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UDR
UDR

Overview Fund Activity

512 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, 197 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
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
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ethic Inc
New York
$490K +$490K +12,045 New
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$488K -$1.31M -29,226 -73%
AV
303
ASR Vermogensbeheer
Netherlands
$482K -$1.84K -45 -0.4%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$482K -$70.9K -1,736 -13%
HFAS
305
Hummer Financial Advisory Services
Illinois
$479K – – –
CSP
306
Cary Street Partners
Virginia
$476K -$16.9K -413 -3%
GWMR
307
GC Wealth Management RIA
Massachusetts
$472K +$61.5K +1,507 +15%
PCP
308
Perbak Capital Partners
United Kingdom
$472K +$136K +3,319 +40%
CIM
309
Contravisory Investment Management
Massachusetts
$471K +$471K +11,536 New
Stifel Financial
310
Stifel Financial
Missouri
$415K +$14.3K +350 +4%
ACA
311
Ackerman Capital Advisors
Texas
$410K – – –
Bessemer Group
312
Bessemer Group
New Jersey
$406K -$627K -15,332 -61%
ECM
313
Everence Capital Management
Indiana
$405K +$180K +4,410 +80%
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$393K +$1.72K +42 +0.4%
HSA
315
HBK Sorce Advisory
Pennsylvania
$389K -$12.9K -315 -3%
LIM
316
Longfellow Investment Management
Massachusetts
$389K – – –
AAS
317
Avantax Advisory Services
Texas
$383K +$63.4K +1,552 +20%
CCIA
318
Campbell & Co Investment Adviser
Maryland
$382K -$488K -11,942 -56%
UCFA
319
United Capital Financial Advisors
Texas
$381K +$80.5K +1,971 +27%
TSW
320
Thompson Siegel & Walmsley
Virginia
$369K -$2.45K -60 -0.7%
LBC
321
Lowe Brockenbrough & Co
Virginia
$367K +$367K +8,980 New
KRSITF
322
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K -$25.3K -619 -6%
GI
323
GAMMA Investing
California
$363K -$9.19K -225 -2%
TTWM
324
TCV Trust & Wealth Management
Virginia
$361K – – –
TRCT
325
Tower Research Capital (TRC)
New York
$355K -$109K -2,670 -23%
11 12
13
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