UDR icon

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 %
GIM
426
Gold Investment Management
Alberta, Canada
$18.2K – – –
TCOT
427
Trust Company of Toledo
Ohio
$17.6K +$17.6K +432 New
SL
428
Salomon & Ludwin
Virginia
$17.5K – – –
LFG
429
Larson Financial Group
Missouri
$17.5K +$8.62K +211 +97%
JFA
430
JNBA Financial Advisors
Minnesota
$16.7K +$16.7K +410 New
MCM
431
Manchester Capital Management
Vermont
$16.3K – – –
NS
432
NBC Securities
Alabama
$16K +$519 +13 +3%
AAP
433
Arax Advisory Partners
Colorado
$15.6K +$2.95K +58 +23%
FFA
434
Farther Finance Advisors
California
$14.1K +$3.51K +86 +33%
WSFS
435
Wilmington Savings Fund Society
Delaware
$13.9K – – –
MAM
436
Meeder Asset Management
Ohio
$13.1K +$7.84K +192 +150%
CSPIA
437
Cary Street Partners Investment Advisory
Virginia
$11.9K +$2.98K +73 +33%
SC
438
SouthState Corp
Florida
$11.1K +$531 +13 +5%
C
439
Covestor
United Kingdom
$11K -$285 -7 -3%
CTC
440
Central Trust Company
Missouri
$10.2K – – –
DIP
441
DT Investment Partners
Pennsylvania
$9.15K – – –
WWM
442
Wolff Wiese Magana
California
$8.94K +$1.31K +32 +17%
SSG
443
Summit Securities Group
New York
$8.29K +$8.29K +203 New
TPWA
444
Twin Peaks Wealth Advisors
California
$8.21K +$8.21K +217 New
GWM
445
Geneos Wealth Management
Colorado
$8.17K -$4.08K -100 -33%
FHA
446
First Horizon Advisors
Tennessee
$8.17K – – –
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$7.8K – – –
PFBT
448
Parkside Financial Bank & Trust
Missouri
$6.41K +$572 +14 +10%
PWMG
449
Private Wealth Management Group
New Jersey
$6.33K – – –
MSWA
450
Marshall & Sterling Wealth Advisors
New York
$5.88K – – –
16 17
18
19 20