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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
ECM
351
Everence Capital Management
Indiana
$249K
AG
352
AlTi Global
New York
$245K -$1.58K -37 -0.7%
BC
353
Bayforest Capital
United Kingdom
$245K +$177K +4,142 +326%
MSA
354
MUFG Securities Americas
New York
$241K +$38.4K +896 +20%
PP
355
Prudential plc
United Kingdom
$237K
TIAA Trust, National Association
356
TIAA Trust, National Association
North Carolina
$236K -$6.04K -141 -3%
ACM
357
Advisors Capital Management
New Jersey
$229K +$217K +5,079 New
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$222K -$3.17K -74 -1%
NP
359
NorthRock Partners
Minnesota
$221K -$11.4K -267 -5%
TBA
360
Tower Bridge Advisors
Pennsylvania
$217K
GSC
361
Ground Swell Capital
South Carolina
$214K +$203K +4,735 New
OCM
362
One Capital Management
California
$214K -$12.4K -290 -6%
JF
363
Jump Financial
Illinois
$213K +$202K +4,710 New
CA
364
Commerzbank Aktiengesellschaft
Germany
$206K +$195K +4,555 New
CCM
365
Coldstream Capital Management
Washington
$205K +$194K +4,541 New
AFG
366
Atomi Financial Group
New York
$202K +$192K +4,474 New
LS
367
Livforsakringsbolaget Skandia
Sweden
$196K
HI
368
Horizon Investments
North Carolina
$194K +$8.86K +207 +5%
WBC
369
Westpac Banking Corp
Australia
$190K -$4.24K -99 -2%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$175K +$7.75K +181 +5%
SPIA
371
Steward Partners Investment Advisory
New York
$168K -$385 -9 -0.2%
SFI
372
Siemens Fonds Invest
Germany
$164K +$155K +3,627 New
S
373
SignatureFD
Georgia
$158K -$8.48K -198 -5%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$156K +$54.3K +1,269 +45%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$156K +$2.78K +65 +2%

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.