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482 hedge funds and large institutions have $12.2B invested in UDR in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $35.6M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.21B)

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

4.87% less ownership

Funds ownership: 98.87%94% (-4.9%)

9% less funds holding

Funds holding: 527482 (-45)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 190

Holders
482
Holders Change
-45
Holders Change %
-8.54%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
74
Increased
150
Reduced
190
Closed
72
Calls
$43.1M
Puts
$35.6M
Net Calls
+$7.46M
Net Calls Change
+$9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$648K -$36.1K -975 -6%
AAP
252
Arax Advisory Partners
Colorado
$637K +$385K +10,416 +188%
SAM
253
Sagewood Asset Management
New York
$635K +$588K +15,910 New
CGH
254
Crossmark Global Holdings
Texas
$628K +$20.3K +549 +4%
PSF
255
Pacific Sun Financial
California
$614K -$18.1K -490 -3%
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$603K -$7.4K -200 -1%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$597K +$9.28K +251 +2%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$595K +$37K +1,000 +7%
CA
259
Clearstead Advisors
Ohio
$593K +$5.4K +146 +1%
KWA
260
Kingswood Wealth Advisors
California
$588K -$9.36K -253 -2%
AIM
261
Aurora Investment Managers
Florida
$561K -$1.17M -31,753 -69%
SAM
262
SEB Asset Management
$536K -$2.62M -70,722 -84%
DnB Asset Management
263
DnB Asset Management
Norway
$535K -$1.51M -40,827 -75%
AFG
264
Atomi Financial Group
New York
$525K +$230K +6,216 +90%
NW
265
Naviter Wealth
Arkansas
$525K -$74.8K -2,023 -13%
EGM
266
Engineers Gate Manager
New York
$511K +$474K +12,810 New
KAS
267
Kestra Advisory Services
Texas
$497K +$460K +12,448 New
PIFP
268
Partners in Financial Planning
Virginia
$494K
DS
269
DRW Securities
Illinois
$484K -$82.8K -2,238 -16%
ECM
270
Everence Capital Management
Indiana
$479K +$444K +12,003 New
SOW
271
State of Wyoming
Wyoming
$472K +$23.5K +636 +6%
HFAS
272
Hummer Financial Advisory Services
Illinois
$468K
HFS
273
Hantz Financial Services
Michigan
$464K -$96.3K -2,603 -18%
Capital Fund Management (CFM)
274
Capital Fund Management (CFM)
France
$464K +$429K +11,613 New
MSE
275
MUFG Securities EMEA
United Kingdom
$462K -$29.7K -802 -6%

UDR Hedge Fund Activity: Q2 2026 in Review

482 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2026, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 72 closed out — a net gain of 2 holders — while 150 added to existing stakes and 190 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $198M.

  • 482 institutional investors held UDR (UDR) as of Q2 2026, down from 527 in Q1 2026.
  • Funds reported $12.2B of UDR stock for Q2 2026, up 11% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q2 2026 and 72 closed out, a net change of +2 holders.
  • The largest UDR buyer in Q2 2026 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest UDR seller in Q2 2026 was Cohen & Steers, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2026.