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UDR
UDR

Overview Fund Activity

512 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, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
6.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
70
Increased
197
Reduced
171
Closed
52
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$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
Cohen & Steers
Cohen & Steers
New York
-$263M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$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 		Shares
Change %
GAM
201
Groupama Asset Management
France
$1.73M +$1.24M +30,483 +255%
HPG
202
Harvest Portfolios Group
Ontario, Canada
$1.71M +$252K +6,179 +17%
PDN
203
Pensionfund DSM Netherlands
Netherlands
$1.64M -$122K -3,000 -7%
ITC
204
Inspire Trust Company
Nevada
$1.63M +$408K +10,000 +33%
OCBCO
205
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.62M -$2.13M -52,184 -57%
NIM
206
NEOS Investment Management
Connecticut
$1.62M +$538K +13,173 +50%
TC
207
TwinBeech Capital
New York
$1.61M +$1.61M +39,407 New
II
208
Inspire Investing
Idaho
$1.58M +$112K +2,746 +8%
KOCAA
209
Knights of Columbus Asset Advisors
Connecticut
$1.58M -$82.3K -2,015 -5%
Rafferty Asset Management
210
Rafferty Asset Management
New York
$1.56M +$220K +5,377 +16%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$1.54M -$14.5K -356 -0.9%
VPIM
212
Vanguard Personalized Indexing Management
California
$1.49M +$144K +3,521 +11%
TCM
213
Telos Capital Management
California
$1.45M +$28.3K +692 +2%
Mariner
214
Mariner
Kansas
$1.44M +$105K +2,572 +8%
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$1.43M +$1.43M +34,940 New
M&T Bank
216
M&T Bank
New York
$1.42M +$8K +196 +0.6%
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$1.42M +$306K +7,499 +28%
MOACM
218
Mutual of America Capital Management
New York
$1.41M -$17.9K -439 -1%
MM
219
MQS Management
New York
$1.37M +$1.37M +33,670 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$1.36M -$185K -4,537 -12%
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$1.35M +$178K +4,348 +15%
NB
222
Norinchukin Bank
Japan
$1.33M +$118K +2,878 +10%
GM
223
GeoWealth Management
Illinois
$1.32M +$72.3K +1,771 +6%
Truist Financial
224
Truist Financial
North Carolina
$1.31M +$1.07M +26,291 +448%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$1.31M +$6.08K +149 +0.5%
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