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524 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
476
Solstein Capital
California
$2.82K +$2.86K +69 New
KIG
477
Kessler Investment Group
Indiana
$2.78K
HHMI
478
Howard Hughes Medical Institute
Maryland
$2.65K +$2.69K +65 New
HI
479
Harbour Investments
Wisconsin
$2.54K -$41 -1 -2%
S
480
Sachetta
Massachusetts
$2.53K +$41 +1 +2%
EP
481
Essential Partners
California
$2.45K +$2.48K +60 New
KA
482
Kozak & Associates
Colorado
$2.42K
GBT
483
Grove Bank & Trust
Florida
$2.29K +$663 +16 +40%
HFS
484
Horizon Financial Services
North Carolina
$2.04K +$1.03K +25 +100%
FFO
485
Fortitude Family Office
Arizona
$1.84K
OLVIG
486
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K +$1.57K +38 New
PWMG
487
Prestige Wealth Management Group
New Jersey
$1.63K
KG
488
Kilter Group
New York
$1.63K +$1.66K +40 New
TFM
489
TFC Financial Management
Massachusetts
$1.59K
FMP
490
Financial Management Professionals
Texas
$1.59K -$1.86K -45 -54%
OP
491
ORG Partners
Indiana
$1.59K +$1.61K +39 New
SWM
492
Spire Wealth Management
Virginia
$1.1K -$30.5K -736 -96%
RF
493
Rossby Financial
Florida
$1.06K +$1.08K +26 New
CPG
494
Cornerstone Planning Group
New Jersey
$1.04K
DF
495
Dunhill Financial
United Kingdom
$1.03K -$787 -19 -43%
WCM
496
WealthTrak Capital Management
Virginia
$1.02K -$414 -10 -29%
CAL
497
Capital Advisors Ltd
Ohio
$1K -$124 -3 -14%
HAP
498
Harbor Asset Planning
Massachusetts
$980 +$994 +24 New
SC
499
Stephens Consulting
Michigan
$980 +$994 +24 New
AWM
500
Abound Wealth Management
Tennessee
$947

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.