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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
UCFA
326
United Capital Financial Advisors
Texas
$381K +$81.6K +1,971 +27%
TSW
327
Thompson Siegel & Walmsley
Virginia
$369K -$2.48K -60 -0.7%
LBC
328
Lowe Brockenbrough & Co
Virginia
$367K +$372K +8,980 New
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K -$25.6K -619 -6%
GI
330
GAMMA Investing
California
$363K -$9.32K -225 -2%
TTWM
331
TCV Trust & Wealth Management
Virginia
$361K
TRCT
332
Tower Research Capital (TRC)
New York
$355K -$111K -2,670 -23%
FC
333
FORA Capital
Florida
$352K +$357K +8,620 New
Squarepoint
334
Squarepoint
New York
$351K +$952 +23 +0.3%
MWA
335
Medallion Wealth Advisors
Connecticut
$345K
BEAM
336
Baker Ellis Asset Management
Washington
$344K +$16.6K +400 +5%
OCM
337
One Capital Management
California
$335K +$144K +3,480 +73%
ACM
338
AlphaStar Capital Management
North Carolina
$328K +$332K +8,022 New
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$325K
SCM
340
Stevens Capital Management
Pennsylvania
$312K -$235K -5,679 -43%
Verition Fund Management
341
Verition Fund Management
Connecticut
$307K +$312K +7,528 New
CM
342
Capital Management
Virginia
$306K
MF
343
Magnetar Financial
Illinois
$305K +$309K +7,469 New
ETC
344
Exchange Traded Concepts
Oklahoma
$304K +$167K +4,029 +118%
PCM
345
Prelude Capital Management
New York
$299K +$304K +7,330 New
EF
346
Empowered Funds
Pennsylvania
$294K +$44.8K +1,083 +18%
HT
347
Headlands Technologies
Illinois
$288K
ACM
348
Aster Capital Management
United Arab Emirates
$285K +$289K +6,972 New
IWS
349
Integrity Wealth Solutions
Colorado
$276K
MSA
350
MUFG Securities Americas
New York
$273K +$56K +1,352 +25%

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.