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
KC
251
Kepler Cheuvreux
$857K
MM
252
MQS Management
New York
$857K
BIG
253
Brooklyn Investment Group
New York
$856K
GIBU
254
Gulf International Bank (UK)
United Kingdom
$809K
Brown Advisory
255
Brown Advisory
Maryland
$802K
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$795K
LCOV
257
London Company of Virginia
Virginia
$790K
HPG
258
Harvest Portfolios Group
Ontario, Canada
$774K
DC
259
Davenport & Co
Virginia
$749K
Osaic Holdings
260
Osaic Holdings
Arizona
$741K
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$734K
PS
262
Pensionfund Sabic
Netherlands
$706K
EI
263
Ethic Inc
New York
$698K
AI
264
Atom Investors
Texas
$690K
HP
265
Havemeyer Place
Connecticut
$684K
NAMI
266
Nomura Asset Management International
Pennsylvania
$683K
BSL
267
Blue Sparrow LLC
Delaware
$680K
GAM
268
Generali Asset Management
Italy
$674K
National Pension Service
269
National Pension Service
South Korea
$663K
HWA
270
Heritage Wealth Advisors
Virginia
$652K
TRCT
271
Tower Research Capital (TRC)
New York
$647K
MSU
272
Mizuho Securities USA
New York
$614K
AI
273
Atria Investments
North Carolina
$613K
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$612K
VC
275
VarCov Co
Connecticut
$612K