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524 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

3% more funds holding

Funds holding: 511524 (+13)

3% more call options, than puts

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

0.6% less ownership

Funds ownership: 100.67%100.06% (-0.6%)

10% less capital invested

Capital invested by funds: $15B → $13.5B (-$1.51B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
524
Holders Change
+13
Holders Change %
+2.54%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
71
Increased
203
Reduced
173
Closed
53
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$15.3M -368,703 -0.7%
BlackRock
2
BlackRock
New York
$1.33B -$13.1M -315,866 -1%
Norges Bank
3
Norges Bank
Norway
$1.2B +$3.98M +96,171 +0.3%
Cohen & Steers
4
Cohen & Steers
New York
$1.07B -$266M -6,434,321 -20%
State Street
5
State Street
Massachusetts
$874M +$11.7M +281,359 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$656M +$104M +2,508,419 +19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$612M +$65.3M +1,576,809 +12%
Invesco
8
Invesco
Georgia
$400M +$27M +651,686 +7%
CIM
9
Centersquare Investment Management
Pennsylvania
$365M +$20.9M +504,044 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$340M +$7.48M +180,669 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$275M -$7.03M -169,683 -2%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$213M -$80.4M -1,941,403 -27%
Charles Schwab
13
Charles Schwab
California
$191M +$9.62M +232,267 +5%
Northern Trust
14
Northern Trust
Illinois
$190M -$9.17M -221,368 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$189M -$3.4M -82,083 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$170M +$45.7M +1,103,413 +36%
UBS AM
17
UBS AM
Illinois
$153M +$24.3M +586,166 +18%
PI
18
PGGM Investments
Netherlands
$150M +$13.6M +328,117 +10%
Legal & General Group
19
Legal & General Group
United Kingdom
$134M +$7.86M +189,694 +6%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M +$78.4M +1,893,876 +151%
Morgan Stanley
21
Morgan Stanley
New York
$106M -$6.69M -161,454 -6%
N
22
Nuveen
North Carolina
$99.7M +$28.2M +682,149 +39%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$90.7M -$1.17M -28,360 -1%
Goldman Sachs
24
Goldman Sachs
New York
$90.6M -$3.05M -73,651 -3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$84.3M -$4.16M -100,565 -5%

UDR Hedge Fund Activity: Q2 2025 in Review

524 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2025, worth a combined $13.5B — down 10% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UDR positions and 53 closed out — a net gain of 18 holders — while 203 added to existing stakes and 173 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $266M.

  • 524 institutional investors held UDR (UDR) as of Q2 2025, up from 511 in Q1 2025.
  • Funds reported $13.5B of UDR stock for Q2 2025, down 10% quarter-over-quarter.
  • 71 funds opened new UDR positions in Q2 2025 and 53 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2025 was Capital Research Global Investors, an estimated $104M added.
  • The largest UDR seller in Q2 2025 was Cohen & Steers, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2025.