We are live on ! Find out more

525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$1.18M -$116K -3,169 -8%
M&T Bank
227
M&T Bank
New York
$1.18M -$56.4K -1,537 -4%
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 -$47K -1,281 -4%
IGAM
231
iA Global Asset Management
Quebec, Canada
$1.13M +$1.23M +33,485 New
NB
232
Norinchukin Bank
Japan
$1.12M -$15.8K -430 -1%
Nordea Investment Management
233
Nordea Investment Management
Sweden
$1.11M +$147K +3,998 +14%
GCWM
234
Graham Capital Wealth Management
District of Columbia
$1.1M -$1.1M -30,025 -48%
MOACM
235
Mutual of America Capital Management
New York
$1.08M -$11.2K -306 -0.9%
IC
236
IEQ Capital
California
$1.08M -$35.5K -966 -3%
OAM
237
OP Asset Management
$1.06M -$176K -4,780 -13%
IIM
238
INTECH Investment Management
Florida
$1.05M +$362K +9,845 +47%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$1.04M -$32.8K -892 -3%
GM
240
GeoWealth Management
Illinois
$1.02M -$82.8K -2,256 -7%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$1,000K -$341K -9,293 -24%
BCM
242
Brookstone Capital Management
Illinois
$992K -$2.02K -55 -0.2%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$991K
PCM
244
Polymer Capital Management
New York
$965K +$703K +19,134 +203%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$961K -$19.3K -526 -2%
SOAMC
246
Spirit of America Management Corp
New York
$958K -$257K -7,000 -20%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$953K +$480K +13,074 +86%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$938K +$184K +4,998 +22%
TI
249
Tidal Investments
Wisconsin
$908K +$312K +8,493 +46%
Corient Private Wealth
250
Corient Private Wealth
Florida
$881K -$855K -23,288 -47%