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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
AT
501
Avalon Trust
New Mexico
$299 +$312 +8 New
DF
502
Dunhill Financial
United Kingdom
$271 -$702 -18 -72%
TIM
503
Tortoise Investment Management
New York
$261 -$234 -6 -46%
PWA
504
Principia Wealth Advisory
Texas
$261 -$156 -4 -36%
ZBNA
505
Zions Bancorporation, National Association
Utah
$224 -$39 -1 -14%
PWAM
506
Private Wealth Asset Management
Iowa
$224 – – –
BHWM
507
Beaird Harris Wealth Management
Texas
$187 +$195 +5 New
AWM
508
Activest Wealth Management
Florida
$186 -$273 -7 -58%
RWS
509
Retirement Wealth Solutions
Wisconsin
$16 – – –
Norges Bank
510
Norges Bank
Norway
– -$1.2B -29,437,105 Closed
Alyeska Investment Group
511
Alyeska Investment Group
Illinois
– -$47.9M -1,172,656 Closed
VC
512
Vision Capital
Ontario, Canada
– -$31.6M -774,000 Closed
Axa
513
Axa
France
– -$19.7M -481,611 Closed
HRES
514
Heitman Real Estate Securities
Illinois
– -$11.9M -291,788 Closed
ECM
515
Eisler Capital Management
United Kingdom
– -$6.26M -153,246 Closed
TI
516
TrueMark Investments
Illinois
– -$5M -122,546 Closed
ERSOT
517
Employees Retirement System of Texas
Texas
– -$4.78M -117,094 Closed
HF
518
HRT Financial
New York
– -$4.27M -104,482 Closed
SRSA
519
S.R. Schill & Associates
Washington
– -$3.82M -93,553 Closed
FAF
520
Fjarde Ap-fonden
Sweden
– -$2.71M -66,431 Closed
Capital Fund Management (CFM)
521
Capital Fund Management (CFM)
France
– -$2.55M -62,336 Closed
SSA
522
Schonfeld Strategic Advisors
New York
– -$2.23M -54,594 Closed
TC
523
TwinBeech Capital
New York
– -$1.61M -39,407 Closed
Mariner
524
Mariner
Kansas
– -$1.44M -35,313 Closed
LCM
525
Landscape Capital Management
New Jersey
– -$1.06M -26,067 Closed
19 20
21
22 23

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.