515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
251
Gulf International Bank (UK)
United Kingdom
$809K
Brown Advisory
252
Brown Advisory
Maryland
$802K
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$795K
LCOV
254
London Company of Virginia
Virginia
$790K
HPG
255
Harvest Portfolios Group
Ontario, Canada
$774K
DC
256
Davenport & Co
Virginia
$749K
Osaic Holdings
257
Osaic Holdings
Arizona
$741K
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$734K
PS
259
Pensionfund Sabic
Netherlands
$706K
EI
260
Ethic Inc
New York
$698K
AI
261
Atom Investors
Texas
$690K
HP
262
Havemeyer Place
Connecticut
$684K
NAMI
263
Nomura Asset Management International
Pennsylvania
$683K
BSL
264
Blue Sparrow LLC
Delaware
$680K
GAM
265
Generali Asset Management
Italy
$674K
National Pension Service
266
National Pension Service
South Korea
$663K
HWA
267
Heritage Wealth Advisors
Virginia
$652K
TRCT
268
Tower Research Capital (TRC)
New York
$647K
MSU
269
Mizuho Securities USA
New York
$614K
AI
270
Atria Investments
North Carolina
$613K
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$612K
VC
272
VarCov Co
Connecticut
$612K
OAM
273
Oppenheimer Asset Management
New York
$611K
KeyBank National Association
274
KeyBank National Association
Ohio
$602K
AC
275
Allstate Corporation
Illinois
$595K