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482 hedge funds and large institutions have $12.2B invested in UDR in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $35.6M

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.21B)

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

4.87% less ownership

Funds ownership: 98.87%94% (-4.9%)

9% less funds holding

Funds holding: 527482 (-45)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 190

Holders
482
Holders Change
-45
Holders Change %
-8.54%
% of All Funds
5.91%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
74
Increased
150
Reduced
190
Closed
72
Calls
$43.1M
Puts
$35.6M
Net Calls
+$7.46M
Net Calls Change
+$9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.25B -$182M -4,928,271 -14%
Norges Bank
2
Norges Bank
Norway
$1.18B +$1.09B +29,452,071 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.02B -$2.18M -59,068 -0.2%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$1.02B -$27.6M -746,204 -3%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$810M -$6.61M -178,739 -0.9%
State Street
6
State Street
Massachusetts
$774M -$80.3M -2,170,438 -10%
Cohen & Steers
7
Cohen & Steers
New York
$616M -$198M -5,346,925 -26%
Invesco
8
Invesco
Georgia
$553M +$5.93M +160,205 +1%
CIM
9
Centersquare Investment Management
Pennsylvania
$368M +$31.5M +851,594 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$346M -$2.47M -66,869 -0.8%
JP Morgan Chase
11
JP Morgan Chase
New York
$251M +$19.9M +537,328 +9%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$220M +$203M +5,500,000 New
Charles Schwab
13
Charles Schwab
California
$207M +$6.39M +172,819 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$192M -$1.61M -43,509 -0.9%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$183M +$75.6M +2,045,036 +81%
Northern Trust
16
Northern Trust
Illinois
$160M -$20.8M -563,117 -12%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$146M -$29.7M -801,995 -18%
Morgan Stanley
18
Morgan Stanley
New York
$132M -$8.52M -230,332 -7%
Goldman Sachs
19
Goldman Sachs
New York
$113M +$6.07M +164,198 +6%
UBS Group
20
UBS Group
Switzerland
$99.5M +$17.1M +461,403 +23%
Nuveen
21
Nuveen
North Carolina
$94.3M +$60.3M +1,630,384 +223%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$89.7M +$964K +26,059 +1%
UBS AM
23
UBS AM
Illinois
$87.3M -$27.4M -741,739 -25%
Legal & General Group
24
Legal & General Group
United Kingdom
$78.7M -$24.9M -673,202 -25%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$77.2M -$30.8M -832,256 -30%

UDR Hedge Fund Activity: Q2 2026 in Review

482 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2026, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 72 closed out — a net gain of 2 holders — while 150 added to existing stakes and 190 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $203M. The largest seller was Cohen & Steers, cutting an estimated $198M.

  • 482 institutional investors held UDR (UDR) as of Q2 2026, down from 527 in Q1 2026.
  • Funds reported $12.2B of UDR stock for Q2 2026, up 11% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q2 2026 and 72 closed out, a net change of +2 holders.
  • The largest UDR buyer in Q2 2026 was Canada Pension Plan Investment Board, an estimated $203M added.
  • The largest UDR seller in Q2 2026 was Cohen & Steers, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2026.