518 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, 200 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

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

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M

Top Sellers

1 -$263M
2 -$87.5M
3 -$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
Change in
Stake
DEA
276
DoubleLine ETF Adviser
Florida
$724K
FNFDCM
277
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K
KWA
278
Kingswood Wealth Advisors
California
$697K
I
279
INVST
Indiana
$687K
BFPW
280
BOK Financial Private Wealth
Colorado
$676K
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$650K
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$649K
SAM
283
Securian Asset Management
Minnesota
$638K
VIM
284
Vinva Investment Management
Australia
$636K
CGH
285
Crossmark Global Holdings
Texas
$632K
SRL
286
Scientech Research LLC
New Jersey
$632K
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$626K
GIBU
288
Gulf International Bank (UK)
United Kingdom
$608K
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$606K
HI
290
Horizon Investments
North Carolina
$602K
GC
291
Guggenheim Capital
Illinois
$600K
Millennium Management
292
Millennium Management
New York
$590K
TMAM
293
Tokio Marine Asset Management
Japan
$577K
QCG
294
Quadrant Capital Group
Ohio
$575K
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$572K
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$565K
Los Angeles Capital Management
297
Los Angeles Capital Management
California
$549K
AC
298
Allstate Corporation
Illinois
$548K
KeyBank National Association
299
KeyBank National Association
Ohio
$519K
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$517K