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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
CFO
426
CVA Family Office
Colorado
$3.99K
PWA
427
Physician Wealth Advisors
Utah
$3.95K +$1.48K +40 +68%
AF
428
Advisornet Financial
Minnesota
$3.43K -$37 -1 -1%
PWMG
429
Private Wealth Management Group
New Jersey
$3.03K
ST
430
Smithfield Trust
Pennsylvania
$3K
SC
431
SouthState Corp
Florida
$2.96K +$185 +5 +7%
AFC
432
Ares Financial Consulting
California
$2.79K
AP
433
Aspect Partners
Virginia
$2.79K
KA
434
Kozak & Associates
Colorado
$2.53K
JWM
435
JPL Wealth Management
Colorado
$2.28K +$814 +22 +63%
CPG
436
Cornerstone Planning Group
New Jersey
$2.18K -$185 -5 -8%
WIM
437
Westside Investment Management
California
$2.16K
TWD
438
True Wealth Design
Ohio
$2.08K +$1.92K +52 New
BGAI
439
Bruce G. Allen Investments
Colorado
$2.04K -$777 -21 -29%
KG
440
Kilter Group
New York
$2K -$3.14K -85 -63%
RWM
441
Raffa Wealth Management
District of Columbia
$2K -$74 -2 -4%
MCM
442
MV Capital Management
Maryland
$1.92K -$592 -16 -25%
HNW
443
High Note Wealth
Minnesota
$1.84K +$1.7K +46 New
FFO
444
Fortitude Family Office
Arizona
$1.8K
KFAS
445
Keating Financial Advisory Services
Kansas
$1.76K +$444 +12 +38%
GWS
446
Greykasell Wealth Strategies
California
$1.72K
AWM
447
Activest Wealth Management
Florida
$1.72K +$1.26K +34 +378%
HFS
448
Hughes Financial Services
Virginia
$1.6K +$1.22K +33 +471%
HI
449
Harbour Investments
Wisconsin
$1.41K -$74 -2 -5%
NL
450
NVWM LLC
Pennsylvania
$1.4K

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.