We are live on ! Find out more

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
T
426
TOBAM
France
$18K
AGWCA
427
Annis Gardner Whiting Capital Advisors
Florida
$17.6K -$11.1K -285 -38%
QC
428
Quent Capital
New York
$16.7K +$17.4K +447 New
GIM
429
Gold Investment Management
Alberta, Canada
$16.6K
TCOT
430
Trust Company of Toledo
Ohio
$16.1K
JFA
431
JNBA Financial Advisors
Minnesota
$15.3K
NS
432
NBC Securities
Alabama
$14.9K
BBHC
433
Brown Brothers Harriman & Co
New York
$14.5K -$12.8K -328 -46%
RBI
434
Raiffeisen Bank International
Austria
$14K +$14.7K +378 New
SL
435
Salomon & Ludwin
Virginia
$12.7K -$3.24K -83 -19%
C
436
Covestor
United Kingdom
$11K +$663 +17 +6%
CTC
437
Central Trust Company
Missouri
$9.31K
DIP
438
DT Investment Partners
Pennsylvania
$8.35K
SGK
439
Steigerwald Gordon & Koch
Virginia
$8.05K +$8.43K +216 New
GWM
440
Geneos Wealth Management
Colorado
$7.45K
FHC
441
First Horizon Corporation
Tennessee
$7.45K +$7.8K +200 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$7.34K +$1.56K +40 +25%
WWM
443
Wolff Wiese Magana
California
$7.12K -$1.09K -28 -13%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$7.12K
MAM
445
Meeder Asset Management
Ohio
$6.3K -$5.89K -151 -47%
HFS
446
Horizon Financial Services
North Carolina
$6.18K +$4.53K +116 +232%
WANY
447
Wealthspire Advisors (New York)
New York
$6.11K +$6.4K +164 New
MSWA
448
Marshall & Sterling Wealth Advisors
New York
$5.85K +$507 +13 +9%
PWMG
449
Private Wealth Management Group
New Jersey
$5.7K -$78 -2 -1%
CA
450
CoreCap Advisors
Michigan
$5.03K

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.