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UDR
UDR

Overview Fund Activity

512 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, 197 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
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
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
CoreCap Advisors
Michigan
$5.51K – – –
MCM
452
MAI Capital Management
Ohio
$5.35K +$3.1K +76 +138%
IRC
453
Investors Research Corp
Georgia
$5.31K – – –
GKIM
454
GW&K Investment Management
Massachusetts
$5K +$2.7K +60 +118%
BTI
455
Blue Trust Inc
Georgia
$4.82K -$34.6K -847 -88%
BGAI
456
Bruce G. Allen Investments
Colorado
$4.53K – – –
DWM
457
Dogwood Wealth Management
Kansas
$4.51K +$4.51K +110 New
HFS
458
Hantz Financial Services
Michigan
$4K +$4K +103 New
MSG
459
Main Street Group
Virginia
$3.88K -$11.6K -283 -75%
IWM
460
IMG Wealth Management
Florida
$3.31K +$3.31K +81 New
AF
461
Advisornet Financial
Minnesota
$3.19K +$980 +24 +44%
NC
462
NewSquare Capital
Pennsylvania
$3.02K -$1.59K -39 -35%
AP
463
Aspect Partners
Virginia
$3.02K – – –
ST
464
Smithfield Trust
Pennsylvania
$3K – – –
MCM
465
MV Capital Management
Maryland
$2.9K -$612 -15 -17%
SC
466
Solstein Capital
California
$2.82K +$2.82K +69 New
KIG
467
Kessler Investment Group
Indiana
$2.78K – – –
HHMI
468
Howard Hughes Medical Institute
Maryland
$2.65K +$2.65K +65 New
HI
469
Harbour Investments
Wisconsin
$2.54K -$41 -1 -2%
S
470
Sachetta
Massachusetts
$2.53K +$41 +1 +2%
KA
471
Kozak & Associates
Colorado
$2.42K – – –
GBT
472
Grove Bank & Trust
Florida
$2.29K +$653 +16 +40%
HFS
473
Horizon Financial Services
North Carolina
$2.04K +$1.02K +25 +100%
FFO
474
Fortitude Family Office
Arizona
$1.84K – – –
OLVIG
475
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K +$1.72K +38 New
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