We are live on ! Find out more

524 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, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

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

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
276
Ostrum Asset Management
France
$728K -$21.1K -510 -3%
DA
277
Dover Advisors
Virginia
$727K -$3.44M -83,122 -82%
DEA
278
DoubleLine ETF Adviser
Florida
$724K +$11.8K +285 +2%
FNFDCM
279
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K -$9.73K -235 -1%
KWA
280
Kingswood Wealth Advisors
California
$697K +$41 +1 +0%
I
281
INVST
Indiana
$687K +$2.03K +49 +0.3%
BFPW
282
BOK Financial Private Wealth
Colorado
$676K +$685K +16,553 New
BAMF
283
BI Asset Management Fondsmaeglerselskab
Denmark
$650K +$41.5K +1,003 +7%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$649K -$12.4K -300 -2%
SAM
285
Securian Asset Management
Minnesota
$638K -$11.3K -274 -2%
VIM
286
Vinva Investment Management
Australia
$636K +$124K +2,995 +24%
CGH
287
Crossmark Global Holdings
Texas
$632K -$19.5K -472 -3%
SRL
288
Scientech Research LLC
New Jersey
$632K +$641K +15,472 New
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$626K
GIBU
290
Gulf International Bank (UK)
United Kingdom
$608K -$181K -4,374 -23%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$606K +$136K +3,283 +28%
HI
292
Horizon Investments
North Carolina
$602K +$437K +10,553 +243%
GC
293
Guggenheim Capital
Illinois
$600K +$13.7K +331 +2%
Millennium Management
294
Millennium Management
New York
$590K -$57.6M -1,390,489 -99%
TMAM
295
Tokio Marine Asset Management
Japan
$577K +$146K +3,526 +33%
QCG
296
Quadrant Capital Group
Ohio
$575K -$13.5K -327 -2%
NMERB
297
New Mexico Educational Retirement Board
New Mexico
$572K
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$565K +$663 +16 +0.1%
Los Angeles Capital Management
299
Los Angeles Capital Management
California
$549K +$166K +4,005 +42%
AC
300
Allstate Corporation
Illinois
$548K -$1.27M -30,782 -70%

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.