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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
TPCW
401
TD Private Client Wealth
New York
$16.6K -$851 -23 -5%
JFA
402
JNBA Financial Advisors
Minnesota
$16.4K
IA
403
IFP Advisors
Florida
$15K -$444 -12 -3%
AssetMark Inc
404
AssetMark Inc
California
$12.9K -$15.8K -428 -57%
MCM
405
Manchester Capital Management
Vermont
$12.7K
ZBNA
406
Zions Bancorporation, National Association
Utah
$12.1K +$3.48K +94 +45%
EWP
407
Elevation Wealth Partners
California
$11.9K +$8.84K +239 +398%
MAM
408
Meeder Asset Management
Ohio
$11.6K +$10.7K +289 +28,900%
HWP
409
Highline Wealth Partners
California
$11.3K +$703 +19 +7%
CTC
410
Central Trust Company
Missouri
$9.98K
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$9.7K +$1.7K +46 +23%
GKIM
412
GW&K Investment Management
Massachusetts
$9K +$5.62K +152 +208%
DIP
413
DT Investment Partners
Pennsylvania
$8.94K
SGK
414
Steigerwald Gordon & Koch
Virginia
$8.62K
HFS
415
Horizon Financial Services
North Carolina
$8.46K -$4.36K -118 -36%
GWM
416
Geneos Wealth Management
Colorado
$7.98K
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$7.63K
RBI
418
Raiffeisen Bank International
Austria
$7.14K -$7.4K -200 -53%
LFG
419
Larson Financial Group
Missouri
$6.87K +$74 +2 +1%
AIM
420
Axiom Investment Management
New York
$5.99K +$5.55K +150 New
WWM
421
Wolff Wiese Magana
California
$5.75K
CA
422
CoreCap Advisors
Michigan
$5.63K +$222 +6 +4%
IRC
423
Investors Research Corp
Georgia
$5.19K
JSAM
424
J. Safra Asset Management
New York
$4.99K
DWM
425
Dogwood Wealth Management
Kansas
$4.03K -$2.63K -71 -41%

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.