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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Callodine Capital Management
Massachusetts
$28.2M +$23.6M +643,925 +339%
GA
52
GRS Advisors
Illinois
$27.6M -$2.97M -80,798 -9%
Hudson Bay Capital Management
53
Hudson Bay Capital Management
Connecticut
$26.7M -$11.4M -311,158 -28%
BAMCO Inc
54
BAMCO Inc
New York
$26.1M +$28.4M +772,594 New
AMH
55
Apollo Management Holdings
New York
$25.5M -$4.82M -131,360 -15%
FGP
56
Freestone Grove Partners
California
$24.9M +$4.5M +122,456 +20%
Nuveen
57
Nuveen
North Carolina
$24.7M -$4.02M -109,594 -13%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$24.4M +$4.34M +118,127 +20%
IL
59
Investure LLC
Virginia
$23M +$6.92M +188,430 +38%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$22.9M -$88.2K -2,403 -0.4%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$22.3M +$422K +11,484 +2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$22M +$8.09M +220,384 +51%
ECM
63
ExodusPoint Capital Management
New York
$21.5M +$19.3M +524,349 +463%
Vanguard Global Advisers
64
Vanguard Global Advisers
Pennsylvania
$21.3M +$23.1M +629,115 New
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$21.1M -$544K -14,822 -2%
Canada Life
66
Canada Life
Manitoba, Canada
$21.1M -$48.8K -1,330 -0.2%
GAM
67
Gotham Asset Management
New York
$20.5M +$7.89M +214,833 +55%
Asset Management One
68
Asset Management One
Japan
$20.1M -$1.39M -37,788 -6%
Nomura Asset Management
69
Nomura Asset Management
Japan
$19.5M +$482K +13,121 +2%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$19.2M -$12.3M -335,891 -37%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$18.4M -$251K -6,839 -1%
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.3M +$1.01M +27,390 +5%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$17.5M +$2.27M +61,800 +14%
Allianz Asset Management
74
Allianz Asset Management
Germany
$16.8M -$5.33K -145 -0%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1M -$1.66M -45,167 -9%

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.