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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 %
OP
476
ORG Partners
Indiana
$1.59K 39 +39 New
SWM
477
Spire Wealth Management
Virginia
$1.1K 27 -736 -96%
RF
478
Rossby Financial
Florida
$1.06K 26 +26 New
CPG
479
Cornerstone Planning Group
New Jersey
$1.04K 27 – –
DF
480
Dunhill Financial
United Kingdom
$1.03K 25 -19 -43%
WCM
481
WealthTrak Capital Management
Virginia
$1.02K 25 -10 -29%
CAL
482
Capital Advisors Ltd
Ohio
$1K 19 -3 -14%
SC
483
Stephens Consulting
Michigan
$980 24 +24 New
HAP
484
Harbor Asset Planning
Massachusetts
$980 24 +24 New
AWM
485
Abound Wealth Management
Tennessee
$947 23 – –
NL
486
NVWM LLC
Pennsylvania
$817 20 +10 +100%
CT
487
Colonial Trust
South Carolina
$776 19 +14 +280%
SRCM
488
Signature Resources Capital Management
California
$653 16 +16 New
BIA
489
Bell Investment Advisors
California
$572 14 – –
ACA
490
American Capital Advisory
Idaho
$572 14 +14 New
TIM
491
Tortoise Investment Management
New York
$531 13 +13 New
HFS
492
Hughes Financial Services
Virginia
$498 13 +13 New
AWM
493
Activest Wealth Management
Florida
$490 12 -2 -14%
WA
494
Whipplewood Advisors
Colorado
$449 11 -3 -21%
PWA
495
Principia Wealth Advisory
Texas
$449 11 +1 +10%
SIS
496
Sound Income Strategies
Florida
$408 10 +10 New
SO
497
Sierra Ocean
California
$339 8 – –
MFT
498
Moisand Fitzgerald Tamayo
Florida
$327 8 – –
ZBNA
499
Zions Bancorporation, National Association
Utah
$286 7 – –
PWAM
500
Private Wealth Asset Management
Iowa
$245 6 -30 -83%
18 19
20
21 22