STOCK TITAN

Cohen & Steers (UDR) discloses 4.77% beneficial stake in UDR common stock

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Cohen & Steers and affiliates report a 4.77% beneficial ownership stake in UDR, Inc. common stock. The group discloses aggregate beneficial ownership of 15,484,627 shares, with 10,907,262 shares subject to sole voting power. All 15,484,627 shares are subject to sole dispositive power, with no shared voting or dispositive authority reported.

The filing notes that each advisory subsidiary holds UDR shares for the benefit of its account holders, who are entitled to dividends and sale proceeds. Cohen & Steers, Inc. owns 100% of the listed advisory subsidiaries, which are classified as investment advisers or a non‑US institution.

Positive

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Negative

  • None.
Beneficially owned shares 15,484,627 shares Cohen & Steers group beneficial ownership of UDR common stock
Percent of class 4.77% Portion of UDR common stock beneficially owned by Cohen & Steers group
Sole voting power 10,907,262 shares UDR shares over which Cohen & Steers group has sole power to vote
Sole dispositive power 15,484,627 shares UDR shares over which Cohen & Steers group has sole power to dispose
Cohen & Steers Capital Management ownership 15,265,126 shares Shares beneficially owned via Cohen & Steers Capital Management, Inc.
Cohen & Steers UK Limited ownership 190,842 shares Shares beneficially owned via Cohen & Steers UK Limited
Cohen & Steers Ireland Limited ownership 28,659 shares Shares beneficially owned via Cohen & Steers Ireland Limited
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 15,484,627"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 10,907,262.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 15,484,627.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"(b) | Percent of class: 4.77%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
Investment Advisers Act regulatory
"investment advisors registered under Section 203 of the Investment Advisers Act"

FAQ

What ownership stake in UDR (UDR) does Cohen & Steers report?

Cohen & Steers and its affiliates report beneficial ownership of 15,484,627 UDR common shares, representing 4.77% of the class. These shares are held across several advisory subsidiaries for the benefit of their respective account holders.

How much voting power over UDR (UDR) shares does Cohen & Steers have?

The group reports sole voting power over 10,907,262 UDR shares and no shared voting power. This means voting decisions on those shares are controlled solely by Cohen & Steers affiliates, subject to their obligations to underlying account holders.

What dispositive power over UDR (UDR) shares is disclosed?

Cohen & Steers and affiliates report sole dispositive power over 15,484,627 UDR shares and no shared dispositive power. Sole dispositive power covers authority to decide if and when the shares are sold, consistent with client mandates.

Which Cohen & Steers entities are included in this UDR (UDR) Schedule 13G/A?

The filing includes Cohen & Steers, Inc., Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd, and Cohen & Steers Ireland Ltd. Cohen & Steers, Inc. holds a 100% interest in these subsidiaries.

Who ultimately benefits from the UDR (UDR) shares held by Cohen & Steers?

The UDR shares are held by Cohen & Steers Capital Management, UK, Asia, and Ireland entities for the benefit of their account holders. Those clients have rights to receive dividends and sale proceeds from the UDR securities held on their behalf.

Does Cohen & Steers own 5% or less of UDR (UDR) common stock?

Yes. The filing states beneficial ownership of 4.77% of UDR’s common stock, which falls under the category “Ownership of 5 percent or less of a class.” This status is highlighted in the ownership disclosure section.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





902653104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Cohen & Steers, Inc.
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:08/14/2026
Cohen & Steers Capital Management, Inc.
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:08/14/2026
Cohen & Steers UK Limited
Signature:/s/ Natalie Okorie
Name/Title:VP, Compliance Officer
Date:08/14/2026
Cohen & Steers Asia Limited
Signature:/s/ Catherine Cheng
Name/Title:VP, Compliance Officer
Date:08/14/2026
Cohen & Steers Ireland Limited
Signature:/s/ Alan Cooper
Name/Title:VP, Compliance Officer
Date:08/14/2026