025-06-30	13F	UDR	COM	902653104	9,806,917	651,686	7.12	400,416	-3.17	0.0681
2025-05-12	2025-03-31	13F	UDR	COM	902653104	9,155,231	1,619,997	21.50	413,542	26.42	0.0783
2025-02-13	2024-12-31	13F	UDR	COM	902653104	7,535,234	3,609,925	91.97	327,104	83.79	0.0605
2024-11-12	2024-09-30	13F	UDR	COM	902653104	3,925,309	-1,591,841	-28.85	177,974	-21.61	0.0344
2024-08-13	2024-06-30	13F	UDR	COM	902653104	5,517,150	-10,179,273	-64.85	227,031	-61.34	0.0480
2024-05-14	2024-03-31	13F	UDR	COM	902653104	15,696,423	3,924,298	33.34	587,203	30.27	0.1261
2024-02-13	2023-12-31	13F	UDR	COM	902653104	11,772,125	2,954,750	33.51	450,755	43.32	0.1073
2023-11-13	2023-09-30	13F	UDR	COM	902653104	8,817,375	-2,571,281	-22.58	314,516	-35.72	0.0847
2023-08-11	2023-06-30	13F	UDR	COM	902653104	11,388,656	-1,441,895	-11.24	489,257	-7.13	0.1283
2023-05-12	2023-03-31	13F	UDR	COM	902653104	12,830,551	2,559,459	24.92	526,822	32.43	0.1470
2023-02-13	2022-12-31	13F	UDR	COM	902653104	10,271,092	-2,221,919	-17.79	397,799	-23.66	0.1165
2022-11-14	2022-09-30	13F	UDR	COM	902653104	12,493,011	-159,648	-1.26	521,083	-10.55	0.1677
2022-08-15	2022-06-30	13F	UDR	COM	902653104	12,652,659	598,162	4.96	582,528	-15.77	0.1765
2022-05-16	2022-03-31	13F	UDR	COM	902653104	12,054,497	-22,999	-0.19	691,569	-4.55	0.1764
2022-02-14	2021-12-31	13F	UDR	COM	902653104	12,077,496	-348,813	-2.81	724,530	10.05	0.1747
2021-11-15	2021-09-30	13F	UDR	COM	902653104	12,426,309	-339,813	-2.66	658,346	5.29	0.1668
2021-08-17	2021-06-30	13F	UDR	COM	902653104	12,766,122	-727,890	-5.39	625,285	5.65	0.1538
2021-05-17	2021-03-31	13F	UDR	COM	902653104	13,494,012	-306,521	-2.22	591,846	11.59	0.1579
2021-02-16	2020-12-31	13F	UDR	COM	902653104	13,800,533	4,967,885	56.24	530,355	84.13	0.1544
2020-11-16	2020-09-30	13F	UDR	COM	902653104	8,832,648	-2,555,338	-22.44	288,032	-32.34	0.0974
2020-08-14	2020-06-30	13F	UDR	COM	902653104	11,387,986	-2,160,442	-15.95	425,683	-14.01	0.1522
2020-05-15	2020-03-31	13F	UDR	COM	902653104	13,548,428	3,979,726	41.59	495,061	10.79	0.2084
2020-02-14	2019-12-31	13F	UDR	COM	902653104	9,568,702	5,768,848	151.82	446,860	142.57	0.1387
2019-11-14	2019-09-30	13F	UDR	COM	902653104	3,799,854	-5,924	-0.16	184,217	7.83	0.0482
2019-08-14	2019-06-30	13F/A-1	UDR	COM	902653104	3,805,778	433,388	12.85	170,841	11.44	0.0440
2019-08-14	2019-06-30	13F	UDR	COM	902653104	3,805,778	-3,024,964		170,841
2019-05-15	2019-03-31	13F	UDR	COM	902653104	3,372,390	98,950	3.02	153,309	18.21	0.0517
2019-02-14	2018-12-31	13F	UDR	COM	902653104	3,273,440	-186,323	-5.39	129,693	-7.28	0.0496
2018-11-14	2018-09-30	13F	UDR	COM	902653104	3,459,763	55,193	1.62	139,878	9.44	0.0440
2018-08-14	2018-06-30	13F	UDR	COM	902653104	3,404,570	630,574	22.73	127,807	29.35	0.0423
2018-05-15	2018-03-31	13F	UDR	COM	902653104	2,773,996	187,962	7.27	98,809	-0.81	0.0369
2018-02-14	2017-12-31	13F	UDR	COM	902653104	2,586,034	1,438,843	125.42	99,616	128.33	0.0359
2017-11-14	2017-09-30	13F	UDR	COM	902653104	1,147,191	-458,655	-28.56	43,629	-30.28	0.0161
2017-08-14	2017-06-30	13F	UDR	COM	902653104	1,605,846	-559,693	-25.85	62,580	-20.30	0.0195
2017-05-15	2017-03-31	13F	UDR	COM	902653104	2,165,539	21,715	1.01	78,522	0.40	0.0258
2017-02-14	2016-12-31	13F	UDR	COM	902653104	2,143,824	-293,149	-12.03	78,206	-10.83	0.0263
2016-11-14	2016-09-30	13F	UDR	COM	902653104	2,436,973	-187,818	-7.16	87,707	-9.49	0.0301
2016-08-15	2016-06-30	13F	UDR	COM	902653104	2,624,791	-114,943	-4.20	96,908	-8.20	0.0356
2016-05-16	2016-03-31	13F	UDR	COM	902653104	2,739,734	-350,804	-11.35	105,562	-9.09	0.0429
2016-02-16	2015-12-31	13F	UDR	COM	902653104	3,090,538	-2,350,657	-43.20	116,111	-38.11	0.0463
2015-11-16	2015-09-30	13F	UDR	COM	902653104	5,441,195	-1,592,956	-22.65	187,614	-16.73	0.0796
2015-08-14	2015-06-30	13F	UDR	COMMON	902653104	7,034,151	-5,604,676	-44.34	225,302	-47.62	0.0884
2015-05-15	2015-03-31	13F	UDR	COMMON	902653104	12,638,827	-395,411	-3.03	430,100	7.07	0.1664
2015-02-13	2014-12-31	13F	UDR	COMMON	902653104	13,034,238	-1,104,699	-7.81	401,714	4.26	0.1552
2014-11-14	2014-09-30	13F	UDR	COMMON	902653104	14,138,937	252,347	1.82	385,286	-3.09	0.1538
2014-08-14	2014-06-30	13F	UDR	COMMON	902653104	13,886,590	-826,008	-5.61	397,575	4.62	0.1564
2014-05-15	2014-03-31	13F	UDR	COMMON	902653104	14,712,598	-169,576	-1.14	380,028	9.36	0.1542
2014-02-13	2013-12-31	13F	UDR	COMMON	902653104	14,882,174	-563,290	-3.65	347,499	-5.07	0.1380
2013-11-13	2013-09-30	13F	UDR	COMMON	902653104	15,445,464	62,947	0.41	366,056	-6.64	0.1591
2013-08-14	2013-06-30	13F	UDR	COMMON	902653104	15,382,517	15,382,517		392,100		0.1828

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.