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UDR
UDR

510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524 → 510 (-14)

8.69% less ownership

Funds ownership: 100.06% → 91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$78.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$47.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$34.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.6M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$146M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$61.5M
3
WP
Woodline Partners
California
-$60.6M
4
N
Nuveen
North Carolina
-$51.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$47.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
476
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K +$1.79K +46 New
FFO
477
Fortitude Family Office
Arizona
$1.68K – – –
SWM
478
Spire Wealth Management
Virginia
$1.6K +$624 +16 +59%
RFP
479
Root Financial Partners
California
$1.56K +$1.64K +42 New
PWMG
480
Prestige Wealth Management Group
New Jersey
$1.49K – – –
TFM
481
TFC Financial Management
Massachusetts
$1.45K – – –
FMP
482
Financial Management Professionals
Texas
$1.38K -$78 -2 -5%
JWM
483
JPL Wealth Management
Colorado
$1.3K +$1.36K +35 New
CAL
484
Capital Advisors Ltd
Ohio
$1K -$156 -4 -21%
AW
485
Avion Wealth
Texas
$1K +$507 +13 +93%
RF
486
Rossby Financial
Florida
$960 – – –
HAP
487
Harbor Asset Planning
Massachusetts
$894 – – –
LFG
488
Larson Financial Group
Missouri
$892 -$15.8K -405 -94%
AWM
489
Abound Wealth Management
Tennessee
$864 – – –
EP
490
Essential Partners
California
$708 -$1.6K -41 -68%
WSFS
491
Wilmington Savings Fund Society
Delaware
$596 -$12.6K -324 -95%
OP
492
ORG Partners
Indiana
$596 -$897 -23 -59%
SRCM
493
Signature Resources Capital Management
California
$596 – – –
CPG
494
Cornerstone Planning Group
New Jersey
$568 -$390 -10 -37%
CWP
495
Clark Wealth Partners
Illinois
$550 – – –
RA
496
Rise Advisors
New York
$484 +$507 +13 New
KG
497
Kilter Group
New York
$373 -$1.17K -30 -75%
SIS
498
Sound Income Strategies
Florida
$358 – – –
SFCL
499
Strengthening Families & Communities LLC
Massachusetts
$301 +$312 +8 New
MFT
500
Moisand Fitzgerald Tamayo
Florida
$299 – – –
18 19
20
21 22

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.