514 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, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$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 -$263M
2 -$87.5M
3 -$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
Change in
Stake
State of Tennessee, Department of Treasury
51
State of Tennessee, Department of Treasury
Tennessee
$28.2M
American Century Companies
52
American Century Companies
Missouri
$26.4M
Asset Management One
53
Asset Management One
Japan
$26M
Canada Life
54
Canada Life
Manitoba, Canada
$24.1M
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$23.8M
Diamond Hill Capital Management
56
Diamond Hill Capital Management
Ohio
$23.7M
PS
57
Presima Securities
Quebec, Canada
$21.9M
Prudential Financial
58
Prudential Financial
New Jersey
$21.8M
Nomura Asset Management
59
Nomura Asset Management
Japan
$21.8M
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.7M
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$21.5M
IL
62
Investure LLC
Virginia
$20.2M
Citigroup
63
Citigroup
New York
$20M
Principal Financial Group
64
Principal Financial Group
Iowa
$19.8M
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$19.7M
Axa
66
Axa
France
$19.7M
ACM
67
AEW Capital Management
Massachusetts
$19.5M
AQR Capital Management
68
AQR Capital Management
Connecticut
$19.5M
Allianz Asset Management
69
Allianz Asset Management
Germany
$18.3M
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$17.7M
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$17.5M
Aberdeen Group
72
Aberdeen Group
United Kingdom
$16.9M
Raymond James Financial
73
Raymond James Financial
Florida
$16.5M
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$16.4M
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$15.8M