UDR, Inc.
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership36,872 shares
Latest Disclosed Value $ 1,245,536
Mackenzie Financial Corp reports 205.33% increase in ownership of UDR / UDR, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 36,872 shares of UDR, Inc. (MX:UDR) valued at $1,245,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 12,076 shares of UDR, Inc.. This represents a change in shares of 205.33% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F UDR COM 902653104 36,872 24,796 205.33 1,246 179.78 0.0015
2026-02-18 2025-12-31 13F UDR COM 902653104 12,076 360 3.07 446 2.06 0.0005
2025-11-13 2025-09-30 13F UDR COM 902653104 11,716 -94 -0.80 437 -9.54 0.0005
2025-08-13 2025-06-30 13F UDR COM 902653104 11,810 -1,736 -12.82 482 -21.11 0.0006
2025-05-07 2025-03-31 13F UDR COM 902653104 13,546 -59 -0.43 612 3.56 0.0009
2025-05-02 2024-12-31 13F/A-2 UDR COM 902653104 13,605 2,331 20.68 591 15.46 0.0008
2025-02-20 2024-12-31 13F/A-1 UDR COM 902653104 13,605 2,331 591 0.0008
2025-02-14 2024-12-31 13F UDR REIT 902653104 13,605 2,331 234 0.0003
2024-11-13 2024-09-30 13F UDR COM 902653104 11,274 -1,604 -12.46 511 -3.40 0.0007
2024-08-14 2024-06-30 13F UDR COM 902653104 12,878 -14,997 -53.80 530 -49.23 0.0008
2024-05-10 2024-03-31 13F UDR COM 902653104 27,875 960 3.57 1,043 1.17 0.0015
2024-01-30 2023-12-31 13F UDR COM 902653104 26,915 -3,471 -11.42 1,031 -2.55 0.0016
2023-10-25 2023-09-30 13F UDR COM 902653104 30,386 550 1.84 1,058 -18.82 0.0018
2023-08-03 2023-06-30 13F UDR COM 902653104 29,836 -705 -2.31 1,303 3.83 0.0020
2023-04-24 2023-03-31 13F UDR COM 902653104 30,541 2,750 9.90 1,254 16.54 0.0019
2023-02-14 2022-12-31 13F UDR COM 902653104 27,791 2,563 10.16 1,076 2.28 0.0018
2022-10-07 2022-09-30 13F UDR REIT 902653104 25,228 -649 -2.51 1,052 -11.67 0.0018
2022-08-10 2022-06-30 13F UDR COM 902653104 25,877 2,073 8.71 1,191 -12.81 0.0019
2022-05-13 2022-03-31 13F UDR COM 902653104 23,804 -22,318 -48.39 1,366 -50.63 0.0018
2022-02-14 2021-12-31 13F UDR COM 902653104 46,122 25,300 121.51 2,767 150.86 0.0037
2021-11-08 2021-09-30 13F UDR COM 902653104 20,822 5,269 33.88 1,103 44.75 0.0016
2021-08-11 2021-06-30 13F UDR COM 902653104 15,553 1,038 7.15 762 19.62 0.0011
2021-05-14 2021-03-31 13F UDR COM 902653104 14,515 -60,470 -80.64 637 -77.90 0.0010
2021-02-10 2020-12-31 13F UDR COM 902653104 74,985 3,000 4.17 2,882 22.80 0.0062
2020-11-13 2020-09-30 13F UDR COM 902653104 71,985 -2,648 -3.55 2,347 -15.88 0.0058
2020-08-13 2020-06-30 13F UDR COM 902653104 74,633 -29,440 -28.29 2,790 -26.64 0.0075
2020-05-14 2020-03-31 13F UDR COM 902653104 104,073 20,927 25.17 3,803 -2.06 0.0122
2020-02-13 2019-12-31 13F UDR COM 902653104 83,146 -29,649 -26.29 3,883 -28.99 0.0096
2019-11-14 2019-09-30 13F UDR COM 902653104 112,795 7,570 7.19 5,468 15.75 0.0144
2019-08-23 2019-06-30 13F/A-1 UDR COM 902653104 105,225 65,069 162.04 4,724 158.85 0.0122
2019-08-14 2019-06-30 13F UDR COM 902653104 105,225 65,069 4,724
2019-05-15 2019-03-31 13F UDR COM 902653104 40,156 32,153 401.76 1,825 475.71 0.0044
2019-02-06 2018-12-31 13F UDR COM 902653104 8,003 443 5.86 317 3.59 0.0008
2018-11-15 2018-09-30 13F UDR COM 902653104 7,560 1,310 20.96 306 30.21 0.0007
2018-08-13 2018-06-30 13F UDR COM 902653104 6,250 6,250 235 0.0006
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.