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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 %
PTC
401
Private Trust Company
Ohio
$44.7K +$367 +9 +0.8%
UB
402
UMB Bank
Missouri
$43.2K -$11.6K -283 -21%
SIM
403
Sentry Investment Management
Wisconsin
$43K – – –
RIL
404
Rothschild Investment LLC
Illinois
$40.2K +$2.86K +70 +8%
TFIPS
405
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K – – –
SAM
406
Smartleaf Asset Management
Massachusetts
$39.3K -$5.62K -138 -13%
VCM
407
Versant Capital Management
Arizona
$37.3K -$1.51K -37 -4%
HDIM
408
Hanson & Doremus Investment Management
Vermont
$37K – – –
MSE
409
MUFG Securities EMEA
United Kingdom
$36.2K +$36.2K +887 New
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$35.6K +$13.7K +335 +63%
A
411
AlphaQuest
New York
$33.4K +$33.4K +818 New
OL
412
OneFund LLC
Florida
$33K +$33K +801 New
AGWCA
413
Annis Gardner Whiting Capital Advisors
Florida
$30.9K +$327 +8 +1%
CH
414
Cromwell Holdings
Wyoming
$29.7K +$4.08K +100 +16%
BBHC
415
Brown Brothers Harriman & Co
New York
$29.3K +$13.9K +340 +90%
TPCW
416
TD Private Client Wealth
New York
$27.9K -$1.43K -35 -5%
GRP
417
Global Retirement Partners
California
$27.4K +$27.4K +670 New
CFO
418
CVA Family Office
Colorado
$27K +$7.23K +177 +37%
WB
419
Webster Bank
Connecticut
$26.5K – – –
IA
420
IFP Advisors
Florida
$24.9K -$5.24K -116 Closed
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$24.7K +$3.55K +87 +17%
Simplex Trading
422
Simplex Trading
Illinois
$21K -$6.92K -176 -25%
BWL
423
Bogart Wealth LLC
Virginia
$20.4K -$449 -11 -2%
DSC
424
Duncker Streett & Co
Missouri
$20.4K – – –
T
425
TOBAM
France
$19K -$23.8K -591 -56%
15 16
17
18 19