We are live on ! Find out more

527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.22B -$40.1M -1,092,808 -3%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$887M +$964M +26,262,696 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$866M +$418M +11,369,070 +80%
State Street
4
State Street
Massachusetts
$728M -$13.1M -356,548 -2%
Cohen & Steers
5
Cohen & Steers
New York
$701M -$128M -3,498,285 -14%
Vanguard Capital Management
6
Vanguard Capital Management
Pennsylvania
$691M +$752M +20,470,596 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$463M -$8.53M -232,367 -2%
Invesco
8
Invesco
Georgia
$463M +$126M +3,424,869 +33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$295M +$7.13M +194,287 +2%
CIM
10
Centersquare Investment Management
Pennsylvania
$283M -$37.4M -1,019,357 -11%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$219M +$5.01M +136,398 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$192M +$86.1M +2,344,625 +70%
Charles Schwab
13
Charles Schwab
California
$169M +$2.5M +68,194 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$164M +$5.35M +145,623 +3%
Northern Trust
15
Northern Trust
Illinois
$154M +$2.3M +62,759 +1%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$150M -$27.3M -743,277 -14%
Morgan Stanley
17
Morgan Stanley
New York
$120M +$4.6M +125,341 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$118M +$115M +3,119,262 +862%
PI
19
PGGM Investments
Netherlands
$117M -$24.4M -664,352 -16%
UBS AM
20
UBS AM
Illinois
$98.9M +$107M +2,923,757 +72,930%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$93.4M -$6.42M -174,717 -6%
Goldman Sachs
22
Goldman Sachs
New York
$90.3M +$23.5K +641 +0%
Legal & General Group
23
Legal & General Group
United Kingdom
$89.3M -$22.5M -611,392 -19%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$85.7M -$79M -2,151,001 -46%
Prudential Financial
25
Prudential Financial
New Jersey
$84.8M -$34.8M -947,250 -27%

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.