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UDR
UDR

Overview Fund Activity

508 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, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
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
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TFIPS
401
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K 980 – –
SAM
402
Smartleaf Asset Management
Massachusetts
$39.3K 966 -138 -13%
VCM
403
Versant Capital Management
Arizona
$37.3K 913 -37 -4%
HDIM
404
Hanson & Doremus Investment Management
Vermont
$37K 918 – –
MSE
405
MUFG Securities EMEA
United Kingdom
$36.2K 887 +887 New
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$35.6K 871 +335 +63%
A
407
AlphaQuest
New York
$33.4K 818 +818 New
OL
408
OneFund LLC
Florida
$33K 801 +801 New
AGWCA
409
Annis Gardner Whiting Capital Advisors
Florida
$30.9K 756 +8 +1%
CH
410
Cromwell Holdings
Wyoming
$29.7K 728 +100 +16%
BBHC
411
Brown Brothers Harriman & Co
New York
$29.3K 718 +340 +90%
TPCW
412
TD Private Client Wealth
New York
$27.9K 683 -35 -5%
GRP
413
Global Retirement Partners
California
$27.4K 670 +670 New
CFO
414
CVA Family Office
Colorado
$27K 661 +177 +37%
WB
415
Webster Bank
Connecticut
$26.5K 648 – –
IA
416
IFP Advisors
Florida
– – -116 Closed
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$24.7K 604 +87 +17%
Simplex Trading
418
Simplex Trading
Illinois
$21K 534 -176 -25%
BWL
419
Bogart Wealth LLC
Virginia
$20.4K 500 -11 -2%
DSC
420
Duncker Streett & Co
Missouri
$20.4K 500 – –
T
421
TOBAM
France
$19K 472 -591 -56%
GIM
422
Gold Investment Management
Alberta, Canada
$18.2K 445 – –
TCOT
423
Trust Company of Toledo
Ohio
$17.6K 432 +432 New
SL
424
Salomon & Ludwin
Virginia
$17.5K 432 – –
LFG
425
Larson Financial Group
Missouri
$17.5K 429 +211 +97%
15 16
17
18 19