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510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524510 (-14)

8.69% less ownership

Funds ownership: 100.06%91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Empirical Wealth Management
Washington
$245K +$257K +6,577 New
UCFA
352
United Capital Financial Advisors
Texas
$239K -$114K -2,917 -31%
VFP
353
Verus Financial Partners
Virginia
$238K +$1.09K +28 +0.4%
M&T Bank
354
M&T Bank
New York
$229K -$1.12M -28,601 -82%
LIM
355
Leavell Investment Management
Alabama
$224K
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$224K +$32.2K +825 +16%
WCM
357
Winebrenner Capital Management
Kentucky
$224K
CWM
358
Chesapeake Wealth Management
Virginia
$218K
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$217K +$8.58K +220 +4%
MSE
360
MUFG Securities EMEA
United Kingdom
$215K +$191K +4,884 +551%
AG
361
AlTi Global
New York
$213K +$429 +11 +0.2%
CTC
362
Cetera Trust Company
Minnesota
$213K
US Bancorp
363
US Bancorp
Minnesota
$208K +$32.7K +838 +18%
National Pension Service
364
National Pension Service
South Korea
$203K +$16.2K +415 +8%
TE
365
Tema ETFs
New York
$201K +$211K +5,397 New
GFM
366
GF Fund Management
China
$196K -$11.8K -302 -5%
QL
367
Quarry LP
New York
$195K +$204K +5,241 New
VI
368
Vestcor Inc
New Brunswick, Canada
$174K
HI
369
Horizon Investments
North Carolina
$171K -$400K -10,246 -69%
LS
370
Livforsakringsbolaget Skandia
Sweden
$161K
SFI
371
Siemens Fonds Invest
Germany
$160K -$2.77K -71 -2%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$154K +$43.2K +1,107 +37%
PA
373
Parallel Advisors
California
$145K -$17.7K -454 -10%
WBC
374
Westpac Banking Corp
Australia
$143K -$5.46K -140 -4%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$141K -$78.5K -2,013 -35%

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.