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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
LPL Financial
126
LPL Financial
California
$5.02M +$360K +8,690 +8%
Holocene Advisors
127
Holocene Advisors
New York
$5.01M +$266K +6,433 +6%
TI
128
TrueMark Investments
Illinois
$5M +$5.07M +122,546 New
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$5M -$405K -9,776 -7%
Mirae Asset Global ETFs Holdings
130
Mirae Asset Global ETFs Holdings
Hong Kong
$4.95M +$2.51M +60,509 +100%
Cerity Partners
131
Cerity Partners
New York
$4.94M -$98.9K -2,389 -2%
ECM
132
Evergreen Capital Management
Washington
$4.93M +$112K +2,694 +2%
KK
133
KLP Kapitalforvaltning
Norway
$4.91M +$149K +3,600 +3%
CWM
134
CIBC World Markets
New York
$4.85M -$92.9K -2,244 -2%
IMCOOI
135
Investment Management Corp of Ontario (IMCO)
Canada
$4.8M +$4.5M +108,605 +1,221%
ERSOT
136
Employees Retirement System of Texas
Texas
$4.78M -$2.4M -58,000 -33%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$4.76M -$467K -11,270 -9%
First Trust Advisors
138
First Trust Advisors
Illinois
$4.74M +$2.75M +66,338 +133%
II
139
IFM Investors
Australia
$4.74M -$532K -12,855 -10%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$4.47M -$88.8M -2,143,217 -95%
HCM
141
HGI Capital Management
New York
$4.38M +$1.65M +39,946 +59%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$4.33M +$3.88M +93,786 +758%
HF
143
HRT Financial
New York
$4.27M +$4.33M +104,482 New
KBC Group
144
KBC Group
Belgium
$4.16M -$573K -13,833 -12%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$4.11M +$184K +4,434 +5%
SRSA
146
S.R. Schill & Associates
Washington
$3.82M +$241K +5,811 +7%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$3.78M -$49.6K -1,197 -1%
ASRS
148
Arizona State Retirement System
Arizona
$3.75M +$54.2K +1,309 +1%
AIM
149
Aurora Investment Managers
Florida
$3.75M -$13.2K -319 -0.3%
NC
150
Nekton Capital
United Kingdom
$3.7M +$3.75M +90,556 New

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.