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482 hedge funds and large institutions have $12.2B invested in UDR in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $35.6M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.21B)

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

4.87% less ownership

Funds ownership: 98.87%94% (-4.9%)

9% less funds holding

Funds holding: 527482 (-45)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 190

Holders
482
Holders Change
-45
Holders Change %
-8.54%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
74
Increased
150
Reduced
190
Closed
72
Calls
$43.1M
Puts
$35.6M
Net Calls
+$7.46M
Net Calls Change
+$9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
351
Rothschild Investment LLC
Illinois
$146K +$40.2K +1,086 +42%
SSG
352
Summit Securities Group
New York
$139K +$127K +3,423 +6,986%
US Bancorp
353
US Bancorp
Minnesota
$133K -$4.18K -113 -3%
WTA
354
Washington Trust Advisors
Massachusetts
$131K +$1.18K +32 +1%
PA
355
Parallel Advisors
California
$118K -$27.6K -747 -20%
ERSOT
356
Employees Retirement System of Texas
Texas
$115K +$107K +2,887 New
WBC
357
Westpac Banking Corp
Australia
$114K -$34.7K -937 -25%
YDMI
358
Y.D. More Investments
Israel
$112K +$3.7K +100 +4%
S
359
SignatureFD
Georgia
$108K -$26.4K -714 -21%
AF
360
Allworth Financial
California
$106K +$11.8K +320 +14%
AIP
361
Ameritas Investment Partners
Nebraska
$103K -$9.65K -261 -9%
CFD
362
Creative Financial Designs
Indiana
$99.9K +$16.9K +457 +22%
DJSG
363
D.J. St. Germain
Massachusetts
$86.3K
GAMA
364
Graticule Asia Macro Advisors
New York
$82.6K +$76.5K +2,068 New
IWC
365
Integrated Wealth Concepts
Massachusetts
$80.1K +$74.2K +2,006 New
BF
366
BOK Financial
Oklahoma
$79.8K +$73.9K +1,998 New
HDIM
367
Hanson & Doremus Investment Management
Vermont
$77K
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$75.4K +$48.3K +1,306 +224%
DPIM
369
Duff & Phelps Investment Management
Illinois
$71.9K +$66.6K +1,800 New
EWA
370
EverSource Wealth Advisors
Alabama
$62.1K +$12.4K +336 +28%
AA
371
Addison Advisors
Vermont
$57.8K -$12.3K -332 -19%
FFA
372
Farther Finance Advisors
California
$52.9K -$1.89K -51 -4%
TMAM
373
Tokio Marine Asset Management
Japan
$51.9K -$515K -13,932 -91%
GEA
374
Glen Eagle Advisors
New Jersey
$51.7K
Federated Hermes
375
Federated Hermes
Pennsylvania
$49.3K -$925 -25 -2%

UDR Hedge Fund Activity: Q2 2026 in Review

482 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2026, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 72 closed out — a net gain of 2 holders — while 150 added to existing stakes and 190 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $198M.

  • 482 institutional investors held UDR (UDR) as of Q2 2026, down from 527 in Q1 2026.
  • Funds reported $12.2B of UDR stock for Q2 2026, up 11% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q2 2026 and 72 closed out, a net change of +2 holders.
  • The largest UDR buyer in Q2 2026 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest UDR seller in Q2 2026 was Cohen & Steers, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2026.