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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
401
National Pension Service
South Korea
$51.5K +$47K +1,098 +2,553%
SAM
402
Smartleaf Asset Management
Massachusetts
$49.2K -$4.37K -102 -8%
PTC
403
Private Trust Company
Ohio
$49.1K
MG
404
Mather Group
Illinois
$48.7K +$3.04K +71 +7%
T
405
TOBAM
France
$48K -$21K -491 -32%
CCA
406
Catalyst Capital Advisors
New York
$47.6K -$17K -398 -27%
CA
407
Clearstead Advisors
Ohio
$46.8K -$2.57K -60 -5%
PS
408
Principal Securities
Iowa
$46.3K
TFIPS
409
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.3K
BTI
410
Blue Trust Inc
Georgia
$43.6K +$38.6K +902 +1,432%
VCM
411
Versant Capital Management
Arizona
$42.9K +$8.44K +197 +26%
RIL
412
Rothschild Investment LLC
Illinois
$41.3K
HDIM
413
Hanson & Doremus Investment Management
Vermont
$41K
SIM
414
Sentry Investment Management
Wisconsin
$41K +$44.4K +1,038 New
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.3K -$58.4K -1,364 -60%
SWM
416
Spire Wealth Management
Virginia
$34.5K +$31.6K +739 +3,079%
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$33.8K +$1.16K +27 +4%
TPCW
418
TD Private Client Wealth
New York
$32.4K -$1.67K -39 -5%
Simplex Trading
419
Simplex Trading
Illinois
$32K -$9.72K -227 -24%
WB
420
Webster Bank
Connecticut
$29.3K
CH
421
Cromwell Holdings
Wyoming
$28.4K +$856 +20 +3%
BHWM
422
Beaird Harris Wealth Management
Texas
$27.6K +$26.2K +612 New
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$24.2K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$23.4K -$2.96K -69 -12%
BWL
425
Bogart Wealth LLC
Virginia
$23.1K +$471 +11 +2%

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.