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UDR
UDR

Overview Fund Activity

512 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, 197 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
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
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$899K -$138K -3,369 -13%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$893K -$19.8K -485 -2%
Corient Private Wealth
253
Corient Private Wealth
Florida
$880K +$429K +10,505 +95%
GAM
254
Generali Asset Management
Italy
$880K +$56.6K +1,385 +7%
AI
255
Atria Investments
North Carolina
$872K -$59.3K -1,453 -6%
KRS
256
Kentucky Retirement Systems
Kentucky
$859K -$56.3K -1,379 -6%
MSU
257
Mizuho Securities USA
New York
$851K -$133K -3,265 -14%
IGAM
258
iA Global Asset Management
Quebec, Canada
$846K +$184K +4,497 +28%
Creative Planning
259
Creative Planning
Kansas
$828K -$39.4K -965 -5%
TI
260
Tidal Investments
Wisconsin
$817K +$106K +2,590 +15%
HWA
261
Heritage Wealth Advisors
Virginia
$813K – – –
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K +$770K +18,867 +2,115%
IF
263
IRON Financial
Illinois
$806K -$1.96K -48 -0.2%
STA
264
Summit Trail Advisors
New York
$783K +$783K +19,165 New
NW
265
Naviter Wealth
Arkansas
$780K +$75.6K +1,851 +11%
JG
266
Jain Global
New York
$776K +$776K +19,000 New
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$738K -$6.25K -153 -0.8%
XT
268
XTX Topco
Cayman Islands
$733K +$733K +17,947 New
BC
269
Bridgefront Capital
Texas
$730K +$730K +17,878 New
OAM
270
Ostrum Asset Management
France
$728K -$20.8K -510 -3%
DA
271
Dover Advisors
Virginia
$727K -$3.39M -83,122 -82%
DEA
272
DoubleLine ETF Adviser
Florida
$724K +$11.6K +285 +2%
FNFDCM
273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K -$9.6K -235 -1%
KWA
274
Kingswood Wealth Advisors
California
$697K +$41 +1 +0%
BFPW
275
BOK Financial Private Wealth
Colorado
$676K +$676K +16,553 New
9 10
11
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