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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 %
SO
501
Sierra Ocean
California
$339 – – –
MFT
502
Moisand Fitzgerald Tamayo
Florida
$327 – – –
ZBNA
503
Zions Bancorporation, National Association
Utah
$286 – – –
PWAM
504
Private Wealth Asset Management
Iowa
$245 -$1.23K -30 -83%
PWM
505
Parkworth Wealth Management
California
$245 +$245 +6 New
CFD
506
Creative Financial Designs
Indiana
$204 – – –
HNW
507
High Note Wealth
Minnesota
$122 – – –
AAS
508
Ameritas Advisory Services
Nebraska
$122 +$122 +3 New
BCWM
509
Bartlett & Co Wealth Management
Ohio
$122 +$122 +3 New
TWD
510
True Wealth Design
Ohio
$82 – – –
KWM
511
Kiker Wealth Management
Georgia
$21 -$143K -6,813 -100%
RWS
512
Retirement Wealth Solutions
Wisconsin
$17 -$19 – –
Citadel Advisors
513
Citadel Advisors
Florida
– -$9.26M -204,955 Closed
BFM
514
Boothbay Fund Management
New York
– -$6.98M -154,621 Closed
NFT
515
Nan Fung Trinity
Hong Kong
– -$4.28M -94,800 Closed
Nomura Holdings
516
Nomura Holdings
Japan
– -$3.39M -75,002 Closed
CF
517
Corebridge Financial
Texas
– -$3.22M -71,265 Closed
VWM
518
Venturi Wealth Management
Texas
– -$1.34M -29,718 Closed
AF
519
Avanza Fonder
Sweden
– -$1.21M -26,590 Closed
IMRF
520
Illinois Municipal Retirement Fund
Illinois
– -$1.03M -22,751 Closed
Jane Street
521
Jane Street
New York
– -$634K -14,028 Closed
GLF
522
Groupe la Francaise
France
– -$578K -13,076 Closed
QC
523
Quantessence Capital
New York
– -$511K -11,321 Closed
LP
524
LMR Partners
United Kingdom
– -$422K -9,342 Closed
FGP
525
Freestone Grove Partners
California
– -$393K -8,710 Closed
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