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UDR
UDR

Overview Fund Activity

508 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
70
Increased
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
251
Generali Asset Management
Italy
$880K 21,550 +1,385 +7%
AI
252
Atria Investments
North Carolina
$872K 21,350 -1,453 -6%
KRS
253
Kentucky Retirement Systems
Kentucky
$859K 21,030 -1,379 -6%
MSU
254
Mizuho Securities USA
New York
$851K 20,843 -3,265 -14%
IGAM
255
iA Global Asset Management
Quebec, Canada
$846K 20,712 +4,497 +28%
Creative Planning
256
Creative Planning
Kansas
$828K 20,289 -965 -5%
TI
257
Tidal Investments
Wisconsin
$817K 20,010 +2,590 +15%
HWA
258
Heritage Wealth Advisors
Virginia
$813K 19,913 – –
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K 19,759 +18,867 +2,115%
IF
260
IRON Financial
Illinois
$806K 19,730 -48 -0.2%
STA
261
Summit Trail Advisors
New York
$783K 19,165 +19,165 New
NW
262
Naviter Wealth
Arkansas
$780K 19,102 +1,851 +11%
JG
263
Jain Global
New York
$776K 19,000 +19,000 New
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$738K 18,084 -153 -0.8%
XT
265
XTX Topco
Cayman Islands
$733K 17,947 +17,947 New
BC
266
Bridgefront Capital
Texas
$730K 17,878 +17,878 New
OAM
267
Ostrum Asset Management
France
$728K 17,831 -510 -3%
DA
268
Dover Advisors
Virginia
$727K 17,796 -83,122 -82%
DEA
269
DoubleLine ETF Adviser
Florida
$724K 17,731 +285 +2%
FNFDCM
270
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K 17,670 -235 -1%
KWA
271
Kingswood Wealth Advisors
California
$697K 17,063 +1 +0%
BFPW
272
BOK Financial Private Wealth
Colorado
$676K 16,553 +16,553 New
BAMF
273
BI Asset Management Fondsmaeglerselskab
Denmark
$650K 15,919 +1,003 +7%
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$649K 15,900 -300 -2%
SAM
275
Securian Asset Management
Minnesota
$638K 15,634 -274 -2%
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11
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