UDR at a glance
UDR, Inc. (UDR, SEC CIK 74208) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as July 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), UDR, Inc. (UDR) reported revenue of $11.4 million (up 36.6% from FY2024) and net income of $377.7 million. Diluted EPS was $1.13.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding UDR, Inc. (UDR) shares worth $6.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by TOOMEY THOMAS W on June 5, 2026 of 80,000 shares at $39.25 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $11.4M
- +36.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $6.9B · −1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Rent control/stabilization laws risk limiting rent increases amid rising operating costs in major markets including D.C., Boston, San Francisco
- Geographic concentration risk with 74.5% NOI from eight metro areas exposed to regional economic downturns or regulatory changes
- Supply chain constraints in development increase costs, delay occupancy start dates, exacerbated by tariffs and labor shortages
- Competition from single-family rentals and condominiums threatens leasing ability and rent growth potential
- Joint venture partner disputes or capital contribution failures risk forcing unfavorable asset sales or additional capital injections totaling $886.5M equity exposure
Management Discussion & Analysis
- Revenue $615M in 2025 vs $600M in 2024, net income $100.1M vs $77.5M, driven by higher NOI and occupancy
- Operating income $162.9M in 2025 vs $140.8M in 2024; NOI growth contributed to margin improvement (specific margin % not disclosed)
- Best performing: Same-Store Communities segment with net operating income $1.104B and 96.9% occupancy; Worst: Non-Mature Communities/Other with $57.9M income
- Net cash from operating activities $902.9M in 2025 vs $876.8M in 2024; investing activities used $151.0M vs $276.4M, share repurchases $117.8M for 3.3M shares
- Management expects 2026 debt maturities $801.7M (secured) and $745.0M (unsecured) to be funded by operations, debt/equity issuance, property sales; no sales under ATM in 2025, 14M shares available
Business Overview
- Core business: Owns, operates, and manages multifamily apartment communities in 21 U.S. markets, focusing on diversified portfolio with emphasis on stable income growth
- New emphasis on developing one wholly-owned community with 300 apartments in Riverside, California, first new development since prior year with no redevelopments active
- Strategic shift includes strengthening human capital with a multi-year HR roadmap, launching Life@UDR culture platform, and enhancing compensation governance
- Net income $372.9M vs $84.8M prior year, driven by increased gains on real estate dispositions and higher Same-Store NOI growth of 2.3%
- Completed a partial sale and joint venture restructuring generating $202.8M cash proceeds and recognized a gain of $195.0M, a notable liquidity event in 2025
AI summary of the UDR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total revenue $155.2M vs $152.8M YoY, up $2.4M
- Operating income $46.0M vs $48.2M YoY; operating margin 29.6% vs 31.5%
- Same-Store Communities strongest segment; occupancy 96.6%, monthly income $2,642
- Operating cash flow $390.9M vs $406.5M; investing cash flow $225.8M vs $(40.9)M
- $200.3M spent repurchasing 5.5M shares; $780.0M unsecured debt maturing during remainder of 2026
Risk Factors
- Newly added tariff exposure, including Section 122 tariffs, raising operating costs and unemployment-related occupancy risk
- Portfolio concentration, with 75.0% of six-month NOI from eight metropolitan markets
- Regulatory risk from rent-control laws limiting rent increases needed to offset operating-cost inflation
- Development risk from supply-chain constraints delaying occupancy and increasing construction costs
- Joint-venture exposure involving $728.8 million of total equity investment as of June 30, 2026
AI summary of the UDR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Exhibit 99.1 contains no substantive financial or operational disclosure in the provided text
- Investor impact cannot be assessed from the available exhibit content
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 investor information available beginning September 9, 2026
- Regulation FD disclosure signals material information intended for broad investor access
Item 2.02: Results of Operations and Financial Condition
- UDR furnished second-quarter 2026 results for the quarter ended June 30, 2026
- Press release and supplemental financial information available in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 FFOA $0.64 per share, flat YoY; net income rose to $0.21 from $0.11
- Full-year FFOA midpoint raised $0.02 to $2.53; same-store NOI midpoint increased 50bps to 0.625%
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 investor information scheduled for release May 29, 2026
- Regulation FD filing signals planned broad distribution of material investor information
AI summaries of UDR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UDR
Don't miss the next UDR filing
- Alerts as it files. A push when UDR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UDR, by share count.
- Ask anything. An AI agent that reads every UDR filing and answers with sources.
