UDR, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | — | $1.59M | 0.32% | 47,025 NS | $503.31M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $1.57M | 0.03% | 46,335 NS | $5.55B | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $1.56M | 0.02% | 46,048 NS | $8.12B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $1.55M | 0.01% | 46,025 NS | $27.78B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $1.55M | 0.02% | 45,833 NS | $8.66B | FIGI |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | — | $1.45M | 1.09% | 42,849 NS | $132.59M | FIGI |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | NURE | $1.45M | 4.83% | 42,804 NS | $29.93M | FIGI |
| AST Large-Cap Value Portfolio Advanced Series Trust | — | $1.44M | 0.04% | 42,628 NS | $3.72B | FIGI |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | — | $1.43M | 0.72% | 42,226 NS | $197.76M | FIGI |
| SFT Real Estate Securities Fund Securian Funds Trust | — | $1.37M | 1.18% | 40,442 NS | $115.83M | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.34M | 0.02% | 39,598 NS | $7.12B | FIGI |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | FRI | $1.29M | 0.83% | 38,188 NS | $154.93M | FIGI |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $1.27M | 0.06% | 37,461 NS | $1.98B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $1.26M | 0.00% | 37,407 NS | $30.85B | FIGI |
| Equity Index Portfolio PACIFIC SELECT FUND | — | $1.19M | 0.02% | 35,219 NS | $6.30B | FIGI |
| EQUITY INDEX FUND GuideStone Funds | — | $1.16M | 0.02% | 34,368 NS | $5.83B | FIGI |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | — | $1.16M | 0.07% | 34,209 NS | $1.66B | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $1.16M | 0.02% | 34,194 NS | $7.48B | FIGI |
| Penn Series Real Estate Securities Fund Penn Series Funds Inc | — | $1.08M | 1.17% | 31,961 NS | $92.64M | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $1.06M | 0.06% | 31,338 NS | $1.82B | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $1.05M | 0.02% | 31,043 NS | $5.84B | FIGI |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | — | $1.04M | 0.89% | 30,795 NS | $117.12M | FIGI |
| EQ/Invesco Global Real Assets EQ Advisors Trust | — | $1.01M | 0.43% | 29,972 NS | $237.54M | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.01M | 0.02% | 29,798 NS | $5.61B | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $999.7K | 0.02% | 29,595 NS | $5.47B | FIGI |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH… Spirit of America Investment Fund, Inc. | — | $957.7K | 1.40% | 28,350 NS | $68.24M | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $906.8K | 0.06% | 26,843 NS | $1.49B | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $902.7K | 0.09% | 26,722 NS | $1.02B | FIGI |
| JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust | — | $892.9K | 1.16% | 26,432 NS | $77.19M | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $891.1K | 0.11% | 26,380 NS | $829.25M | FIGI |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Var… | — | $873.8K | 0.19% | 25,868 NS | $458.67M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $822.4K | 0.06% | 24,345 NS | $1.50B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $785.8K | 0.01% | 23,261 NS | $12.51B | FIGI |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | — | $775.3K | 0.93% | 22,951 NS | $83.73M | FIGI |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | — | $773.2K | 0.02% | 22,888 NS | $4.29B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $754.8K | 0.02% | 22,346 NS | $3.41B | FIGI |
| Jackson Real Assets Fund — | — | $753.1K | 0.21% | 22,293 NS | $364.07M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $739.3K | 0.20% | 21,885 NS | $368.49M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $730.4K | 0.02% | 21,623 NS | $4.47B | FIGI |
| Voya VACS Index Series S Portfolio Voya Investors Trust | — | $717.3K | 0.02% | 21,234 NS | $4.05B | FIGI |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $677.9K | 0.19% | 20,068 NS | $353.75M | FIGI |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | — | $657.2K | 0.03% | 19,456 NS | $2.25B | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $632.1K | 0.02% | 18,711 NS | $3.47B | FIGI |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | — | $588.8K | 0.02% | 17,429 NS | $3.25B | FIGI |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | — | $570.7K | 0.03% | 16,894 NS | $1.64B | FIGI |
| VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust | — | $569.4K | 0.54% | 16,855 NS | $105.48M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $557.2K | 0.09% | 16,495 NS | $636.65M | FIGI |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $549.1K | 0.02% | 16,254 NS | $2.93B | FIGI |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | — | $546.5K | 0.02% | 16,179 NS | $2.35B | FIGI |
| Multi-Manager Global Real Estate Fund Northern Funds | — | $528.0K | 0.70% | 15,631 NS | $75.34M | FIGI |