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524 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$27.4K +$27.7K +670 New
CFO
427
CVA Family Office
Colorado
$27K +$7.33K +177 +37%
WB
428
Webster Bank
Connecticut
$26.5K
IA
429
IFP Advisors
Florida
$24.9K -$4.8K -116 Closed
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$24.7K +$3.6K +87 +17%
Simplex Trading
431
Simplex Trading
Illinois
$21K -$7.29K -176 -25%
BWL
432
Bogart Wealth LLC
Virginia
$20.4K -$456 -11 -2%
DSC
433
Duncker Streett & Co
Missouri
$20.4K
T
434
TOBAM
France
$19K -$24.5K -591 -56%
GIM
435
Gold Investment Management
Alberta, Canada
$18.2K
TCOT
436
Trust Company of Toledo
Ohio
$17.6K +$17.9K +432 New
SL
437
Salomon & Ludwin
Virginia
$17.5K
LFG
438
Larson Financial Group
Missouri
$17.5K +$8.74K +211 +97%
JFA
439
JNBA Financial Advisors
Minnesota
$16.7K +$17K +410 New
MCM
440
Manchester Capital Management
Vermont
$16.3K
NS
441
NBC Securities
Alabama
$16K +$538 +13 +3%
AAP
442
Arax Advisory Partners
Colorado
$15.6K +$2.4K +58 +23%
FFA
443
Farther Finance Advisors
California
$14.1K +$3.56K +86 +33%
WSFS
444
Wilmington Savings Fund Society
Delaware
$13.9K
MAM
445
Meeder Asset Management
Ohio
$13.1K +$7.95K +192 +150%
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$11.9K +$3.02K +73 +33%
SC
447
SouthState Corp
Florida
$11.1K +$538 +13 +5%
C
448
Covestor
United Kingdom
$11K -$290 -7 -3%
CTC
449
Central Trust Company
Missouri
$10.2K
DIP
450
DT Investment Partners
Pennsylvania
$9.15K

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.