We are live on ! Find out more

510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524510 (-14)

8.69% less ownership

Funds ownership: 100.06%91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$133K -$3.2K -82 -2%
ASN
377
Advisory Services Network
Georgia
$132K +$139K +3,553 New
SPIA
378
Steward Partners Investment Advisory
New York
$124K
CPCPP
379
Canada Post Corporation Pension Plan
Canada
$123K
WTA
380
Washington Trust Advisors
Massachusetts
$121K
AIP
381
Ameritas Investment Partners
Nebraska
$106K
HFM
382
Harvest Fund Management
China
$85K
CIAM
383
Caitong International Asset Management
Hong Kong
$83.1K +$25.4K +652 +41%
AssetMark Inc
384
AssetMark Inc
California
$81.3K +$26.1K +669 +44%
DJSG
385
D.J. St. Germain
Massachusetts
$80.5K
WT
386
Whittier Trust
California
$79.6K -$12.1K -309 -12%
AA
387
Addison Advisors
Vermont
$77.9K -$2.77K -71 -3%
CI
388
CX Institutional
Indiana
$74K -$42.1K -1,080 -35%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$70K -$35.2K -903 -32%
HNB
390
Huntington National Bank
Ohio
$65.3K +$24.6K +630 +56%
CBT
391
Crews Bank & Trust
Florida
$64.9K
A
392
AlphaQuest
New York
$56.3K +$27K +692 +85%
AF
393
Allworth Financial
California
$55.1K -$12.5K -320 -18%
SIC
394
Salem Investment Counselors
North Carolina
$50.3K
WAG
395
Wiser Advisor Group
Arizona
$49.2K +$51.5K +1,320 New
GEA
396
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
397
Federated Hermes
Pennsylvania
$48K -$897 -23 -2%
BC
398
Bayforest Capital
United Kingdom
$47.4K -$195K -5,003 -80%
PTC
399
Private Trust Company
Ohio
$40.3K -$546 -14 -1%
PS
400
Principal Securities
Iowa
$39K -$4.21K -108 -9%

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.