UDR alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bragg David D. | F | Jul 23, 2026 | 2,134 | $39.48 |
| TOOMEY THOMAS W | Sell | Jun 5, 2026 | 80,000 | $39.25 |
| Bragg David D. | F | Feb 12, 2026 | 1,099 | $38.17 |
| Lacy Michael D | D | Feb 12, 2026 | 49,091 | - |
| Lacy Michael D | D | Feb 12, 2026 | 2,449 | - |
| Lacy Michael D | D | Feb 12, 2026 | 5,198 | - |
| BENSON KEITH | F | Feb 12, 2026 | 2,845 | $38.17 |
| BENSON KEITH | A | Feb 12, 2026 | 12,330 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $6.8M | $8.3M | $11.4M |
| Operating Income | $635.0M | $284.6M | $553.6M |
| Net Income | - | $89.6M | $377.7M |
| Op. Margin | 9279.7% | 3421.5% | 4872.9% |
| Net Margin | - | 1077.1% | 3324.6% |
| Balance Sheet | |||
| Total Assets | $11.4B | $10.9B | $10.6B |
| Equity | $4.0B | $3.4B | $3.3B |
| ROE | - | 2.6% | 11.5% |
| Per Share | |||
| EPS | $1.34 | $0.26 | $1.13 |
| Cash Flow | |||
| Operating CF | $832.7M | $876.8M | $902.9M |
Source: XBRL data in UDR, Inc. (UDR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UDR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $6.90B |
| Q1 2026 | 34 | $6.42B |
| Q4 2025 | 32 | $6.91B |
| Q3 2025 | 34 | $7.11B |
| Q2 2025 | 34 | $7.42B |
| Q1 2025 | 31 | $6.95B |
| Q4 2024 | 26 | $6.19B |
| Q3 2024 | 24 | $3.32B |
- AQR Capital Management+592.4K (+141%)
- JPMorgan Chase & Co+537.3K (+9%)
- FMR LLC (Fidelity)+384.0K (+3%)
- Bank of America Corp+234.6K (+20%)
- Goldman Sachs Group+164.2K (+6%)
- COHEN & STEERS, INC.−5.35M (-26%)
- BlackRock−4.93M (-14%)
- State Street Corp−2.17M (-10%)
- Citadel Advisors LLC−2.15M (-62%)
- Prudential Financial−1.31M (-52%)
- AlTi Global, Inc.+5.7K
- Bridgewater Associates LP−15.6K
- D.E. Shaw & Co−6.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 248 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UDR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| SC 13G | May 14, 2026 | - | - | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Feb 27, 2026 | - | Analysis | - |
| 8-K | Feb 20, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 10-K | Feb 17, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 8-K | Feb 9, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - |
Related Real Estate companies
- AKR · ACADIA REALTY TRUSTReal Estate Investment Trusts
- ACR · ACRES Commercial Realty Corp.Real Estate Investment Trusts
- ADAM · ADAMAS TRUST, INC.Real Estate Investment Trusts
- ALX · ALEXANDERS INCReal Estate Investment Trusts
- ARE · Alexandria Real Estate EquitiesReal Estate Investment Trusts
- PINE · Alpine Income Property Trust, Inc.Real Estate Investment Trusts
- AAT · American Assets Trust, Inc.Real Estate Investment Trusts
- AHR · American Healthcare REIT, Inc.Real Estate Investment Trusts
UDR SEC filings: frequently asked questions
Which institutions hold UDR stock?
As of June 30, 2026, the largest UDR, Inc. (UDR) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($1.0 billion), Vanguard Capital Management LLC ($810.1 million), State Street Corp ($773.9 million), COHEN & STEERS, INC. ($615.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UDR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UDR, Inc. (UDR) reported revenue of $11.4 million (up 36.6% from FY2024) and net income of $377.7 million. Diluted EPS was $1.13. The figures come from the XBRL data in the 10-K.
What are the main risks in UDR's latest 10-K?
In the 10-K filed February 17, 2026, UDR, Inc. (UDR) flagged: Rent control/stabilization laws risk limiting rent increases amid rising operating costs in major markets including D.C., Boston, San Francisco. Geographic concentration risk with 74.5% NOI from eight metro areas exposed to regional economic downturns or regulatory changes. (AI summary of the Risk Factors section.)
What did UDR report in its latest 8-K?
UDR, Inc. (UDR) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). Exhibit 99.1 contains no substantive financial or operational disclosure in the provided text.
What are the latest UDR SEC filings?
UDR, Inc. (UDR) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on July 24, 2026.
What is UDR's SEC CIK number?
UDR, Inc. (UDR)'s SEC Central Index Key (CIK) is 74208. EDGAR lists every UDR filing under that number.
Ask anything about UDR
The research agent reads UDR's filings, financials, insider trades and 13F holders, then answers with sources.