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524 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, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$766K +$205K +5,766 +39%
PS
252
Pensionfund Sabic
Netherlands
$766K
KRS
253
Kentucky Retirement Systems
Kentucky
$761K
OAM
254
Oppenheimer Asset Management
New York
$750K -$263K -7,387 -27%
HWA
255
Heritage Wealth Advisors
Virginia
$730K
VI
256
Versor Investments
New York
$730K -$229K -6,445 -24%
DEA
257
DoubleLine ETF Adviser
Florida
$717K +$25.7K +722 +4%
VA
258
Vident Advisory
Georgia
$706K -$164K -4,600 -19%
AUB
259
Atlantic Union Bankshares
Virginia
$690K -$114K -3,195 -15%
Osaic Holdings
260
Osaic Holdings
Arizona
$684K -$29.2K -822 -4%
TI
261
Tidal Investments
Wisconsin
$674K -$2.42K -68 -0.4%
Allspring Global Investments
262
Allspring Global Investments
North Carolina
$672K +$224K +6,308 +53%
KeyBank National Association
263
KeyBank National Association
Ohio
$659K +$185K +5,211 +41%
ECSS
264
Eurizon Capital SGR SpA
$658K +$638K +17,929 New
WorldQuant Millennium Advisors
265
WorldQuant Millennium Advisors
New York
$650K -$374K -10,525 -37%
LIM
266
Longfellow Investment Management
Massachusetts
$644K
FNFDCM
267
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$640K -$3.56K -100 -0.6%
HIMCH
268
Hartford Investment Management Co (HIMCO)
Connecticut
$632K -$13.3K -375 -2%
PP
269
Prudential plc
United Kingdom
$616K +$598K +16,805 New
SA
270
Sanctuary Advisors
Indiana
$611K -$37.4K -1,052 -6%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$605K -$39.4K -1,107 -6%
NW
272
Naviter Wealth
Arkansas
$596K -$107K -3,017 -16%
AI
273
Atria Investments
North Carolina
$593K -$55.2K -1,552 -9%
CA
274
Clearstead Advisors
Ohio
$582K +$8.14K +229 +1%
BAMF
275
BI Asset Management Fondsmaeglerselskab
Denmark
$570K -$13.7K -386 -2%