We are live on ! Find out more

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
WWM
451
Wolff Wiese Magana
California
$8.94K +$1.32K +32 +17%
SSG
452
Summit Securities Group
New York
$8.29K +$8.41K +203 New
TPWA
453
Twin Peaks Wealth Advisors
California
$8.21K +$8.99K +217 New
GWM
454
Geneos Wealth Management
Colorado
$8.17K -$4.14K -100 -33%
FHA
455
First Horizon Advisors
Tennessee
$8.17K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$7.8K
PFBT
457
Parkside Financial Bank & Trust
Missouri
$6.41K +$580 +14 +10%
PWMG
458
Private Wealth Management Group
New Jersey
$6.33K
MSWA
459
Marshall & Sterling Wealth Advisors
New York
$5.88K
CA
460
CoreCap Advisors
Michigan
$5.51K
MCM
461
MAI Capital Management
Ohio
$5.35K +$3.15K +76 +138%
IRC
462
Investors Research Corp
Georgia
$5.31K
GKIM
463
GW&K Investment Management
Massachusetts
$5K +$2.48K +60 +118%
BTI
464
Blue Trust Inc
Georgia
$4.82K -$35.1K -847 -88%
BGAI
465
Bruce G. Allen Investments
Colorado
$4.53K
DWM
466
Dogwood Wealth Management
Kansas
$4.51K +$4.55K +110 New
SWP
467
SIMA Wealth Partners
Virginia
$4.08K
HFS
468
Hantz Financial Services
Michigan
$4K +$4.26K +103 New
MSG
469
Main Street Group
Virginia
$3.88K -$11.7K -283 -75%
IWM
470
IMG Wealth Management
Florida
$3.31K +$3.35K +81 New
AF
471
Advisornet Financial
Minnesota
$3.19K +$994 +24 +44%
NC
472
NewSquare Capital
Pennsylvania
$3.02K -$1.61K -39 -35%
AP
473
Aspect Partners
Virginia
$3.02K
ST
474
Smithfield Trust
Pennsylvania
$3K
MCM
475
MV Capital Management
Maryland
$2.9K -$621 -15 -17%

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.