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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
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
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
476
GW&K Investment Management
Massachusetts
$2K
CIAS
477
CBIZ Investment Advisory Services
Ohio
$1.99K
DF
478
Dunhill Financial
United Kingdom
$1.99K -$685 -16 -27%
GBT
479
Grove Bank & Trust
Florida
$1.81K
PWMG
480
Prestige Wealth Management Group
New Jersey
$1.81K
TFM
481
TFC Financial Management
Massachusetts
$1.76K
PWAM
482
Private Wealth Asset Management
Iowa
$1.63K +$1.54K +36 New
WCM
483
WealthTrak Capital Management
Virginia
$1.58K +$642 +15 +75%
CPG
484
Cornerstone Planning Group
New Jersey
$1.13K +$557 +13 +93%
HFS
485
Horizon Financial Services
North Carolina
$1.13K +$1.07K +25 New
AWM
486
Abound Wealth Management
Tennessee
$1.05K
CAL
487
Capital Advisors Ltd
Ohio
$1K
WA
488
Whipplewood Advisors
Colorado
$994 -$343 -8 -36%
RA
489
Rise Advisors
New York
$813 +$771 +18 New
CWC
490
Carolinas Wealth Consulting
North Carolina
$678
BIA
491
Bell Investment Advisors
California
$633
PWA
492
Physician Wealth Advisors
Utah
$633
AWM
493
Activest Wealth Management
Florida
$632 -$10.5K -246 -95%
CWP
494
Clark Wealth Partners
Illinois
$587 -$86 -2 -13%
RWM
495
Rialto Wealth Management
New York
$497 +$471 +11 New
NL
496
NVWM LLC
Pennsylvania
$452
WPA
497
West Paces Advisors
Georgia
$452
PWA
498
Principia Wealth Advisory
Texas
$411 -$514 -12 -55%
SO
499
Sierra Ocean
California
$375
MFT
500
Moisand Fitzgerald Tamayo
Florida
$362 -$4.67K -109 -93%

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.