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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
SWM
451
Spire Wealth Management
Virginia
$1.4K
SGFG
452
Silver Grove Financial Group
New York
$1.24K -$2.37K -64 -67%
PS
453
Planning Strategies
Pennsylvania
$1.24K +$1.15K +31 New
TFM
454
TFC Financial Management
Massachusetts
$1.08K -$222 -6 -18%
QWM
455
Quaker Wealth Management
New Jersey
$1.04K +$74 +2 +8%
DF
456
Dunhill Financial
United Kingdom
$978 +$74 +2 +9%
HAP
457
Harbor Asset Planning
Massachusetts
$958
PWA
458
Provenance Wealth Advisors
Florida
$918 +$851 +23 New
BW
459
Basepoint Wealth
Iowa
$897
ACA
460
American Capital Advisory
Idaho
$879 +$222 +6 +38%
BTI
461
Blue Trust Inc
Georgia
$878 -$1.59K -43 -66%
APW
462
Aventura Private Wealth
Florida
$798
BWS
463
Buck Wealth Strategies
Colorado
$719 +$666 +18 New
SFCL
464
Strengthening Families & Communities LLC
Massachusetts
$719 +$666 +18 New
CFM
465
Cornerstone Financial Management
Massachusetts
$639
SRCM
466
Signature Resources Capital Management
California
$639
RF
467
Rossby Financial
Florida
$639 +$407 +11 +220%
FMP
468
Financial Management Professionals
Texas
$599
RWM
469
Rialto Wealth Management
New York
$599
VNA
470
Valley National Advisers
Pennsylvania
$599 +$555 +15 New
SL
471
Salomon & Ludwin
Virginia
$569
BIA
472
Bell Investment Advisors
California
$559
FC
473
Financial Consulate
Maryland
$559 +$518 +14 New
CIAM
474
Caitong International Asset Management
Hong Kong
$519 -$212K -5,722 -100%
BFS
475
Bare Financial Services
Pennsylvania
$519 +$481 +13 New

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.