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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$9.17M +214,209 +0.4%
BlackRock
2
BlackRock
New York
$1.49B -$16.8M -393,121 -1%
Cohen & Steers
3
Cohen & Steers
New York
$1.47B +$82.8M +1,933,308 +6%
Norges Bank
4
Norges Bank
Norway
$1.33B +$244K +5,708 +0%
State Street
5
State Street
Massachusetts
$955M +$19.1M +446,226 +2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$612M +$21.2M +494,523 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$606M +$35.6M +831,686 +7%
Invesco
8
Invesco
Georgia
$414M +$69.4M +1,619,997 +21%
CIM
9
Centersquare Investment Management
Pennsylvania
$380M -$24.4M -569,988 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$368M +$11M +257,260 +3%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$323M +$6.94M +162,185 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$312M -$1.26M -29,520 -0.4%
Northern Trust
13
Northern Trust
Illinois
$221M +$1.4M +32,693 +0.7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$213M -$1.53M -35,754 -0.8%
Charles Schwab
15
Charles Schwab
California
$200M +$2.96M +69,154 +2%
PI
16
PGGM Investments
Netherlands
$151M +$7.96M +185,843 +6%
UBS AM
17
UBS AM
Illinois
$143M -$1.59M -37,208 -1%
Legal & General Group
18
Legal & General Group
United Kingdom
$139M -$3.35M -78,216 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$138M -$179M -4,175,168 -58%
Morgan Stanley
20
Morgan Stanley
New York
$124M +$4.86M +113,585 +4%
Goldman Sachs
21
Goldman Sachs
New York
$104M -$11.2M -261,303 -10%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$102M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$102M -$1.54M -36,071 -2%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$97.8M +$587K +13,720 +0.6%
UBS Group
25
UBS Group
Switzerland
$88.5M +$105K +2,462 +0.1%

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.