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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: 524510 (-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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FC
301
FORA Capital
Florida
$481K +$168K +4,295 +50%
KeyBank National Association
302
KeyBank National Association
Ohio
$475K +$1.64K +42 +0.3%
Corient Private Wealth
303
Corient Private Wealth
Florida
$471K +$79.2K +2,031 +19%
PIFP
304
Partners in Financial Planning
Virginia
$461K
PCM
305
Penserra Capital Management
California
$456K
VF
306
Virtu Financial
New York
$453K +$475K +12,167 New
CSP
307
Cary Street Partners
Virginia
$453K +$19.5K +499 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$445K -$589K -15,090 -56%
Allspring Global Investments
309
Allspring Global Investments
North Carolina
$443K -$25.2K -647 -5%
AV
310
ASR Vermogensbeheer
Netherlands
$439K -$1.75K -45 -0.4%
HFAS
311
Hummer Financial Advisory Services
Illinois
$437K
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
$437K -$3.67K -94 -0.8%
BFPW
313
BOK Financial Private Wealth
Colorado
$427K -$199K -5,091 -31%
GC
314
Guggenheim Capital
Illinois
$424K -$130K -3,325 -23%
Jane Street
315
Jane Street
New York
$410K +$429K +11,007 New
Stifel Financial
316
Stifel Financial
Missouri
$385K +$6.71K +172 +2%
SC
317
SummitTX Capital
Texas
$384K -$1.74M -44,708 -81%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$376K -$30.8K -790 -7%
ACA
319
Ackerman Capital Advisors
Texas
$374K
CCM
320
Callodine Capital Management
Massachusetts
$373K +$390K +10,000 New
GAM
321
Groupama Asset Management
France
$372K -$1.27M -32,467 -76%
Wealthfront Advisers
322
Wealthfront Advisers
California
$370K -$2.46M -63,106 -86%
NMIMC
323
Northwestern Mutual Investment Management Company
Wisconsin
$358K -$273 -7 -0.1%
UBS AM
324
UBS AM
Illinois
$357K -$146M -3,746,802 -100%
Bessemer Group
325
Bessemer Group
New Jersey
$354K -$14.8K -380 -4%

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.