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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
TFIPS
401
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
402
Jones Financial Companies
Missouri
$35.8K -$6.79K -174 -15%
UB
403
UMB Bank
Missouri
$34.1K -$5.58K -143 -14%
HDIM
404
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$33.7K +$11.7K +301 +50%
VCM
406
Versant Capital Management
Arizona
$32.6K -$1.44K -37 -4%
EWA
407
EverSource Wealth Advisors
Alabama
$32.4K -$11.1K -285 -25%
SAM
408
Smartleaf Asset Management
Massachusetts
$31.9K -$3.98K -102 -11%
FFA
409
Farther Finance Advisors
California
$31.2K +$19.2K +493 +142%
OL
410
OneFund LLC
Florida
$30.9K +$1.13K +29 +4%
RIL
411
Rothschild Investment LLC
Illinois
$30.3K -$6.67K -171 -17%
SIM
412
Sentry Investment Management
Wisconsin
$30K -$8.11K -208 -20%
FAM
413
Fulcrum Asset Management
United Kingdom
$29.8K
CH
414
Cromwell Holdings
Wyoming
$27.6K +$507 +13 +2%
TPCW
415
TD Private Client Wealth
New York
$27.3K +$1.95K +50 +7%
CFD
416
Creative Financial Designs
Indiana
$26.3K +$27.3K +700 +14,000%
HFS
417
Hantz Financial Services
Michigan
$25K +$21.9K +561 +545%
WB
418
Webster Bank
Connecticut
$24.1K
GRP
419
Global Retirement Partners
California
$23.6K -$1.4K -36 -5%
MG
420
Mather Group
Illinois
$22K +$23K +590 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$21.9K -$11.1K -284 -33%
SSG
422
Summit Securities Group
New York
$19.4K +$12.4K +317 +156%
BWL
423
Bogart Wealth LLC
Virginia
$18.6K
DSC
424
Duncker Streett & Co
Missouri
$18.6K
CFO
425
CVA Family Office
Colorado
$18.6K -$6.32K -162 -25%

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.