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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
JF
551
Jump Financial
Illinois
-$213K -4,710 Closed
CA
552
Commerzbank Aktiengesellschaft
Germany
-$206K -4,555 Closed
CCM
553
Coldstream Capital Management
Washington
-$205K -4,541 Closed
AFG
554
Atomi Financial Group
New York
-$202K -4,474 Closed
LSA
555
Leonteq Securities AG
Switzerland
-$113K -2,500 Closed
EB
556
Eastern Bank
Massachusetts
-$71.1K -1,574 Closed
WAG
557
Wiser Advisor Group
Arizona
-$58.4K -1,292 Closed
MG
558
Mather Group
Illinois
-$48.7K -1,079 Closed
CCA
559
Catalyst Capital Advisors
New York
-$47.6K -1,053 Closed
BHWM
560
Beaird Harris Wealth Management
Texas
-$27.6K -612 Closed
QL
561
Quarry LP
New York
-$21.7K -480 Closed
APW
562
Acima Private Wealth
Virginia
-$20.6K -455 Closed
QC
563
Quent Capital
New York
-$20.1K -445 Closed
WF
564
Wayfinding Financial
Washington
-$13K -298 Closed
SCB
565
Saudi Central Bank
Saudi Arabia
-$5.56K -123 Closed
GFPC
566
Global Financial Private Client
Florida
-$2.53K -56 Closed
CIAS
567
CBIZ Investment Advisory Services
Ohio
-$1.99K -44 Closed
RA
568
Rise Advisors
New York
-$813 -18 Closed
CWC
569
Carolinas Wealth Consulting
North Carolina
-$678 -15 Closed
PWA
570
Physician Wealth Advisors
Utah
-$633 -14 Closed
RWM
571
Rialto Wealth Management
New York
-$497 -11 Closed
WPA
572
West Paces Advisors
Georgia
-$452 -10 Closed
OCM
573
Osterweis Capital Management
California
-$226 -5 Closed
CT
574
Clearstead Trust
Maine
-$136 -3 Closed
WBC
575
West Branch Capital
Massachusetts
-$136 -3 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.