We are live on ! Find out more

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
UCFA
326
United Capital Financial Advisors
Texas
$333K +$6.21K +145 +2%
MPM
327
MBB Public Markets
Illinois
$329K +$312K +7,290 New
HT
328
Headlands Technologies
Illinois
$319K -$468K -10,931 -61%
MYAM
329
Meiji Yasuda Asset Management
Japan
$315K
KWM
330
Kiker Wealth Management
Georgia
$308K -$40.2K -939 -12%
IWS
331
Integrity Wealth Solutions
Colorado
$306K +$15.3K +357 +6%
CCA
332
Checchi Capital Advisers
California
$304K +$54.3K +1,269 +23%
BCM
333
Bayesian Capital Management
New York
$303K -$582K -13,600 -67%
US Bancorp
334
US Bancorp
Minnesota
$302K +$51.5K +1,202 +22%
EWM
335
Empirical Wealth Management
Washington
$301K +$285K +6,658 New
OTPPB
336
Ontario Teachers' Pension Plan Board
Ontario, Canada
$285K +$271K +6,320 New
USAA
337
United Services Automobile Association
Texas
$281K +$270K +6,306 New
AG
338
Algert Global
California
$277K -$251K -5,870 -49%
EF
339
Empowered Funds
Pennsylvania
$277K +$14.4K +337 +6%
RWM
340
Ritholtz Wealth Management
New York
$274K +$259K +6,056 New
LIM
341
Leavell Investment Management
Alabama
$272K +$37.7K +880 +17%
WCM
342
Winebrenner Capital Management
Kentucky
$271K -$257K -6,000 -50%
GFM
343
GF Fund Management
China
$268K +$10.4K +243 +4%
VSQM
344
V-Square Quantitative Management
Illinois
$267K
Truist Financial
345
Truist Financial
North Carolina
$265K +$8.95K +209 +4%
CWM
346
Chesapeake Wealth Management
Virginia
$265K
VFP
347
Verus Financial Partners
Virginia
$261K +$1.07K +25 +0.4%
GLLW
348
Graves Light Lenhart Wealth
Virginia
$260K
TC
349
TownSquare Capital
Utah
$256K +$21.3K +498 +10%
CTC
350
Cetera Trust Company
Minnesota
$250K +$22.5K +525 +11%

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.