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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$15.1M -368,703 -0.7%
BlackRock
2
BlackRock
New York
$1.33B -$12.9M -315,866 -1%
Norges Bank
3
Norges Bank
Norway
$1.2B +$1.2B +29,437,105 New
Cohen & Steers
4
Cohen & Steers
New York
$1.07B -$263M -6,434,321 -20%
State Street
5
State Street
Massachusetts
$874M +$11.5M +281,359 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$656M +$102M +2,508,419 +19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$612M +$64.4M +1,576,809 +12%
Invesco
8
Invesco
Georgia
$400M +$26.6M +651,686 +7%
CIM
9
Centersquare Investment Management
Pennsylvania
$365M +$20.6M +504,044 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$340M +$7.35M +180,669 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$275M -$6.93M -169,683 -2%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$213M -$79.3M -1,941,403 -27%
Charles Schwab
13
Charles Schwab
California
$191M +$9.48M +232,267 +5%
Northern Trust
14
Northern Trust
Illinois
$190M -$9.04M -221,368 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$189M -$3.35M -82,083 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$170M +$45.1M +1,103,413 +36%
UBS AM
17
UBS AM
Illinois
$153M +$23.9M +586,166 +18%
PI
18
PGGM Investments
Netherlands
$150M +$13.4M +328,117 +10%
Legal & General Group
19
Legal & General Group
United Kingdom
$134M +$7.75M +189,694 +6%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M +$77.3M +1,893,876 +151%
Morgan Stanley
21
Morgan Stanley
New York
$106M -$6.59M -161,454 -6%
NL
22
Nuveen LLC
North Carolina
$99.7M +$27.9M +682,149 +39%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$90.7M -$1.16M -28,360 -1%
Goldman Sachs
24
Goldman Sachs
New York
$90.6M -$3.01M -73,651 -3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$84.3M -$4.11M -100,565 -5%
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