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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 %
SAM
526
Shell Asset Management
Netherlands
– -$362K -8,014 Closed
JFG
527
Jefferies Financial Group
New York
– -$352K -7,793 Closed
SFA
528
Sequoia Financial Advisors
Ohio
– -$350K -7,753 Closed
MYAM
529
Meiji Yasuda Asset Management
Japan
– -$315K -6,979 Closed
BCM
530
Bayesian Capital Management
New York
– -$303K -6,700 Closed
EWM
531
Empirical Wealth Management
Washington
– -$301K -6,658 Closed
OTPPB
532
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$285K -6,320 Closed
USAA
533
United Services Automobile Association
Texas
– -$281K -6,306 Closed
RWM
534
Ritholtz Wealth Management
New York
– -$274K -6,056 Closed
TC
535
TownSquare Capital
Utah
– -$256K -5,671 Closed
ACM
536
Advisors Capital Management
New Jersey
– -$229K -5,079 Closed
TBA
537
Tower Bridge Advisors
Pennsylvania
– -$217K -4,798 Closed
GSC
538
Ground Swell Capital
South Carolina
– -$214K -4,735 Closed
JF
539
Jump Financial
Illinois
– -$213K -4,710 Closed
CA
540
Commerzbank Aktiengesellschaft
Germany
– -$206K -4,555 Closed
CCM
541
Coldstream Capital Management
Washington
– -$205K -4,541 Closed
AFG
542
Atomi Financial Group
New York
– -$202K -4,474 Closed
EB
543
Eastern Bank
Massachusetts
– -$71.1K -1,574 Closed
WAG
544
Wiser Advisor Group
Arizona
– -$58.4K -1,292 Closed
MG
545
Mather Group
Illinois
– -$48.7K -1,079 Closed
CCA
546
Catalyst Capital Advisors
New York
– -$47.6K -1,053 Closed
BHWM
547
Beaird Harris Wealth Management
Texas
– -$27.6K -612 Closed
QL
548
Quarry LP
New York
– -$21.7K -480 Closed
APW
549
Acima Private Wealth
Virginia
– -$20.6K -455 Closed
QC
550
Quent Capital
New York
– -$20.1K -445 Closed
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