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UDR
UDR

Overview Fund Activity

508 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, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
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
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$656M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M
5
EGM
5
Engineers Gate Manager
New York
$48.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$213M
4
Millennium Management
4
Millennium Management
New York
$590K
5
UBS Group
5
UBS Group
Switzerland
$46.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
501
Parkworth Wealth Management
California
$245 6 +6 New
CFD
502
Creative Financial Designs
Indiana
$204 5 – –
HNW
503
High Note Wealth
Minnesota
$122 3 – –
AAS
504
Ameritas Advisory Services
Nebraska
$122 3 +3 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$122 3 +3 New
TWD
506
True Wealth Design
Ohio
$82 2 – –
KWM
507
Kiker Wealth Management
Georgia
$21 1 -6,813 -100%
RWS
508
Retirement Wealth Solutions
Wisconsin
– – – –
Citadel Advisors
509
Citadel Advisors
Florida
– – -204,955 Closed
BFM
510
Boothbay Fund Management
New York
– – -154,621 Closed
NFT
511
Nan Fung Trinity
Hong Kong
– – -94,800 Closed
Nomura Holdings
512
Nomura Holdings
Japan
– – -75,002 Closed
CF
513
Corebridge Financial
Texas
– – -71,265 Closed
VWM
514
Venturi Wealth Management
Texas
– – -29,718 Closed
AF
515
Avanza Fonder
Sweden
– – -26,590 Closed
IMRF
516
Illinois Municipal Retirement Fund
Illinois
– – -22,751 Closed
Jane Street
517
Jane Street
New York
– – -14,028 Closed
GLF
518
Groupe la Francaise
France
– – -13,076 Closed
QC
519
Quantessence Capital
New York
– – -11,321 Closed
LP
520
LMR Partners
United Kingdom
– – -9,342 Closed
FGP
521
Freestone Grove Partners
California
– – -8,710 Closed
SAM
522
Shell Asset Management
Netherlands
– – -8,014 Closed
JFG
523
Jefferies Financial Group
New York
– – -7,793 Closed
SFA
524
Sequoia Financial Advisors
Ohio
– – -7,753 Closed
MYAM
525
Meiji Yasuda Asset Management
Japan
– – -6,979 Closed
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