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524 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, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

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

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
376
US Bancorp
Minnesota
$194K -$80.8K -1,952 -29%
VI
377
Vestcor Inc
New Brunswick, Canada
$190K -$1.83M -44,153 -90%
PEAK6
378
PEAK6
Illinois
$181K +$183K +4,423 New
SFI
379
Siemens Fonds Invest
Germany
$178K +$30.6K +740 +20%
PA
380
Parallel Advisors
California
$177K +$93K +2,246 +108%
LS
381
Livforsakringsbolaget Skandia
Sweden
$177K
WBC
382
Westpac Banking Corp
Australia
$162K -$9.48K -229 -5%
S
383
SignatureFD
Georgia
$149K +$6.42K +155 +4%
CPCPP
384
Canada Post Corporation Pension Plan
Canada
$136K +$138K +3,335 New
SPIA
385
Steward Partners Investment Advisory
New York
$136K -$16.9K -407 -11%
WTA
386
Washington Trust Advisors
Massachusetts
$132K
CI
387
CX Institutional
Indiana
$125K -$6.17K -149 -5%
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$124K -$44.2K -1,067 -26%
AIP
389
Ameritas Investment Partners
Nebraska
$116K -$8.03K -194 -6%
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$114K -$27.6K -667 -19%
ACA
391
Atlas Capital Advisors
Wyoming
$107K
WT
392
Whittier Trust
California
$102K +$12.8K +309 +14%
DJSG
393
D.J. St. Germain
Massachusetts
$88.2K
AA
394
Addison Advisors
Vermont
$88.2K +$2.28K +55 +3%
HFM
395
Harvest Fund Management
China
$85K
IIM
396
Intact Investment Management
Quebec, Canada
$73.5K +$8.28K +200 +13%
AF
397
Allworth Financial
California
$73.4K -$870 -21 -1%
CBT
398
Crews Bank & Trust
Florida
$71.1K
CIAM
399
Caitong International Asset Management
Hong Kong
$64.4K +$65.3K +1,577 New
AssetMark Inc
400
AssetMark Inc
California
$61.7K +$41.6K +1,004 +198%

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.