516 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, 198 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
516
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
LS
376
Livforsakringsbolaget Skandia
Sweden
$177K
WBC
377
Westpac Banking Corp
Australia
$162K
S
378
SignatureFD
Georgia
$149K
CPCPP
379
Canada Post Corporation Pension Plan
Canada
$136K
SPIA
380
Steward Partners Investment Advisory
New York
$136K
WTA
381
Washington Trust Advisors
Massachusetts
$132K
CI
382
CX Institutional
Indiana
$125K
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$124K
AIP
384
Ameritas Investment Partners
Nebraska
$116K
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$114K
ACA
386
Atlas Capital Advisors
Wyoming
$107K
WT
387
Whittier Trust
California
$102K
DJSG
388
D.J. St. Germain
Massachusetts
$88.2K
AA
389
Addison Advisors
Vermont
$88.2K
HFM
390
Harvest Fund Management
China
$85K
IIM
391
Intact Investment Management
Quebec, Canada
$73.5K
AF
392
Allworth Financial
California
$73.4K
CBT
393
Crews Bank & Trust
Florida
$71.1K
CIAM
394
Caitong International Asset Management
Hong Kong
$64.4K
AssetMark Inc
395
AssetMark Inc
California
$61.7K
SIC
396
Salem Investment Counselors
North Carolina
$55.1K
Federated Hermes
397
Federated Hermes
Pennsylvania
$53.6K
GEA
398
Glen Eagle Advisors
New Jersey
$52.9K
CA
399
Clearstead Advisors
Ohio
$50.7K
PS
400
Principal Securities
Iowa
$47.2K