518 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, 200 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M

Top Sellers

1 -$263M
2 -$87.5M
3 -$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
376
Siemens Fonds Invest
Germany
$178K
PA
377
Parallel Advisors
California
$177K
LS
378
Livforsakringsbolaget Skandia
Sweden
$177K
WBC
379
Westpac Banking Corp
Australia
$162K
S
380
SignatureFD
Georgia
$149K
CPCPP
381
Canada Post Corporation Pension Plan
Canada
$136K
SPIA
382
Steward Partners Investment Advisory
New York
$136K
WTA
383
Washington Trust Advisors
Massachusetts
$132K
CI
384
CX Institutional
Indiana
$125K
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$124K
AIP
386
Ameritas Investment Partners
Nebraska
$116K
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$114K
ACA
388
Atlas Capital Advisors
Wyoming
$107K
WT
389
Whittier Trust
California
$102K
DJSG
390
D.J. St. Germain
Massachusetts
$88.2K
AA
391
Addison Advisors
Vermont
$88.2K
HFM
392
Harvest Fund Management
China
$85K
IIM
393
Intact Investment Management
Quebec, Canada
$73.5K
AF
394
Allworth Financial
California
$73.4K
CBT
395
Crews Bank & Trust
Florida
$71.1K
CIAM
396
Caitong International Asset Management
Hong Kong
$64.4K
AssetMark Inc
397
AssetMark Inc
California
$61.7K
SIC
398
Salem Investment Counselors
North Carolina
$55.1K
Federated Hermes
399
Federated Hermes
Pennsylvania
$53.6K
GEA
400
Glen Eagle Advisors
New Jersey
$52.9K