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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
BFM
526
Boothbay Fund Management
New York
-$6.98M -154,621 Closed
NFT
527
Nan Fung Trinity
Hong Kong
-$4.28M -94,800 Closed
Nomura Holdings
528
Nomura Holdings
Japan
-$3.39M -75,002 Closed
CF
529
Corebridge Financial
Texas
-$3.22M -71,265 Closed
VWM
530
Venturi Wealth Management
Texas
-$1.34M -29,718 Closed
AF
531
Avanza Fonder
Sweden
-$1.21M -26,590 Closed
IMRF
532
Illinois Municipal Retirement Fund
Illinois
-$1.03M -22,751 Closed
Jane Street
533
Jane Street
New York
-$634K -14,028 Closed
GLF
534
Groupe la Francaise
France
-$578K -13,076 Closed
QC
535
Quantessence Capital
New York
-$511K -11,321 Closed
LP
536
LMR Partners
United Kingdom
-$422K -9,342 Closed
FGP
537
Freestone Grove Partners
California
-$393K -8,710 Closed
SAM
538
Shell Asset Management
Netherlands
-$332K -8,014 Closed
JFG
539
Jefferies Financial Group
New York
-$352K -7,793 Closed
SFA
540
Sequoia Financial Advisors
Ohio
-$350K -7,753 Closed
MYAM
541
Meiji Yasuda Asset Management
Japan
-$315K -6,979 Closed
BCM
542
Bayesian Capital Management
New York
-$303K -6,700 Closed
EWM
543
Empirical Wealth Management
Washington
-$301K -6,658 Closed
OTPPB
544
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$285K -6,320 Closed
USAA
545
United Services Automobile Association
Texas
-$281K -6,306 Closed
RWM
546
Ritholtz Wealth Management
New York
-$274K -6,056 Closed
TC
547
TownSquare Capital
Utah
-$256K -5,671 Closed
ACM
548
Advisors Capital Management
New Jersey
-$229K -5,079 Closed
TBA
549
Tower Bridge Advisors
Pennsylvania
-$217K -4,798 Closed
GSC
550
Ground Swell Capital
South Carolina
-$214K -4,735 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.