523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4.59% less ownership

Funds ownership: 103.45%98.86% (-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
523
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$1.18M
M&T Bank
227
M&T Bank
New York
$1.18M
KOCAA
228
Knights of Columbus Asset Advisors
Connecticut
$1.17M
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$1.16M
SBFM
230
S-Bank Fund Management
Finland
$1.16M
IGAM
231
iA Global Asset Management
Quebec, Canada
$1.13M
NB
232
Norinchukin Bank
Japan
$1.12M
Nordea Investment Management
233
Nordea Investment Management
Sweden
$1.11M
GCWM
234
Graham Capital Wealth Management
District of Columbia
$1.1M
MOACM
235
Mutual of America Capital Management
New York
$1.08M
IC
236
IEQ Capital
California
$1.08M
OAM
237
OP Asset Management
$1.06M
IIM
238
INTECH Investment Management
Florida
$1.05M
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$1.04M
GM
240
GeoWealth Management
Illinois
$1.02M
Rafferty Asset Management
241
Rafferty Asset Management
New York
$1,000K
BCM
242
Brookstone Capital Management
Illinois
$992K
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$991K
PCM
244
Polymer Capital Management
New York
$965K
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$961K
SOAMC
246
Spirit of America Management Corp
New York
$958K
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$953K
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$938K
TI
249
Tidal Investments
Wisconsin
$908K
Corient Private Wealth
250
Corient Private Wealth
Florida
$881K