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UDR
UDR

Overview Fund Activity

502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
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
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.47B
2
NL
2
Nuveen LLC
North Carolina
$79.5M
3
Invesco
3
Invesco
Georgia
$414M
4
WP
4
Woodline Partners
California
$64.2M
5
HRES
5
Heitman Real Estate Securities
Illinois
$39.7M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$138M
3
Prudential Financial
3
Prudential Financial
New Jersey
$41.4M
4
WCP
4
Waterfront Capital Partners
New York
$0
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B 51,023,940 +214,209 +0.4%
BlackRock
2
BlackRock
New York
$1.49B 32,930,153 -393,121 -1%
Cohen & Steers
3
Cohen & Steers
New York
$1.47B 32,522,583 +1,933,308 +6%
State Street
4
State Street
Massachusetts
$955M 21,135,929 +446,226 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$612M 13,554,643 +494,523 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$606M 13,424,144 +831,686 +7%
Invesco
7
Invesco
Georgia
$414M 9,155,231 +1,619,997 +21%
CIM
8
Centersquare Investment Management
Pennsylvania
$380M 8,423,229 -569,988 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$368M 8,181,411 +257,260 +3%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$323M 7,160,287 +162,185 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$312M 6,896,625 -29,520 -0.4%
Northern Trust
12
Northern Trust
Illinois
$221M 4,886,672 +32,693 +0.7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$213M 4,721,278 -35,754 -0.8%
Charles Schwab
14
Charles Schwab
California
$200M 4,436,208 +69,154 +2%
PI
15
PGGM Investments
Netherlands
$151M 3,349,655 +185,843 +6%
UBS AM
16
UBS AM
Illinois
$143M 3,170,212 -37,208 -1%
Legal & General Group
17
Legal & General Group
United Kingdom
$139M 3,086,841 -78,216 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$138M 3,056,109 -4,175,168 -58%
Morgan Stanley
19
Morgan Stanley
New York
$124M 2,747,521 +113,585 +4%
Goldman Sachs
20
Goldman Sachs
New York
$104M 2,291,729 -261,303 -10%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$102M 2,252,717 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$102M 2,248,597 -36,071 -2%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$97.8M 2,164,207 +13,720 +0.6%
UBS Group
24
UBS Group
Switzerland
$88.5M 1,960,083 +2,462 +0.1%
NL
25
Nuveen LLC
North Carolina
$79.5M 1,759,719 +1,759,719 New
1
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