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UDR
UDR

Overview Fund Activity

512 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, 197 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
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
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$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 		Shares
Change %
CPCPP
376
Canada Post Corporation Pension Plan
Canada
$136K +$136K +3,335 New
SPIA
377
Steward Partners Investment Advisory
New York
$136K -$16.6K -407 -11%
WTA
378
Washington Trust Advisors
Massachusetts
$132K – – –
CI
379
CX Institutional
Indiana
$125K -$6.06K -149 -5%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$124K -$43.6K -1,067 -26%
AIP
381
Ameritas Investment Partners
Nebraska
$116K -$7.92K -194 -6%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$114K -$27.3K -667 -19%
ACA
383
Atlas Capital Advisors
Wyoming
$107K – – –
WT
384
Whittier Trust
California
$102K +$12.6K +309 +14%
DJSG
385
D.J. St. Germain
Massachusetts
$88.2K – – –
AA
386
Addison Advisors
Vermont
$88.2K +$2.25K +55 +3%
HFM
387
Harvest Fund Management
China
$85K – – –
IIM
388
Intact Investment Management
Quebec, Canada
$73.5K +$8.17K +200 +13%
AF
389
Allworth Financial
California
$73.4K -$857 -21 -1%
CBT
390
Crews Bank & Trust
Florida
$71.1K – – –
CIAM
391
Caitong International Asset Management
Hong Kong
$64.4K +$64.4K +1,577 New
AssetMark Inc
392
AssetMark Inc
California
$61.7K +$41K +1,004 +198%
SIC
393
Salem Investment Counselors
North Carolina
$55.1K – – –
Federated Hermes
394
Federated Hermes
Pennsylvania
$53.6K -$449 -11 -0.8%
GEA
395
Glen Eagle Advisors
New Jersey
$52.9K – – –
CA
396
Clearstead Advisors
Ohio
$50.7K +$8.41K +206 +20%
PS
397
Principal Securities
Iowa
$47.2K +$3.63K +89 +8%
EWA
398
EverSource Wealth Advisors
Alabama
$47.2K +$28.7K +703 +156%
Jones Financial Companies
399
Jones Financial Companies
Missouri
$46.3K -$10K -246 -18%
HNB
400
Huntington National Bank
Ohio
$45.9K -$1.35K -33 -3%
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