504 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
504
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
Verition Fund Management
251
Verition Fund Management
Connecticut
$855K
BC
252
Bridgefront Capital
Texas
$847K
GAM
253
Generali Asset Management
Italy
$846K
AUB
254
Atlantic Union Bankshares
Virginia
$820K
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$820K
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$775K
KRS
257
Kentucky Retirement Systems
Kentucky
$773K
HWA
258
Heritage Wealth Advisors
Virginia
$742K
Osaic Holdings
259
Osaic Holdings
Arizona
$726K
NW
260
Naviter Wealth
Arkansas
$718K
DEA
261
DoubleLine ETF Adviser
Florida
$701K
AAF
262
Andra AP-fonden
Sweden
$696K
TI
263
Tidal Investments
Wisconsin
$688K
AI
264
Atria Investments
North Carolina
$661K
SA
265
Sanctuary Advisors
Indiana
$660K
Pathstone Holdings
266
Pathstone Holdings
New Jersey
$656K
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$655K
LIM
268
Longfellow Investment Management
Massachusetts
$655K
FNFDCM
269
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$654K
Robeco Institutional Asset Management
270
Robeco Institutional Asset Management
Netherlands
$646K
I
271
INVST
Indiana
$624K
AAP
272
Arax Advisory Partners
Colorado
$618K
BCM
273
Bayesian Capital Management
New York
$615K
KWA
274
Kingswood Wealth Advisors
California
$606K
CAM
275
CPA Asset Management
Florida
$598K