We are live on ! Find out more
UDR icon

UDR
UDR

510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524 → 510 (-14)

8.69% less ownership

Funds ownership: 100.06% → 91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$78.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$47.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$34.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.6M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$146M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$61.5M
3
WP
Woodline Partners
California
-$60.6M
4
N
Nuveen
North Carolina
-$51.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$47.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
276
Arax Advisory Partners
Colorado
$618K +$635K +16,274 +5,301%
BCM
277
Bayesian Capital Management
New York
$615K +$644K +16,500 New
KWA
278
Kingswood Wealth Advisors
California
$606K -$30.7K -788 -5%
CAM
279
CPA Asset Management
Florida
$598K -$298K -7,642 -32%
Nomura Holdings
280
Nomura Holdings
Japan
$598K +$626K +16,043 New
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$594K +$702 +18 +0.1%
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$589K -$3.9K -100 -0.6%
BFM
283
Boothbay Fund Management
New York
$588K +$615K +15,778 New
CA
284
Clearstead Advisors
Ohio
$582K +$561K +14,389 +1,159%
CGH
285
Crossmark Global Holdings
Texas
$575K -$2.46K -63 -0.4%
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$572K – – –
PSF
287
Pacific Sun Financial
California
$570K +$109K +2,805 +22%
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$566K +$52.4K +1,343 +10%
GWMR
289
GC Wealth Management RIA
Massachusetts
$559K +$135K +3,456 +30%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$557K -$276K -7,066 -32%
SRL
291
Scientech Research LLC
New Jersey
$555K -$22.6K -579 -4%
SAM
292
Securian Asset Management
Minnesota
$540K -$44.1K -1,130 -7%
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$538K +$546 +14 +0.1%
VIM
294
Vinva Investment Management
Australia
$537K -$42K -1,076 -7%
TMAM
295
Tokio Marine Asset Management
Japan
$529K +$2.34K +60 +0.4%
GIBU
296
Gulf International Bank (UK)
United Kingdom
$527K -$30K -769 -5%
QCG
297
Quadrant Capital Group
Ohio
$525K +$273 +7 +0%
IGAM
298
iA Global Asset Management
Quebec, Canada
$511K -$273K -6,994 -34%
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$507K -$15.6K -400 -3%
BIG
300
Brooklyn Investment Group
New York
$494K – – –
10 11
12
13 14

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.