523 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 193 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 509523 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 193

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
523
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$766K
PS
252
Pensionfund Sabic
Netherlands
$766K
KRS
253
Kentucky Retirement Systems
Kentucky
$761K
OAM
254
Oppenheimer Asset Management
New York
$750K
HWA
255
Heritage Wealth Advisors
Virginia
$730K
VI
256
Versor Investments
New York
$730K
DEA
257
DoubleLine ETF Adviser
Florida
$717K
VA
258
Vident Advisory
Georgia
$706K
AUB
259
Atlantic Union Bankshares
Virginia
$690K
Osaic Holdings
260
Osaic Holdings
Arizona
$684K
TI
261
Tidal Investments
Wisconsin
$674K
Allspring Global Investments
262
Allspring Global Investments
North Carolina
$672K
KeyBank National Association
263
KeyBank National Association
Ohio
$659K
ECSS
264
Eurizon Capital SGR SpA
$658K
WorldQuant Millennium Advisors
265
WorldQuant Millennium Advisors
New York
$650K
LIM
266
Longfellow Investment Management
Massachusetts
$644K
FNFDCM
267
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$640K
HIMCH
268
Hartford Investment Management Co (HIMCO)
Connecticut
$632K
PP
269
Prudential plc
United Kingdom
$616K
SA
270
Sanctuary Advisors
Indiana
$611K
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$605K
NW
272
Naviter Wealth
Arkansas
$596K
AI
273
Atria Investments
North Carolina
$593K
CA
274
Clearstead Advisors
Ohio
$582K
BAMF
275
BI Asset Management Fondsmaeglerselskab
Denmark
$570K