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482 hedge funds and large institutions have $12.2B invested in UDR in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $35.6M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.21B)

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

4.87% less ownership

Funds ownership: 98.87%94% (-4.9%)

9% less funds holding

Funds holding: 527482 (-45)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 190

Holders
482
Holders Change
-45
Holders Change %
-8.54%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
74
Increased
150
Reduced
190
Closed
72
Calls
$43.1M
Puts
$35.6M
Net Calls
+$7.46M
Net Calls Change
+$9M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$47K -$888 -24 -2%
MG
377
Mather Group
Illinois
$45.2K -$16K -433 -28%
PTC
378
Private Trust Company
Ohio
$42.8K -$444 -12 -1%
EP
379
Essential Partners
California
$40.2K +$34.1K +923 +1,099%
AFG
380
Albion Financial Group
Utah
$39.9K
UB
381
UMB Bank
Missouri
$38.9K -$8.28K -224 -19%
OCWP
382
Owl Creek Wealth Partners
Colorado
$34.9K +$14.1K +380 +77%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$34.5K -$6.8K -184 -18%
VERPA
384
Virginia Estate & Retirement Planning Advisors
Virginia
$33.4K +$31K +837 New
CH
385
Cromwell Holdings
Wyoming
$30.6K -$5.66K -153 -17%
SAM
386
Smartleaf Asset Management
Massachusetts
$29.8K
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$29.5K +$222 +6 +0.8%
VCM
388
Versant Capital Management
Arizona
$27.3K +$555 +15 +2%
C
389
Covestor
United Kingdom
$26K +$18.2K +492 +311%
EFMH
390
E Fund Management (HK)
Hong Kong
$24.5K +$22.7K +613 New
SIC
391
SJS Investment Consulting
Ohio
$24.3K +$22.5K +608 New
RRMM
392
Regatta Research & Money Management
Louisiana
$22.7K +$21K +569 New
BWL
393
Bogart Wealth LLC
Virginia
$21.6K +$1.48K +40 +8%
IAIM
394
International Assets Investment Management
Florida
$21.1K +$740 +20 +4%
DSC
395
Duncker Streett & Co
Missouri
$20K
QC
396
Quent Capital
New York
$19.6K +$4.99K +135 +38%
SWM
397
SHP Wealth Management
Massachusetts
$19.3K +$777 +21 +5%
CBT
398
Crews Bank & Trust
Florida
$17.7K
TCOT
399
Trust Company of Toledo
Ohio
$17.7K +$4.84K +131 +42%
NS
400
NBC Securities
Alabama
$17K +$333 +9 +2%

UDR Hedge Fund Activity: Q2 2026 in Review

482 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2026, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 72 closed out — a net gain of 2 holders — while 150 added to existing stakes and 190 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $198M.

  • 482 institutional investors held UDR (UDR) as of Q2 2026, down from 527 in Q1 2026.
  • Funds reported $12.2B of UDR stock for Q2 2026, up 11% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q2 2026 and 72 closed out, a net change of +2 holders.
  • The largest UDR buyer in Q2 2026 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest UDR seller in Q2 2026 was Cohen & Steers, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2026.