507 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
507
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
MSU
251
Mizuho Securities USA
New York
$869K
DC
252
Davenport & Co
Virginia
$866K
Verition Fund Management
253
Verition Fund Management
Connecticut
$855K
BC
254
Bridgefront Capital
Texas
$847K
GAM
255
Generali Asset Management
Italy
$846K
AUB
256
Atlantic Union Bankshares
Virginia
$820K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$820K
PS
258
Pensionfund Sabic
Netherlands
$778K
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$775K
KRS
260
Kentucky Retirement Systems
Kentucky
$773K
HWA
261
Heritage Wealth Advisors
Virginia
$742K
Osaic Holdings
262
Osaic Holdings
Arizona
$726K
NW
263
Naviter Wealth
Arkansas
$718K
DEA
264
DoubleLine ETF Adviser
Florida
$701K
AAF
265
Andra AP-fonden
Sweden
$696K
TI
266
Tidal Investments
Wisconsin
$688K
AI
267
Atria Investments
North Carolina
$661K
SA
268
Sanctuary Advisors
Indiana
$660K
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$656K
HIMCH
270
Hartford Investment Management Co (HIMCO)
Connecticut
$655K
LIM
271
Longfellow Investment Management
Massachusetts
$655K
FNFDCM
272
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$654K
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$646K
I
274
INVST
Indiana
$624K
AAP
275
Arax Advisory Partners
Colorado
$618K