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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
AssetMark Inc
426
AssetMark Inc
California
$22.9K +$128 +3 +0.6%
DSC
427
Duncker Streett & Co
Missouri
$22.6K
CFO
428
CVA Family Office
Colorado
$21.9K +$471 +11 +2%
QL
429
Quarry LP
New York
$21.7K -$95.4K -2,227 -82%
APW
430
Acima Private Wealth
Virginia
$20.6K
EWA
431
EverSource Wealth Advisors
Alabama
$20.4K +$6.47K +151 +50%
GIM
432
Gold Investment Management
Alberta, Canada
$20.1K
QC
433
Quent Capital
New York
$20.1K
SL
434
Salomon & Ludwin
Virginia
$19.5K
MCM
435
Manchester Capital Management
Vermont
$18K +$2.31K +54 +16%
MSG
436
Main Street Group
Virginia
$17.1K
BBHC
437
Brown Brothers Harriman & Co
New York
$17.1K +$13.1K +306 +425%
NS
438
NBC Securities
Alabama
$17K +$16.6K +388 New
WSFS
439
Wilmington Savings Fund Society
Delaware
$15.4K
GWM
440
Geneos Wealth Management
Colorado
$13.6K -$2.18K -51 -15%
C
441
Covestor
United Kingdom
$13K -$25.7K -600 -68%
WF
442
Wayfinding Financial
Washington
$13K +$12.8K +298 New
FFA
443
Farther Finance Advisors
California
$11.7K -$14.9K -349 -57%
SC
444
SouthState Corp
Florida
$11.7K +$11K +258 New
CTC
445
Central Trust Company
Missouri
$11.3K
AAP
446
Arax Advisory Partners
Colorado
$11.2K +$5.01K +117 +89%
DIP
447
DT Investment Partners
Pennsylvania
$10.1K
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$9.85K +$1.33K +31 +17%
LFG
449
Larson Financial Group
Missouri
$9.85K +$7.84K +183 +523%
FHA
450
First Horizon Advisors
Tennessee
$9.03K +$8.56K +200 New

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 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.