We are live on ! Find out more

524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
226
Knights of Columbus Asset Advisors
Connecticut
$1.28M -$90.9K -2,556 -7%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$1.26M +$3.56K +100 +0.3%
NB
228
Norinchukin Bank
Japan
$1.23M +$33K +927 +3%
IC
229
IEQ Capital
California
$1.2M -$1.44M -40,479 -55%
GM
230
GeoWealth Management
Illinois
$1.19M -$23.9K -671 -2%
MOACM
231
Mutual of America Capital Management
New York
$1.18M -$13.9K -392 -1%
1832 Asset Management
232
1832 Asset Management
Ontario, Canada
$1.17M -$29.3K -824 -3%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$1.17M -$18.5K -520 -2%
BCM
234
Brookstone Capital Management
Illinois
$1.08M +$1.96K +55 +0.2%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$1.08M
Nordea Investment Management
236
Nordea Investment Management
Sweden
$1.07M -$194K -5,451 -16%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$1.06M -$96K -2,700 -9%
Squarepoint
238
Squarepoint
New York
$983K +$667K +18,746 +233%
KC
239
Kepler Cheuvreux
$946K -$451K -12,680 -33%
Brown Advisory
240
Brown Advisory
Maryland
$871K
TRSOTSOK
241
Teachers Retirement System of the State of Kentucky
Kentucky
$864K
LCOV
242
London Company of Virginia
Virginia
$857K
BIG
243
Brooklyn Investment Group
New York
$839K +$382K +10,734 +88%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$835K +$70.1K +1,970 +9%
HPG
245
Harvest Portfolios Group
Ontario, Canada
$824K -$405K -11,376 -34%
DC
246
Davenport & Co
Virginia
$820K -$31.2K -878 -4%
MSU
247
Mizuho Securities USA
New York
$798K -$2.24K -63 -0.3%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$786K -$20.5K -577 -3%
IIM
249
INTECH Investment Management
Florida
$775K -$87K -2,447 -10%
GAM
250
Generali Asset Management
Italy
$770K -$60.8K -1,709 -8%