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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
TCM
201
Telos Capital Management
California
$1.57M +$899 +21 +0.1%
UH
202
Unigestion Holding
Switzerland
$1.57M +$739K +17,251 +99%
M&T Bank
203
M&T Bank
New York
$1.56M -$145K -3,379 -9%
GAM
204
Gotham Asset Management
New York
$1.53M +$1.45M +33,791 New
OAM
205
OP Asset Management
$1.5M +$1.42M +33,194 New
VPIM
206
Vanguard Personalized Indexing Management
California
$1.49M -$25.9K -605 -2%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$1.48M -$286K -6,684 -17%
Mariner
208
Mariner
Kansas
$1.48M +$119K +2,781 +9%
UIC
209
Uniplan Investment Counsel
Wisconsin
$1.47M -$53.4K -1,246 -4%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$1.44M -$371K -8,663 -21%
PCM
211
Penserra Capital Management
California
$1.42M +$672K +15,692 +100%
GM
212
GeoWealth Management
Illinois
$1.38M +$214 +5 +0%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$1.37M
SLAM
214
Swiss Life Asset Management
$1.36M -$38.5K -898 -3%
ITC
215
Inspire Trust Company
Nevada
$1.36M
VWM
216
Venturi Wealth Management
Texas
$1.34M +$294K +6,873 +30%
NB
217
Norinchukin Bank
Japan
$1.34M +$117K +2,732 +10%
BCM
218
Brookstone Capital Management
Illinois
$1.33M +$3.25K +76 +0.3%
O
219
Ossiam
France
$1.33M -$290K -6,780 -19%
Nordea Investment Management
220
Nordea Investment Management
Sweden
$1.32M -$7.02K -164 -0.6%
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$1.29M +$18.6K +434 +2%
CAM
222
CPA Asset Management
Florida
$1.26M -$286K -6,690 -19%
OAM
223
Oppenheimer Asset Management
New York
$1.26M +$241K +5,634 +25%
DC
224
Davenport & Co
Virginia
$1.26M -$143K -3,331 -11%
RIM
225
Rakuten Investment Management
Japan
$1.24M +$1.19M +27,861 New

UDR Hedge Fund Activity: Q1 2025 in Review

511 of the 7,458 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.