516 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, 198 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M

Top Sellers

1 -$263M
2 -$87.5M
3 -$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
Change in
Stake
AG
351
Algert Global
California
$246K
LIM
352
Leavell Investment Management
Alabama
$245K
WCM
353
Winebrenner Capital Management
Kentucky
$245K
MPM
354
MBB Public Markets
Illinois
$242K
CWM
355
Chesapeake Wealth Management
Virginia
$239K
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$237K
GLLW
357
Graves Light Lenhart Wealth
Virginia
$235K
AG
358
AlTi Global
New York
$233K
CTC
359
Cetera Trust Company
Minnesota
$233K
VSQM
360
V-Square Quantitative Management
Illinois
$230K
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$229K
GFM
362
GF Fund Management
China
$227K
NP
363
NorthRock Partners
Minnesota
$224K
PFM
364
Patton Fund Management
Texas
$218K
SLG
365
Stanley-Laman Group
Pennsylvania
$217K
TIAA Trust, National Association
366
TIAA Trust, National Association
North Carolina
$215K
PP
367
Prudential plc
United Kingdom
$214K
GS
368
GTS Securities
New York
$213K
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$212K
National Pension Service
370
National Pension Service
South Korea
$205K
US Bancorp
371
US Bancorp
Minnesota
$194K
VI
372
Vestcor Inc
New Brunswick, Canada
$190K
PEAK6
373
PEAK6
Illinois
$181K
SFI
374
Siemens Fonds Invest
Germany
$178K
PA
375
Parallel Advisors
California
$177K