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UDR
UDR

Overview Fund Activity

512 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, 197 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
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
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
476
Prestige Wealth Management Group
New Jersey
$1.63K – – –
KG
477
Kilter Group
New York
$1.63K +$1.63K +40 New
TFM
478
TFC Financial Management
Massachusetts
$1.59K – – –
FMP
479
Financial Management Professionals
Texas
$1.59K -$1.84K -45 -54%
OP
480
ORG Partners
Indiana
$1.59K +$1.59K +39 New
SWM
481
Spire Wealth Management
Virginia
$1.1K -$30K -736 -96%
RF
482
Rossby Financial
Florida
$1.06K +$1.06K +26 New
CPG
483
Cornerstone Planning Group
New Jersey
$1.04K – – –
DF
484
Dunhill Financial
United Kingdom
$1.03K -$782 -19 -43%
WCM
485
WealthTrak Capital Management
Virginia
$1.02K -$408 -10 -29%
CAL
486
Capital Advisors Ltd
Ohio
$1K -$158 -3 -14%
HAP
487
Harbor Asset Planning
Massachusetts
$980 +$980 +24 New
SC
488
Stephens Consulting
Michigan
$980 +$980 +24 New
AWM
489
Abound Wealth Management
Tennessee
$947 – – –
NL
490
NVWM LLC
Pennsylvania
$817 +$409 +10 +100%
CT
491
Colonial Trust
South Carolina
$776 +$572 +14 +280%
SRCM
492
Signature Resources Capital Management
California
$653 +$653 +16 New
BIA
493
Bell Investment Advisors
California
$572 – – –
ACA
494
American Capital Advisory
Idaho
$572 +$572 +14 New
TIM
495
Tortoise Investment Management
New York
$531 +$531 +13 New
HFS
496
Hughes Financial Services
Virginia
$498 +$498 +13 New
AWM
497
Activest Wealth Management
Florida
$490 -$82 -2 -14%
WA
498
Whipplewood Advisors
Colorado
$449 -$122 -3 -21%
PWA
499
Principia Wealth Advisory
Texas
$449 +$41 +1 +10%
SIS
500
Sound Income Strategies
Florida
$408 +$408 +10 New
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