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482 hedge funds and large institutions have $12.2B invested in UDR in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $35.6M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.21B)

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

4.87% less ownership

Funds ownership: 98.87%94% (-4.9%)

9% less funds holding

Funds holding: 527482 (-45)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 190

Holders
482
Holders Change
-45
Holders Change %
-8.54%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
74
Increased
150
Reduced
190
Closed
72
Calls
$43.1M
Puts
$35.6M
Net Calls
+$7.46M
Net Calls Change
+$9M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
526
D.E. Shaw & Co
New York
-$221K -6,543 Closed
OAM
527
Ostrum Asset Management
France
-$198K -5,851 Closed
SFI
528
Siemens Fonds Invest
Germany
-$145K -4,296 Closed
ASN
529
Advisory Services Network
Georgia
-$124K -3,680 Closed
ACA
530
Atlas Capital Advisors
Wyoming
-$88.6K -2,622 Closed
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$52.4K -1,550 Closed
SIC
532
Salem Investment Counselors
North Carolina
-$45.6K -1,349 Closed
MCM
533
MAI Capital Management
Ohio
-$42.7K -1,264 Closed
WB
534
Webster Bank
Connecticut
-$21.9K -648 Closed
TCM
535
TD Capital Management
Tennessee
-$20.3K -600 Closed
RFP
536
Root Financial Partners
California
-$17.1K -506 Closed
GIM
537
Gold Investment Management
Alberta, Canada
-$11.8K -349 Closed
MWC
538
MBM Wealth Consultants
Missouri
-$7.3K -216 Closed
FHC
539
First Horizon Corporation
Tennessee
-$6.76K -200 Closed
BC
540
Bayforest Capital
United Kingdom
-$6.66K -197 Closed
TPWA
541
Twin Peaks Wealth Advisors
California
-$2.8K -83 Closed
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
-$2.53K -75 Closed
CFG
543
Clayton Financial Group
Missouri
-$1.82K -54 Closed
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.11K -33 Closed
IWS
545
Intentional Wealth Strategies
Colorado
-$878 -26 Closed
AWM
546
Abound Wealth Management
Tennessee
-$784 -23 Closed
DWP
547
Destiny Wealth Partners
Florida
-$676 -20 Closed
GSEP
548
Golden State Equity Partners
California
-$608 -18 Closed
S
549
Sachetta
Massachusetts
-$507 -15 Closed
WA
550
Whipplewood Advisors
Colorado
-$372 -11 Closed

UDR Hedge Fund Activity: Q2 2026 in Review

482 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2026, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 72 closed out — a net gain of 2 holders — while 150 added to existing stakes and 190 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $198M.

  • 482 institutional investors held UDR (UDR) as of Q2 2026, down from 527 in Q1 2026.
  • Funds reported $12.2B of UDR stock for Q2 2026, up 11% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q2 2026 and 72 closed out, a net change of +2 holders.
  • The largest UDR buyer in Q2 2026 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest UDR seller in Q2 2026 was Cohen & Steers, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2026.