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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
KeyBank National Association
301
KeyBank National Association
Ohio
$519K -$91.8K -2,217 -15%
Allspring Global Investments
302
Allspring Global Investments
North Carolina
$517K -$26.5K -641 -5%
PSF
303
Pacific Sun Financial
California
$511K +$64.4K +1,555 +14%
PIFP
304
Partners in Financial Planning
Virginia
$505K
PCM
305
Penserra Capital Management
California
$500K -$793K -19,151 -61%
BIG
306
Brooklyn Investment Group
New York
$496K +$429K +10,361 +581%
EI
307
Ethic Inc
New York
$490K +$499K +12,045 New
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$488K -$1.21M -29,226 -73%
AV
309
ASR Vermogensbeheer
Netherlands
$482K -$1.86K -45 -0.4%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$482K -$71.9K -1,736 -13%
HFAS
311
Hummer Financial Advisory Services
Illinois
$479K
CSP
312
Cary Street Partners
Virginia
$476K -$17.1K -413 -3%
GWMR
313
GC Wealth Management RIA
Massachusetts
$472K +$62.4K +1,507 +15%
PCP
314
Perbak Capital Partners
United Kingdom
$472K +$137K +3,319 +40%
CIM
315
Contravisory Investment Management
Massachusetts
$471K +$478K +11,536 New
Corient Private Wealth
316
Corient Private Wealth
Florida
$433K -$18.8K -454 -4%
Stifel Financial
317
Stifel Financial
Missouri
$415K +$14.5K +350 +4%
ACA
318
Ackerman Capital Advisors
Texas
$410K
Bessemer Group
319
Bessemer Group
New Jersey
$406K -$635K -15,332 -61%
ECM
320
Everence Capital Management
Indiana
$405K +$183K +4,410 +80%
NMIMC
321
Northwestern Mutual Investment Management Company
Wisconsin
$393K +$1.74K +42 +0.4%
HSA
322
HBK Sorce Advisory
Pennsylvania
$389K -$13K -315 -3%
LIM
323
Longfellow Investment Management
Massachusetts
$389K
AAS
324
Avantax Advisory Services
Texas
$383K +$64.3K +1,552 +20%
CCIA
325
Campbell & Co Investment Adviser
Maryland
$382K -$495K -11,942 -56%

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.