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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
NL
501
NVWM LLC
Pennsylvania
$817 +$414 +10 +100%
CT
502
Colonial Trust
South Carolina
$776 +$580 +14 +280%
SRCM
503
Signature Resources Capital Management
California
$653 +$663 +16 New
CWP
504
Clark Wealth Partners
Illinois
$612 +$83 +2 +15%
BIA
505
Bell Investment Advisors
California
$572
ACA
506
American Capital Advisory
Idaho
$572 +$580 +14 New
TIM
507
Tortoise Investment Management
New York
$531 +$538 +13 New
HFS
508
Hughes Financial Services
Virginia
$498 +$538 +13 New
AWM
509
Activest Wealth Management
Florida
$490 -$83 -2 -14%
WA
510
Whipplewood Advisors
Colorado
$449 -$124 -3 -21%
PWA
511
Principia Wealth Advisory
Texas
$449 +$41 +1 +10%
SIS
512
Sound Income Strategies
Florida
$408 +$414 +10 New
SO
513
Sierra Ocean
California
$339
MFT
514
Moisand Fitzgerald Tamayo
Florida
$327
ZBNA
515
Zions Bancorporation, National Association
Utah
$286
PWAM
516
Private Wealth Asset Management
Iowa
$245 -$1.24K -30 -83%
PWM
517
Parkworth Wealth Management
California
$245 +$248 +6 New
CFD
518
Creative Financial Designs
Indiana
$204
HNW
519
High Note Wealth
Minnesota
$122
AAS
520
Ameritas Advisory Services
Nebraska
$122 +$124 +3 New
BCWM
521
Bartlett & Co Wealth Management
Ohio
$122 +$124 +3 New
TWD
522
True Wealth Design
Ohio
$82
KWM
523
Kiker Wealth Management
Georgia
$21 -$282K -6,813 -100%
RWS
524
Retirement Wealth Solutions
Wisconsin
$17
Citadel Advisors
525
Citadel Advisors
Florida
-$8.49M -204,955 Closed

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.