518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 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: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
KRS
251
Kentucky Retirement Systems
Kentucky
$761K
OAM
252
Oppenheimer Asset Management
New York
$750K
HWA
253
Heritage Wealth Advisors
Virginia
$730K
VI
254
Versor Investments
New York
$730K
DEA
255
DoubleLine ETF Adviser
Florida
$717K
VA
256
Vident Advisory
Georgia
$706K
AUB
257
Atlantic Union Bankshares
Virginia
$690K
Osaic Holdings
258
Osaic Holdings
Arizona
$684K
TI
259
Tidal Investments
Wisconsin
$674K
Allspring Global Investments
260
Allspring Global Investments
North Carolina
$672K
KeyBank National Association
261
KeyBank National Association
Ohio
$659K
ECSS
262
Eurizon Capital SGR SpA
$658K
WorldQuant Millennium Advisors
263
WorldQuant Millennium Advisors
New York
$650K
LIM
264
Longfellow Investment Management
Massachusetts
$644K
FNFDCM
265
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$640K
HIMCH
266
Hartford Investment Management Co (HIMCO)
Connecticut
$632K
PP
267
Prudential plc
United Kingdom
$616K
SA
268
Sanctuary Advisors
Indiana
$611K
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$605K
NW
270
Naviter Wealth
Arkansas
$596K
AI
271
Atria Investments
North Carolina
$593K
CA
272
Clearstead Advisors
Ohio
$582K
BAMF
273
BI Asset Management Fondsmaeglerselskab
Denmark
$570K
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$565K
QCG
275
Quadrant Capital Group
Ohio
$564K