492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Generali Asset Management
Italy
$846K
AUB
252
Atlantic Union Bankshares
Virginia
$820K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$820K
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$775K
KRS
255
Kentucky Retirement Systems
Kentucky
$773K
HWA
256
Heritage Wealth Advisors
Virginia
$742K
Osaic Holdings
257
Osaic Holdings
Arizona
$726K
NW
258
Naviter Wealth
Arkansas
$718K
DEA
259
DoubleLine ETF Adviser
Florida
$701K
AAF
260
Andra AP-fonden
Sweden
$696K
TI
261
Tidal Investments
Wisconsin
$688K
AI
262
Atria Investments
North Carolina
$661K
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$656K
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$655K
LIM
265
Longfellow Investment Management
Massachusetts
$655K
FNFDCM
266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$654K
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$646K
AAP
268
Arax Advisory Partners
Colorado
$618K
BCM
269
Bayesian Capital Management
New York
$615K
KWA
270
Kingswood Wealth Advisors
California
$606K
CAM
271
CPA Asset Management
Florida
$598K
Nomura Holdings
272
Nomura Holdings
Japan
$598K
BAMF
273
BI Asset Management Fondsmaeglerselskab
Denmark
$594K
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$589K
BFM
275
Boothbay Fund Management
New York
$588K