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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
CCA
351
Checchi Capital Advisers
California
$262K -$13.3K -321 -5%
VFP
352
Verus Financial Partners
Virginia
$259K +$1.12K +27 +0.4%
BC
353
Bayforest Capital
United Kingdom
$256K +$35.7K +862 +16%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$255K -$66.3K -1,600 -20%
MC
355
Machina Capital
France
$254K +$257K +6,218 New
AG
356
Algert Global
California
$246K -$4.64K -112 -2%
LIM
357
Leavell Investment Management
Alabama
$245K
WCM
358
Winebrenner Capital Management
Kentucky
$245K
MPM
359
MBB Public Markets
Illinois
$242K -$56K -1,353 -19%
CWM
360
Chesapeake Wealth Management
Virginia
$239K
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$237K +$80.4K +1,941 +50%
GLLW
362
Graves Light Lenhart Wealth
Virginia
$235K
AG
363
AlTi Global
New York
$233K +$12.1K +291 +5%
CTC
364
Cetera Trust Company
Minnesota
$233K +$7.45K +180 +3%
VSQM
365
V-Square Quantitative Management
Illinois
$230K -$11.8K -286 -5%
LNWWM
366
Laird Norton Wetherby Wealth Management
California
$229K +$232K +5,611 New
GFM
367
GF Fund Management
China
$227K -$16K -387 -7%
NP
368
NorthRock Partners
Minnesota
$224K +$24.7K +597 +12%
PFM
369
Patton Fund Management
Texas
$218K +$221K +5,333 New
SLG
370
Stanley-Laman Group
Pennsylvania
$217K +$220K +5,316 New
TIAA Trust, National Association
371
TIAA Trust, National Association
North Carolina
$215K +$1.7K +41 +0.8%
PP
372
Prudential plc
United Kingdom
$214K
GS
373
GTS Securities
New York
$213K +$216K +5,217 New
Cambridge Investment Research Advisors
374
Cambridge Investment Research Advisors
Iowa
$212K +$10.7K +258 +5%
National Pension Service
375
National Pension Service
South Korea
$205K +$161K +3,883 +340%

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.