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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 %
MPM
351
MBB Public Markets
Illinois
$242K -$55.2K -1,353 -19%
CWM
352
Chesapeake Wealth Management
Virginia
$239K – – –
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$237K +$79.2K +1,941 +50%
GLLW
354
Graves Light Lenhart Wealth
Virginia
$235K – – –
AG
355
AlTi Global
New York
$233K +$11.9K +291 +5%
CTC
356
Cetera Trust Company
Minnesota
$233K +$7.35K +180 +3%
VSQM
357
V-Square Quantitative Management
Illinois
$230K -$11.7K -286 -5%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$229K +$229K +5,611 New
GFM
359
GF Fund Management
China
$227K -$15.8K -387 -7%
NP
360
NorthRock Partners
Minnesota
$224K +$24.4K +597 +12%
PFM
361
Patton Fund Management
Texas
$218K +$218K +5,333 New
SLG
362
Stanley-Laman Group
Pennsylvania
$217K +$217K +5,316 New
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$215K +$1.67K +41 +0.8%
PP
364
Prudential plc
United Kingdom
$214K – – –
GS
365
GTS Securities
New York
$213K +$213K +5,217 New
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$212K +$10.6K +258 +5%
National Pension Service
367
National Pension Service
South Korea
$205K +$159K +3,883 +340%
US Bancorp
368
US Bancorp
Minnesota
$194K -$79.7K -1,952 -29%
VI
369
Vestcor Inc
New Brunswick, Canada
$190K -$1.8M -44,153 -90%
PEAK6
370
PEAK6
Illinois
$181K +$181K +4,423 New
SFI
371
Siemens Fonds Invest
Germany
$178K +$30.2K +740 +20%
PA
372
Parallel Advisors
California
$177K +$91.7K +2,246 +108%
LS
373
Livforsakringsbolaget Skandia
Sweden
$177K – – –
WBC
374
Westpac Banking Corp
Australia
$162K -$9.35K -229 -5%
S
375
SignatureFD
Georgia
$149K +$6.33K +155 +4%
13 14
15
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