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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: 69 (+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: 511511 (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
Name Holding Trade Value Shares
Change
Change in
Stake
II
126
IFM Investors
Australia
$5.83M -$423K -9,870 -7%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$5.78M -$5.88M -137,268 -52%
PHAM
128
Pacific Heights Asset Management
California
$5.65M
Cerity Partners
129
Cerity Partners
New York
$5.57M -$30.7K -717 -0.6%
CWM
130
CIBC World Markets
New York
$5.47M -$613K -14,323 -11%
ECM
131
Evergreen Capital Management
Washington
$5.34M -$327K -7,647 -6%
American Century Companies
132
American Century Companies
Missouri
$5.33M +$246K +5,752 +5%
KK
133
KLP Kapitalforvaltning
Norway
$5.27M +$21.4K +500 +0.4%
Holocene Advisors
134
Holocene Advisors
New York
$5.26M -$21K -490 -0.4%
KBC Group
135
KBC Group
Belgium
$5.23M -$7.22M -168,612 -59%
LPL Financial
136
LPL Financial
California
$5.16M +$151K +3,525 +3%
Adage Capital Partners
137
Adage Capital Partners
Massachusetts
$5.11M -$5.46M -127,474 -53%
DA
138
Dover Advisors
Virginia
$4.56M -$2.4K -56 -0.1%
SMDAM
139
Sumitomo Mitsui DS Asset Management
Japan
$4.34M +$36.1K +843 +0.9%
NFT
140
Nan Fung Trinity
Hong Kong
$4.28M +$158K +3,700 +4%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$4.24M +$35.2K +822 +0.9%
AIM
142
Aurora Investment Managers
Florida
$4.16M +$45.7K +1,068 +1%
OCBCO
143
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.15M -$3.65M -85,159 -48%
Victory Capital Management
144
Victory Capital Management
Texas
$4.1M -$416K -9,717 -10%
ASRS
145
Arizona State Retirement System
Arizona
$4.09M -$14.5K -338 -0.4%
SRSA
146
S.R. Schill & Associates
Washington
$3.96M +$3.76M +87,742 New
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$3.88M
SC
148
SummitTX Capital
Texas
$3.84M +$3.64M +85,108 New
Fidelity International
149
Fidelity International
Bermuda
$3.81M +$198K +4,617 +6%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$3.7M -$1.63M -38,000 -32%

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.