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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
376
Exchange Traded Concepts
Oklahoma
$154K +$3.38K +79 +2%
WTA
377
Washington Trust Advisors
Massachusetts
$146K
CI
378
CX Institutional
Indiana
$146K +$138K +3,222 New
AIP
379
Ameritas Investment Partners
Nebraska
$137K
ACA
380
Atlas Capital Advisors
Wyoming
$118K
LSA
381
Leonteq Securities AG
Switzerland
$113K +$64.2K +1,500 +150%
WT
382
Whittier Trust
California
$98.8K
DJSG
383
D.J. St. Germain
Massachusetts
$97.6K
SSB
384
Sandy Spring Bank
Maryland
$97.1K
AA
385
Addison Advisors
Vermont
$95.1K +$385 +9 +0.4%
PA
386
Parallel Advisors
California
$94.4K -$5.35K -125 -6%
HFM
387
Harvest Fund Management
China
$85K
BIG
388
Brooklyn Investment Group
New York
$80.5K +$42.4K +990 +125%
CBT
389
Crews Bank & Trust
Florida
$78.7K
LC
390
Lindbrook Capital
California
$76.2K +$11.6K +271 +19%
AF
391
Allworth Financial
California
$75.6K -$128 -3 -0.2%
IIM
392
Intact Investment Management
Quebec, Canada
$72.3K
EB
393
Eastern Bank
Massachusetts
$71.1K
Jones Financial Companies
394
Jones Financial Companies
Missouri
$61.6K +$9.16K +214 +18%
SIC
395
Salem Investment Counselors
North Carolina
$60.9K
UB
396
UMB Bank
Missouri
$60.6K +$18.6K +434 +48%
Federated Hermes
397
Federated Hermes
Pennsylvania
$59.8K +$21.5K +503 +61%
GEA
398
Glen Eagle Advisors
New Jersey
$58.5K
WAG
399
Wiser Advisor Group
Arizona
$58.4K +$557 +13 +1%
HNB
400
Huntington National Bank
Ohio
$52.2K +$642 +15 +1%

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.