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UDR
UDR

Overview Fund Activity

502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
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
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.47B
2
Invesco
Invesco
Georgia
$414M
3
WP
Woodline Partners
California
$64.2M
4
HRES
Heitman Real Estate Securities
Illinois
$39.7M
5
GA
GRS Advisors
Illinois
$37.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$138M
2
Prudential Financial
Prudential Financial
New Jersey
$41.4M
3
WCP
Waterfront Capital Partners
New York
$0
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$30.7M
5
Millennium Management
Millennium Management
New York
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
476
Cornerstone Planning Group
New Jersey
$1.13K +$544 +13 +93%
HFS
477
Horizon Financial Services
North Carolina
$1.13K +$1.13K +25 New
AWM
478
Abound Wealth Management
Tennessee
$1.05K – – –
CAL
479
Capital Advisors Ltd
Ohio
$1K – – –
WA
480
Whipplewood Advisors
Colorado
$994 -$568 -8 -36%
RA
481
Rise Advisors
New York
$813 +$813 +18 New
CWC
482
Carolinas Wealth Consulting
North Carolina
$678 – – –
PWA
483
Physician Wealth Advisors
Utah
$633 – – –
BIA
484
Bell Investment Advisors
California
$633 – – –
AWM
485
Activest Wealth Management
Florida
$632 -$11.1K -246 -95%
RWM
486
Rialto Wealth Management
New York
$497 +$497 +11 New
NL
487
NVWM LLC
Pennsylvania
$452 – – –
WPA
488
West Paces Advisors
Georgia
$452 – – –
PWA
489
Principia Wealth Advisory
Texas
$411 -$493 -12 -55%
SO
490
Sierra Ocean
California
$375 – – –
MFT
491
Moisand Fitzgerald Tamayo
Florida
$362 -$4.93K -109 -93%
ZBNA
492
Zions Bancorporation, National Association
Utah
$316 +$316 +7 New
CFD
493
Creative Financial Designs
Indiana
$226 +$226 +5 New
OCM
494
Osterweis Capital Management
California
$226 +$226 +5 New
CT
495
Colonial Trust
South Carolina
$223 -$45 -1 -17%
HNW
496
High Note Wealth
Minnesota
$136 – – –
WBC
497
West Branch Capital
Massachusetts
$136 – – –
CT
498
Clearstead Trust
Maine
$136 +$136 +3 New
HWA
499
HHM Wealth Advisors
Tennessee
$91 -$1.09K -24 -92%
TWD
500
True Wealth Design
Ohio
$91 +$91 +2 New
18 19
20
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