515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 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:

less call options, than puts

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

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
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
OPERF
226
Oregon Public Employees Retirement Fund
Oregon
$1.16M
SBFM
227
S-Bank Fund Management
Finland
$1.16M
IGAM
228
iA Global Asset Management
Quebec, Canada
$1.13M
NB
229
Norinchukin Bank
Japan
$1.12M
Nordea Investment Management
230
Nordea Investment Management
Sweden
$1.11M
GCWM
231
Graham Capital Wealth Management
District of Columbia
$1.1M
MOACM
232
Mutual of America Capital Management
New York
$1.08M
IC
233
IEQ Capital
California
$1.08M
OAM
234
OP Asset Management
$1.06M
IIM
235
INTECH Investment Management
Florida
$1.05M
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$1.04M
GM
237
GeoWealth Management
Illinois
$1.02M
Rafferty Asset Management
238
Rafferty Asset Management
New York
$1,000K
BCM
239
Brookstone Capital Management
Illinois
$992K
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$991K
PCM
241
Polymer Capital Management
New York
$965K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$961K
SOAMC
243
Spirit of America Management Corp
New York
$958K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$953K
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$938K
TI
246
Tidal Investments
Wisconsin
$908K
Corient Private Wealth
247
Corient Private Wealth
Florida
$881K
KC
248
Kepler Cheuvreux
$857K
MM
249
MQS Management
New York
$857K
BIG
250
Brooklyn Investment Group
New York
$856K