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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
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$962K +$14.9K +359 +2%
LCOV
252
London Company of Virginia
Virginia
$954K
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$945K
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$943K +$1.74K +42 +0.2%
AUB
255
Atlantic Union Bankshares
Virginia
$911K +$45K +1,086 +5%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$899K -$140K -3,369 -13%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$893K -$20.1K -485 -2%
GAM
258
Generali Asset Management
Italy
$880K +$57.4K +1,385 +7%
AI
259
Atria Investments
North Carolina
$872K -$60.2K -1,453 -6%
KRS
260
Kentucky Retirement Systems
Kentucky
$859K -$57.1K -1,379 -6%
PS
261
Pensionfund Sabic
Netherlands
$853K
MSU
262
Mizuho Securities USA
New York
$851K -$135K -3,265 -14%
IGAM
263
iA Global Asset Management
Quebec, Canada
$846K +$186K +4,497 +28%
Creative Planning
264
Creative Planning
Kansas
$828K -$40K -965 -5%
TI
265
Tidal Investments
Wisconsin
$817K +$107K +2,590 +15%
HWA
266
Heritage Wealth Advisors
Virginia
$813K
Osaic Holdings
267
Osaic Holdings
Arizona
$808K +$48.1K +1,162 +6%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K +$781K +18,867 +2,115%
IF
269
IRON Financial
Illinois
$806K -$1.99K -48 -0.2%
STA
270
Summit Trail Advisors
New York
$783K +$794K +19,165 New
NW
271
Naviter Wealth
Arkansas
$780K +$76.7K +1,851 +11%
JG
272
Jain Global
New York
$776K +$787K +19,000 New
HIMCH
273
Hartford Investment Management Co (HIMCO)
Connecticut
$738K -$6.34K -153 -0.8%
XT
274
XTX Topco
Cayman Islands
$733K +$743K +17,947 New
BC
275
Bridgefront Capital
Texas
$730K +$740K +17,878 New

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.