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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 %
BAMF
276
BI Asset Management Fondsmaeglerselskab
Denmark
$650K +$41K +1,003 +7%
LSERS
277
Louisiana State Employees Retirement System
Louisiana
$649K -$12.2K -300 -2%
SAM
278
Securian Asset Management
Minnesota
$638K -$11.2K -274 -2%
VIM
279
Vinva Investment Management
Australia
$636K +$122K +2,995 +24%
CGH
280
Crossmark Global Holdings
Texas
$632K -$19.3K -472 -3%
SRL
281
Scientech Research LLC
New Jersey
$632K +$632K +15,472 New
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$626K – – –
GIBU
283
Gulf International Bank (UK)
United Kingdom
$608K -$178K -4,374 -23%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$606K +$134K +3,283 +28%
Osaic Holdings
285
Osaic Holdings
Arizona
$606K -$155K -3,801 -20%
HI
286
Horizon Investments
North Carolina
$602K +$426K +10,553 +243%
GC
287
Guggenheim Capital
Illinois
$600K +$13.5K +331 +2%
Millennium Management
288
Millennium Management
New York
$590K -$56.8M -1,390,489 -99%
TMAM
289
Tokio Marine Asset Management
Japan
$577K +$144K +3,526 +33%
QCG
290
Quadrant Capital Group
Ohio
$575K -$13.4K -327 -2%
NMERB
291
New Mexico Educational Retirement Board
New Mexico
$572K – – –
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$565K +$653 +16 +0.1%
Los Angeles Capital Management
293
Los Angeles Capital Management
California
$549K +$164K +4,005 +42%
AC
294
Allstate Corporation
Illinois
$548K -$1.26M -30,782 -70%
KeyBank National Association
295
KeyBank National Association
Ohio
$519K -$90.5K -2,217 -15%
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$517K -$26.2K -641 -5%
PSF
297
Pacific Sun Financial
California
$511K +$63.5K +1,555 +14%
PIFP
298
Partners in Financial Planning
Virginia
$505K – – –
PCM
299
Penserra Capital Management
California
$500K -$781K -19,151 -61%
BIG
300
Brooklyn Investment Group
New York
$496K +$423K +10,361 +581%
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