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UDR
UDR

510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524 → 510 (-14)

8.69% less ownership

Funds ownership: 100.06% → 91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$78.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$47.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$34.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.6M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$146M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$61.5M
3
WP
Woodline Partners
California
-$60.6M
4
N
Nuveen
North Carolina
-$51.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$47.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
SIMA Wealth Partners
Virginia
– -$4.08K -100 Closed
NC
552
NewSquare Capital
Pennsylvania
– -$3.02K -74 Closed
SC
553
Solstein Capital
California
– -$2.82K -69 Closed
KIG
554
Kessler Investment Group
Indiana
– -$2.78K -68 Closed
WCM
555
WealthTrak Capital Management
Virginia
– -$1.02K -25 Closed
SC
556
Stephens Consulting
Michigan
– -$980 -24 Closed
NL
557
NVWM LLC
Pennsylvania
– -$817 -20 Closed
CT
558
Colonial Trust
South Carolina
– -$776 -19 Closed
ACA
559
American Capital Advisory
Idaho
– -$572 -14 Closed
BIA
560
Bell Investment Advisors
California
– -$572 -14 Closed
HFS
561
Hughes Financial Services
Virginia
– -$498 -13 Closed
WA
562
Whipplewood Advisors
Colorado
– -$449 -11 Closed
SO
563
Sierra Ocean
California
– -$339 -8 Closed
AAS
564
Ameritas Advisory Services
Nebraska
– -$122 -3 Closed
HNW
565
High Note Wealth
Minnesota
– -$122 -3 Closed
HWM
566
Hemington Wealth Management
Virginia
– -$78 -2 -12%
TWD
567
True Wealth Design
Ohio
– -$82 -2 Closed
KWM
568
Kiker Wealth Management
Georgia
– -$21 -1 Closed
CCM
569
Cloud Capital Management
Washington
– +$78 +2 New
19 20 21 22
23

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.