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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$8.63K
WWM
452
Wolff Wiese Magana
California
$8.45K +$86 +2 +1%
PWMG
453
Private Wealth Management Group
New Jersey
$7K -$128 -3 -2%
MSWA
454
Marshall & Sterling Wealth Advisors
New York
$6.5K +$6.17K +144 New
PFBT
455
Parkside Financial Bank & Trust
Missouri
$6.46K -$385 -9 -6%
CA
456
CoreCap Advisors
Michigan
$6.1K
IRC
457
Investors Research Corp
Georgia
$5.87K
MAM
458
Meeder Asset Management
Ohio
$5.78K -$3.13K -73 -36%
SCB
459
Saudi Central Bank
Saudi Arabia
$5.56K +$5.27K +123 New
IA
460
IFP Advisors
Florida
$5.24K
NC
461
NewSquare Capital
Pennsylvania
$5.1K +$4.28K +100 +769%
BGAI
462
Bruce G. Allen Investments
Colorado
$5.01K
SWP
463
SIMA Wealth Partners
Virginia
$4.52K +$4.28K +100 New
MCM
464
MV Capital Management
Maryland
$3.88K -$128 -3 -3%
FMP
465
Financial Management Professionals
Texas
$3.79K -$514 -12 -13%
AP
466
Aspect Partners
Virginia
$3.34K
KIG
467
Kessler Investment Group
Indiana
$3.07K
ST
468
Smithfield Trust
Pennsylvania
$3K
HI
469
Harbour Investments
Wisconsin
$2.85K
S
470
Sachetta
Massachusetts
$2.76K -$43 -1 -2%
GFPC
471
Global Financial Private Client
Florida
$2.53K
MCM
472
MAI Capital Management
Ohio
$2.48K
AF
473
Advisornet Financial
Minnesota
$2.44K -$599 -14 -21%
KA
474
Kozak & Associates
Colorado
$2.4K +$43 +1 +2%
FFO
475
Fortitude Family Office
Arizona
$2.03K

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.