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UDR
UDR

Overview Fund Activity

508 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, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
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
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$482K 11,810 -1,736 -13%
HFAS
302
Hummer Financial Advisory Services
Illinois
$479K 11,722 – –
CSP
303
Cary Street Partners
Virginia
$476K 11,654 -413 -3%
GWMR
304
GC Wealth Management RIA
Massachusetts
$472K 11,558 +1,507 +15%
PCP
305
Perbak Capital Partners
United Kingdom
$472K 11,550 +3,319 +40%
CIM
306
Contravisory Investment Management
Massachusetts
$471K 11,536 +11,536 New
Stifel Financial
307
Stifel Financial
Missouri
$415K 10,160 +350 +4%
ACA
308
Ackerman Capital Advisors
Texas
$410K 10,050 – –
Bessemer Group
309
Bessemer Group
New Jersey
$406K 9,924 -15,332 -61%
ECM
310
Everence Capital Management
Indiana
$405K 9,920 +4,410 +80%
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$393K 9,618 +42 +0.4%
HSA
312
HBK Sorce Advisory
Pennsylvania
$389K 9,535 -315 -3%
LIM
313
Longfellow Investment Management
Massachusetts
$389K 9,535 – –
AAS
314
Avantax Advisory Services
Texas
$383K 9,380 +1,552 +20%
CCIA
315
Campbell & Co Investment Adviser
Maryland
$382K 9,352 -11,942 -56%
UCFA
316
United Capital Financial Advisors
Texas
$381K 9,340 +1,971 +27%
TSW
317
Thompson Siegel & Walmsley
Virginia
$369K 9,042 -60 -0.7%
LBC
318
Lowe Brockenbrough & Co
Virginia
$367K 8,980 +8,980 New
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K 8,925 -619 -6%
GI
320
GAMMA Investing
California
$363K 8,886 -225 -2%
TTWM
321
TCV Trust & Wealth Management
Virginia
$361K 8,831 – –
TRCT
322
Tower Research Capital (TRC)
New York
$355K 8,703 -2,670 -23%
FC
323
FORA Capital
Florida
$352K 8,620 +8,620 New
Squarepoint
324
Squarepoint
New York
$351K 8,607 +23 +0.3%
BEAM
325
Baker Ellis Asset Management
Washington
$344K 8,420 +400 +5%
11 12
13
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