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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
301
GC Wealth Management RIA
Massachusetts
$454K +$41.2K +963 +11%
ACA
302
Ackerman Capital Advisors
Texas
$454K
HSA
303
HBK Sorce Advisory
Pennsylvania
$445K -$1.07K -25 -0.3%
Stifel Financial
304
Stifel Financial
Missouri
$443K -$13K -303 -3%
NMIMC
305
Northwestern Mutual Investment Management Company
Wisconsin
$433K +$1.8K +42 +0.4%
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$431K +$409K +9,544 New
LIM
307
Longfellow Investment Management
Massachusetts
$431K
Los Angeles Capital Management
308
Los Angeles Capital Management
California
$427K -$7.38M -172,237 -95%
LP
309
LMR Partners
United Kingdom
$422K +$400K +9,342 New
GI
310
GAMMA Investing
California
$412K +$27.9K +651 +8%
TSW
311
Thompson Siegel & Walmsley
Virginia
$411K
IMCOOI
312
Investment Management Corp of Ontario (IMCO)
Canada
$402K +$381K +8,897 New
TTWM
313
TCV Trust & Wealth Management
Virginia
$399K +$139K +3,242 +58%
FGP
314
Freestone Grove Partners
California
$393K +$373K +8,710 New
Squarepoint
315
Squarepoint
New York
$388K -$2.21M -51,609 -86%
MWA
316
Medallion Wealth Advisors
Connecticut
$382K
PCP
317
Perbak Capital Partners
United Kingdom
$372K +$352K +8,231 New
BEAM
318
Baker Ellis Asset Management
Washington
$362K
SAM
319
Shell Asset Management
Netherlands
$362K -$14.1K -330 -4%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$359K
BBVA
321
Banco Bilbao Vizcaya Argentaria
Spain
$355K +$14.4K +336 +4%
AAS
322
Avantax Advisory Services
Texas
$354K +$34.3K +802 +11%
JFG
323
Jefferies Financial Group
New York
$352K +$334K +7,793 New
SFA
324
Sequoia Financial Advisors
Ohio
$350K +$3.3K +77 +1%
CM
325
Capital Management
Virginia
$339K

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.