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UDR
UDR

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: 6 → 9 (+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: 511 → 511 (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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$82.8M
2
Invesco
Invesco
Georgia
+$69.4M
3
WP
Woodline Partners
California
+$38.6M
4
HRES
Heitman Real Estate Securities
Illinois
+$37.6M
5
GA
GRS Advisors
Illinois
+$35.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$179M
2
Prudential Financial
Prudential Financial
New Jersey
-$88.8M
3
WCP
Waterfront Capital Partners
New York
-$26.7M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$25M
5
Millennium Management
Millennium Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
551
Raleigh Capital Management
North Carolina
– -$3.21K -74 Closed
LDB
552
Lee, Danner & Bass
Tennessee
– -$2.34K -54 Closed
BF
553
BOK Financial
Oklahoma
– -$2.04K -51 Closed
MSWM
554
Mowery & Schoenfeld Wealth Management
Illinois
– -$2.08K -48 Closed
RTC
555
Riverview Trust Company
Washington
– -$1.13K -26 Closed
MA
556
MCF Advisors
Kentucky
– -$912 -21 Closed
BFPW
557
BOK Financial Private Wealth
Colorado
– -$869 -20 Closed
AWM
558
Avior Wealth Management
Nebraska
– -$694 -16 Closed
NRG
559
Nemes Rush Group
Michigan
– -$521 -12 Closed
CAM
560
Chesapeake Asset Management
New York
– -$217 -5 Closed
SMAM
561
Sugar Maple Asset Management
Wisconsin
– -$217 -5 Closed
CAM
562
Creekmur Asset Management
Illinois
– -$174 -4 Closed
CFGS
563
Concourse Financial Group Securities
Alabama
– -$81 -2 Closed
HWM
564
Hemington Wealth Management
Virginia
– -$43 -1 -6%
AW
565
Avion Wealth
Texas
– +$599 +14 New
19 20 21 22
23

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.