UDR, Inc.
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership15,173 shares
Latest Disclosed Value $ 512,543
Crossmark Global Holdings, Inc. reports 1.37% decrease in ownership of UDR / UDR, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 15,173 shares of UDR, Inc. (MX:UDR) valued at $512,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 15,383 shares of UDR, Inc.. This represents a change in shares of -1.37% 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)
2026-05-11 2026-03-31 13F UDR COM 902653104 15,173 -210 -1.37 513 -9.22 0.0075
2026-02-03 2025-12-31 13F UDR COM 902653104 15,383 -41 -0.27 564 -1.74 0.0080
2025-11-12 2025-09-30 13F UDR COM 902653104 15,424 -63 -0.41 575 -9.18 0.0086
2025-08-08 2025-06-30 13F UDR COM 902653104 15,487 -472 -2.96 632 -12.22 0.0102
2025-04-30 2025-03-31 13F UDR COM 902653104 15,959 -288 -1.77 721 0.0127
2025-01-16 2024-12-31 13F UDR COM 902653104 16,247 -40 -0.25 1 0.0129
2024-11-04 2024-09-30 13F UDR COM 902653104 16,287 0 0.00 1 0.0132
2024-07-29 2024-06-30 13F UDR COM 902653104 16,287 27 0.17 1 0.0128
2024-05-13 2024-03-31 13F UDR COM 902653104 16,260 -20 -0.12 1 0.0117
2024-02-13 2023-12-31 13F UDR COM 902653104 16,280 35 0.22 1 0.0129
2023-11-08 2023-09-30 13F UDR COM 902653104 16,245 54 0.33 1 0.0133
2023-07-31 2023-06-30 13F UDR COM 902653104 16,191 161 1.00 1 0.0140
2023-05-12 2023-03-31 13F UDR COM 902653104 16,030 76 0.48 1 0.0155
2023-01-19 2022-12-31 13F UDR COM 902653104 15,954 -429 -2.62 1 -100.00 0.0154
2022-11-01 2022-09-30 13F UDR COM 902653104 16,383 137 0.84 683 -8.69 0.0190
2022-07-29 2022-06-30 13F UDR COM 902653104 16,246 480 3.04 748 -17.26 0.0194
2022-05-11 2022-03-31 13F UDR COM 902653104 15,766 420 2.74 904 -1.85 0.0202
2022-01-10 2021-12-31 13F UDR COM 902653104 15,346 0 0.00 921 13.28 0.0200
2021-10-21 2021-09-30 13F/A-1 UDR COM 902653104 15,346 240 1.59 813 9.86 0.0190
2021-10-13 2021-09-30 13F UDR COM 902653104 8,661 -6,445 215 0.0246
2021-07-21 2021-06-30 13F UDR COM 902653104 15,106 550 3.78 740 15.99 0.0174
2021-04-15 2021-03-31 13F UDR COM 902653104 14,556 160 1.11 638 15.37 0.0158
2021-01-14 2020-12-31 13F UDR COM 902653104 14,396 -30 -0.21 553 17.66 0.0140
2020-10-08 2020-09-30 13F UDR COM 902653104 14,426 -210 -1.43 470 -14.08 0.0132
2020-08-14 2020-06-30 13F UDR COM 902653104 14,636 -213 -1.43 547 0.74 0.0160
2020-04-28 2020-03-31 13F UDR COM 902653104 14,849 568 3.98 543 -18.59 0.0194
2020-02-06 2019-12-31 13F UDR COM 902653104 14,281 40 0.28 667 -3.33 0.0183
2019-10-09 2019-09-30 13F UDR COM 902653104 14,241 -852 -5.65 690 1.77 0.0201
2019-07-09 2019-06-30 13F UDR COM 902653104 15,093 -2,673 -15.05 678 -16.09 0.0190
2019-05-02 2019-03-31 13F UDR COM 902653104 17,766 340 1.95 808 17.10 0.0229
2019-01-31 2018-12-31 13F UDR COM 902653104 17,426 -3,109 -15.14 690 -16.87 0.0214
2018-11-08 2018-09-30 13F/A-1 UDR COM 902653104 20,535 382 1.90 830 9.64 0.0211
2018-11-06 2018-09-30 13F UDR COM 902653104 20,153 0 757
2018-07-31 2018-06-30 13F UDR COM 902653104 20,153 -1,170 -5.49 757 -0.39 0.0203
2018-04-16 2018-03-31 13F UDR COM 902653104 21,323 -1,953 -8.39 760 -15.27 0.0196
2018-02-05 2017-12-31 13F UDR COM 902653104 23,276 -15,702 -40.28 897 -39.47 0.0216
2017-10-27 2017-09-30 13F UDR COM 902653104 38,978 0 0.00 1,482 0.00 0.0382
2017-10-25 2016-09-30 13F UDR COM 902653104 38,978 38,978 1,482 0.0382
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.