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UDR
UDR

Overview Fund Activity

508 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, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
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
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
376
CX Institutional
Indiana
$125K 3,073 -149 -5%
AIP
377
Ameritas Investment Partners
Nebraska
$116K 2,846 -194 -6%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$114K 2,783 -667 -19%
ACA
379
Atlas Capital Advisors
Wyoming
$107K 2,622 – –
WT
380
Whittier Trust
California
$102K 2,496 +309 +14%
DJSG
381
D.J. St. Germain
Massachusetts
$88.2K 2,161 – –
AA
382
Addison Advisors
Vermont
$88.2K 2,161 +55 +3%
HFM
383
Harvest Fund Management
China
$85K 1,965 – –
IIM
384
Intact Investment Management
Quebec, Canada
$73.5K 1,800 +200 +13%
AF
385
Allworth Financial
California
$73.4K 1,798 -21 -1%
CBT
386
Crews Bank & Trust
Florida
$71.1K 1,742 – –
CIAM
387
Caitong International Asset Management
Hong Kong
$64.4K 1,577 +1,577 New
AssetMark Inc
388
AssetMark Inc
California
$61.7K 1,512 +1,004 +198%
SIC
389
Salem Investment Counselors
North Carolina
$55.1K 1,349 – –
Federated Hermes
390
Federated Hermes
Pennsylvania
$53.6K 1,312 -11 -0.8%
GEA
391
Glen Eagle Advisors
New Jersey
$52.9K 1,296 – –
CA
392
Clearstead Advisors
Ohio
$50.7K 1,242 +206 +20%
PS
393
Principal Securities
Iowa
$47.2K 1,155 +89 +8%
EWA
394
EverSource Wealth Advisors
Alabama
$47.2K 1,155 +703 +156%
Jones Financial Companies
395
Jones Financial Companies
Missouri
$46.3K 1,137 -246 -18%
HNB
396
Huntington National Bank
Ohio
$45.9K 1,123 -33 -3%
PTC
397
Private Trust Company
Ohio
$44.7K 1,095 +9 +0.8%
UB
398
UMB Bank
Missouri
$43.2K 1,059 -283 -21%
SIM
399
Sentry Investment Management
Wisconsin
$43K 1,038 – –
RIL
400
Rothschild Investment LLC
Illinois
$40.2K 985 +70 +8%
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16
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