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510 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $6.56M | Put options by funds: $7.12M

3% less funds holding

Funds holding: 524510 (-14)

8.69% less ownership

Funds ownership: 100.06%91.38% (-8.7%)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 204

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
510
Holders Change
-14
Holders Change %
-2.67%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
50
Increased
172
Reduced
204
Closed
58
Calls
$6.56M
Puts
$7.12M
Net Calls
-$561K
Net Calls Change
-$670K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B -$14M -358,592 -0.7%
BlackRock
2
BlackRock
New York
$1.22B +$6.05M +155,173 +0.5%
Cohen & Steers
3
Cohen & Steers
New York
$989M +$17.6M +451,174 +2%
State Street
4
State Street
Massachusetts
$816M +$18.6M +477,618 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$589M +$31.6M +809,843 +5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$540M -$61.5M -1,576,370 -10%
Invesco
7
Invesco
Georgia
$384M +$19.9M +509,196 +5%
CIM
8
Centersquare Investment Management
Pennsylvania
$328M -$5.11M -130,915 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$315M +$4.34M +111,371 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$245M -$5.89M -151,074 -2%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$206M +$11.7M +299,745 +6%
Charles Schwab
12
Charles Schwab
California
$176M +$1.75M +44,992 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$172M -$695K -17,825 -0.4%
Northern Trust
14
Northern Trust
Illinois
$170M -$4.2M -107,668 -2%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$163M +$47.5M +1,217,199 +39%
Prudential Financial
16
Prudential Financial
New Jersey
$149M +$137M +3,511,963 +707%
PI
17
PGGM Investments
Netherlands
$148M +$11.8M +301,583 +8%
JP Morgan Chase
18
JP Morgan Chase
New York
$140M -$15.4M -395,402 -10%
Legal & General Group
19
Legal & General Group
United Kingdom
$115M -$7.28M -186,576 -6%
Morgan Stanley
20
Morgan Stanley
New York
$104M +$8.42M +215,775 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$79.1M -$3.82M -97,999 -4%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$78M +$1.18M +30,242 +1%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$75.4M +$78.9M +2,023,778 New
AAMU
24
APG Asset Management US
New York
$60.8M
Goldman Sachs
25
Goldman Sachs
New York
$58.5M -$25.2M -647,228 -29%

UDR Hedge Fund Activity: Q3 2025 in Review

510 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2025, worth a combined $11.3B — down 17% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UDR and 50 opened new positions — a net loss of 8 holders — while 204 trimmed existing stakes and 172 added.

The largest buyer was Prudential Financial, adding an estimated $137M. The largest seller was UBS AM, cutting an estimated $146M.

  • 510 institutional investors held UDR (UDR) as of Q3 2025, down from 524 in Q2 2025.
  • Funds reported $11.3B of UDR stock for Q3 2025, down 17% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q3 2025 and 58 closed out, a net change of -8 holders.
  • The largest UDR buyer in Q3 2025 was Prudential Financial, an estimated $137M added.
  • The largest UDR seller in Q3 2025 was UBS AM, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2025.