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UDR
UDR

Overview Fund Activity

508 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, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
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
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
451
Blue Trust Inc
Georgia
$4.82K 118 -847 -88%
BGAI
452
Bruce G. Allen Investments
Colorado
$4.53K 111 – –
DWM
453
Dogwood Wealth Management
Kansas
$4.51K 110 +110 New
HFS
454
Hantz Financial Services
Michigan
$4K 103 +103 New
MSG
455
Main Street Group
Virginia
$3.88K 95 -283 -75%
IWM
456
IMG Wealth Management
Florida
$3.31K 81 +81 New
AF
457
Advisornet Financial
Minnesota
$3.19K 78 +24 +44%
NC
458
NewSquare Capital
Pennsylvania
$3.02K 74 -39 -35%
AP
459
Aspect Partners
Virginia
$3.02K 74 – –
ST
460
Smithfield Trust
Pennsylvania
$3K 70 – –
MCM
461
MV Capital Management
Maryland
$2.9K 71 -15 -17%
SC
462
Solstein Capital
California
$2.82K 69 +69 New
KIG
463
Kessler Investment Group
Indiana
$2.78K 68 – –
HHMI
464
Howard Hughes Medical Institute
Maryland
$2.65K 65 +65 New
HI
465
Harbour Investments
Wisconsin
$2.54K 62 -1 -2%
S
466
Sachetta
Massachusetts
$2.53K 62 +1 +2%
KA
467
Kozak & Associates
Colorado
$2.42K 59 – –
GBT
468
Grove Bank & Trust
Florida
$2.29K 56 +16 +40%
HFS
469
Horizon Financial Services
North Carolina
$2.04K 50 +25 +100%
FFO
470
Fortitude Family Office
Arizona
$1.84K 45 – –
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K 38 +38 New
PWMG
472
Prestige Wealth Management Group
New Jersey
$1.63K 40 – –
KG
473
Kilter Group
New York
$1.63K 40 +40 New
TFM
474
TFC Financial Management
Massachusetts
$1.59K 39 – –
FMP
475
Financial Management Professionals
Texas
$1.59K 39 -45 -54%
17 18
19
20 21