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524 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
226
GeoWealth Management
Illinois
$1.32M +$73.3K +1,771 +6%
Truist Financial
227
Truist Financial
North Carolina
$1.31M +$1.09M +26,291 +448%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$1.31M +$6.17K +149 +0.5%
EMPI
229
Elo Mutual Pension Insurance
Finland
$1.29M +$446K +10,779 +52%
Nordea Investment Management
230
Nordea Investment Management
Sweden
$1.29M +$106K +2,566 +9%
VI
231
Versor Investments
New York
$1.24M +$144K +3,484 +13%
O
232
Ossiam
France
$1.2M -$2.44K -59 -0.2%
BCM
233
Brookstone Capital Management
Illinois
$1.2M -$3.98K -96 -0.3%
UIC
234
Uniplan Investment Counsel
Wisconsin
$1.2M -$129K -3,115 -10%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$1.2M -$43.5K -1,050 -3%
VA
236
Vident Advisory
Georgia
$1.18M -$336K -8,108 -22%
OAM
237
Oppenheimer Asset Management
New York
$1.15M +$12.7K +307 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M +$349K +8,436 +45%
SG Americas Securities
239
SG Americas Securities
New York
$1.08M +$474K +11,448 +76%
SLAM
240
Swiss Life Asset Management
$1.08M -$150K -3,631 -12%
LCM
241
Landscape Capital Management
New Jersey
$1.06M +$1.08M +26,067 New
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$1.06M +$8.28K +200 +0.8%
I
243
InceptionR
California
$1.05M +$1.07M +25,771 New
TAF
244
Tredje AP-fonden
Sweden
$1.02M
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$999K -$6.54K -158 -0.6%
SA
246
Sanctuary Advisors
Indiana
$986K +$88.9K +2,146 +10%
Brown Advisory
247
Brown Advisory
Maryland
$970K -$27.4K -662 -3%
DC
248
Davenport & Co
Virginia
$969K -$170K -4,112 -15%
CAM
249
CPA Asset Management
Florida
$968K -$176K -4,262 -15%
IIM
250
INTECH Investment Management
Florida
$963K +$175K +4,222 +22%

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.