514 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, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$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 -$263M
2 -$87.5M
3 -$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
Change in
Stake
GAM
201
Groupama Asset Management
France
$1.73M
HPG
202
Harvest Portfolios Group
Ontario, Canada
$1.71M
PDN
203
Pensionfund DSM Netherlands
Netherlands
$1.64M
ITC
204
Inspire Trust Company
Nevada
$1.63M
OCBCO
205
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.62M
NIM
206
NEOS Investment Management
Connecticut
$1.62M
TC
207
TwinBeech Capital
New York
$1.61M
II
208
Inspire Investing
Idaho
$1.58M
KOCAA
209
Knights of Columbus Asset Advisors
Connecticut
$1.58M
Rafferty Asset Management
210
Rafferty Asset Management
New York
$1.56M
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$1.54M
VPIM
212
Vanguard Personalized Indexing Management
California
$1.49M
TCM
213
Telos Capital Management
California
$1.45M
Mariner
214
Mariner
Kansas
$1.44M
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$1.43M
M&T Bank
216
M&T Bank
New York
$1.42M
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$1.42M
MOACM
218
Mutual of America Capital Management
New York
$1.41M
MM
219
MQS Management
New York
$1.37M
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$1.36M
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$1.35M
NB
222
Norinchukin Bank
Japan
$1.33M
GM
223
GeoWealth Management
Illinois
$1.32M
Truist Financial
224
Truist Financial
North Carolina
$1.31M
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$1.31M