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511 hedge funds and large institutions have $15B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $186K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $14.5B → $15B (+$570M)

0% more funds holding

Funds holding: 511511 (0)

0.42% less ownership

Funds ownership: 101.08%100.67% (-0.42%)

Holders
511
Holders Change
Holders Change %
0%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
197
Reduced
169
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
526
Engineers Gate Manager
New York
-$633K -14,573 Closed
LCGC
527
Legacy Capital Group California
California
-$596K -13,731 Closed
OTL
528
Oak Thistle LLC
New York
-$559K -12,884 Closed
ACM
529
Aster Capital Management
United Arab Emirates
-$550K -12,677 Closed
XT
530
XTX Topco
Cayman Islands
-$550K -12,673 Closed
PAM
531
Panagora Asset Management
Massachusetts
-$540K -12,438 Closed
HCM
532
Howland Capital Management
Massachusetts
-$482K -11,099 Closed
TC
533
TwinBeech Capital
New York
-$380K -8,764 Closed
Envestnet Portfolio Solutions
534
Envestnet Portfolio Solutions
Illinois
-$288K -6,625 Closed
CC
535
Centiva Capital
New York
-$270K -6,230 Closed
PA
536
PharVision Advisers
Florida
-$259K -5,962 Closed
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
-$251K -5,790 Closed
FHB
538
First Hawaiian Bank
Hawaii
-$248K -5,719 Closed
FRM
539
Fox Run Management
Connecticut
-$245K -5,653 Closed
RCM
540
RMR Capital Management
California
-$224K -5,171 Closed
NCM
541
Next Capital Management
New York
-$220K -5,069 Closed
FC
542
Farringdon Capital
United Kingdom
-$219K -5,041 Closed
PA
543
Profund Advisors
Maryland
-$209K -4,808 Closed
PA
544
Pinnacle Associates
New York
-$202K -4,647 Closed
CPCPP
545
Canada Post Corporation Pension Plan
Canada
-$145K -3,335 Closed
WWA
546
Wingate Wealth Advisors
Massachusetts
-$87.1K -2,007 Closed
EBA
547
Eagle Bay Advisors
New York
-$63.4K -1,461 Closed
CA
548
Continuum Advisory
Idaho
-$55.3K -1,275 Closed
CIAM
549
Caitong International Asset Management
Hong Kong
-$31.3K -722 Closed
NFSG
550
Newbridge Financial Services Group
Florida
-$5.3K -122 Closed

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2025, worth a combined $15B — up 3.9% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UDR positions and 53 closed out — a net gain of 6 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 511 institutional investors held UDR (UDR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15B of UDR stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 59 funds opened new UDR positions in Q1 2025 and 53 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q1 2025 was Cohen & Steers, an estimated $82.8M added.
  • The largest UDR seller in Q1 2025 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2025.