UDR, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $351.63M | 0.02% | 10,409,317 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $258.12M | 0.02% | 7,641,271 NS | $1.42T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $255.93M | 0.16% | 7,576,349 NS | $164.60B | FIGI |
| Investment Co of America Investment Co of America | — | $182.31M | 0.11% | 5,397,101 NS | $165.95B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $143.20M | 0.37% | 4,239,238 NS | $38.69B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $130.62M | 0.02% | 3,866,742 NS | $720.54B | FIGI |
| N/A — | — | $119.73M | 0.02% | 3,544,551 NS | $651.59B | FIGI |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUN… | — | $118.53M | 1.37% | 3,508,959 NS | $8.63B | FIGI |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARE… | — | $99.83M | 1.22% | 2,955,363 NS | $8.21B | FIGI |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | — | $89.43M | 1.23% | 2,647,492 NS | $7.30B | FIGI |
| State Street(R) Real Estate Select Sector SPD… SELECT SECTOR SPDR TRUST | XLRE | $84.00M | 1.15% | 2,486,578 NS | $7.31B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYD | $77.60M | 1.10% | 2,297,117 NS | $7.05B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $57.33M | 0.02% | 1,697,205 NS | $315.46B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $42.68M | 0.09% | 1,263,429 NS | $48.22B | FIGI |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | FVD | $33.43M | 0.41% | 989,635 NS | $8.09B | FIGI |
| iShares U.S. Real Estate ETF iShares Trust | IYR | $32.10M | 0.81% | 950,344 NS | $3.97B | FIGI |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC — | — | $31.04M | 1.89% | 918,881 NS | $1.64B | FIGI |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | — | $25.59M | 1.25% | 757,483 NS | $2.05B | FIGI |
| Apollo Diversified Real Estate Fund — | — | $25.47M | 0.76% | 754,130 NS | $3.37B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $24.26M | 0.03% | 718,251 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $21.51M | 0.02% | 636,786 NS | $117.66B | FIGI |
| Baron Real Estate Fund BARON SELECT FUNDS | — | $20.91M | 0.97% | 618,900 NS | $2.16B | FIGI |
| iShares Residential and Multisector Real Esta… iShares Trust | REZ | $20.50M | 2.61% | 606,732 NS | $785.97M | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | RWR | $18.35M | 1.08% | 543,218 NS | $1.70B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $17.40M | 0.04% | 515,014 NS | $46.62B | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $16.34M | 0.44% | 483,641 NS | $3.72B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $15.13M | 0.11% | 447,863 NS | $14.16B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $12.92M | 0.02% | 382,334 NS | $79.62B | FIGI |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | — | $12.31M | 0.25% | 364,318 NS | $4.95B | FIGI |
| Carillon Scout Mid Cap Fund Carillon Series Trust | — | $12.09M | 0.32% | 358,052 NS | $3.75B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $11.90M | 0.04% | 352,186 NS | $31.78B | FIGI |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | — | $11.62M | 0.91% | 343,852 NS | $1.28B | FIGI |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND… — | — | $10.94M | 1.11% | 323,880 NS | $984.08M | FIGI |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | — | $10.42M | 0.31% | 308,583 NS | $3.39B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $9.40M | 0.02% | 278,417 NS | $51.91B | FIGI |
| Columbia Variable Portfolio - Dividend Opport… Columbia Funds Variable Series Trust II | — | $8.82M | 0.92% | 261,200 NS | $961.34M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $8.59M | 0.04% | 254,329 NS | $24.08B | FIGI |
| N/A — | — | $7.98M | 1.36% | 236,301 NS | $588.86M | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $7.93M | 0.02% | 234,847 NS | $42.78B | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $7.82M | 0.71% | 231,486 NS | $1.09B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $7.41M | 0.65% | 219,501 NS | $1.13B | FIGI |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $7.39M | 0.12% | 218,723 NS | $5.97B | FIGI |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | — | $6.78M | 0.70% | 200,838 NS | $973.50M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $6.69M | 0.02% | 198,040 NS | $36.29B | FIGI |
| Callodine Equity Income Series Manning & Napier Fund, Inc. | — | $6.39M | 2.95% | 189,195 NS | $216.69M | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $6.32M | 0.02% | 187,182 NS | $34.99B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $6.23M | 0.01% | 184,292 NS | $58.89B | FIGI |
| State Street(R) SPDR(R) US Large Cap Low Vola… SPDR SERIES TRUST | LGLV | $6.03M | 0.41% | 178,585 NS | $1.47B | FIGI |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | — | $5.61M | 2.00% | 166,097 NS | $280.12M | FIGI |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | — | $5.54M | 1.80% | 163,912 NS | $307.28M | FIGI |