516 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, 198 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
516
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
KWA
276
Kingswood Wealth Advisors
California
$697K
I
277
INVST
Indiana
$687K
BFPW
278
BOK Financial Private Wealth
Colorado
$676K
BAMF
279
BI Asset Management Fondsmaeglerselskab
Denmark
$650K
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$649K
SAM
281
Securian Asset Management
Minnesota
$638K
VIM
282
Vinva Investment Management
Australia
$636K
CGH
283
Crossmark Global Holdings
Texas
$632K
SRL
284
Scientech Research LLC
New Jersey
$632K
MSRPS
285
Maryland State Retirement & Pension System
Maryland
$626K
GIBU
286
Gulf International Bank (UK)
United Kingdom
$608K
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$606K
HI
288
Horizon Investments
North Carolina
$602K
GC
289
Guggenheim Capital
Illinois
$600K
Millennium Management
290
Millennium Management
New York
$590K
TMAM
291
Tokio Marine Asset Management
Japan
$577K
QCG
292
Quadrant Capital Group
Ohio
$575K
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$572K
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$565K
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$549K
AC
296
Allstate Corporation
Illinois
$548K
KeyBank National Association
297
KeyBank National Association
Ohio
$519K
Allspring Global Investments
298
Allspring Global Investments
North Carolina
$517K
PSF
299
Pacific Sun Financial
California
$511K
PIFP
300
Partners in Financial Planning
Virginia
$505K