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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
276
Oppenheimer Asset Management
New York
$611K -$87K -2,368 -12%
KeyBank National Association
277
KeyBank National Association
Ohio
$602K -$5.03K -137 -0.8%
AC
278
Allstate Corporation
Illinois
$595K -$950K -25,867 -60%
LIM
279
Longfellow Investment Management
Massachusetts
$593K
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$591K +$36.7K +999 +6%
UCFA
281
United Capital Financial Advisors
Texas
$590K +$253K +6,890 +65%
VA
282
Vident Advisory
Georgia
$588K -$67.8K -1,846 -10%
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$582K
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$578K +$218K +5,949 +53%
BCM
285
Bayesian Capital Management
New York
$574K +$624K +17,000 New
PP
286
Prudential plc
United Kingdom
$568K
PSF
287
Pacific Sun Financial
California
$536K +$21.3K +580 +4%
BA
288
Bridgewater Associates
Connecticut
$526K +$572K +15,573 New
DEA
289
DoubleLine ETF Adviser
Florida
$525K -$147K -3,993 -20%
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$518K
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$517K -$3.67K -100 -0.6%
TMAM
292
Tokio Marine Asset Management
Japan
$515K +$9.25K +252 +2%
NW
293
Naviter Wealth
Arkansas
$513K -$39.1K -1,064 -7%
CGH
294
Crossmark Global Holdings
Texas
$513K -$7.71K -210 -1%
KWA
295
Kingswood Wealth Advisors
California
$506K +$6.06K +165 +1%
PCM
296
Penserra Capital Management
California
$504K +$10.9K +297 +2%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$497K -$6.54K -178 -1%
CA
298
Clearstead Advisors
Ohio
$497K -$42.5K -1,157 -7%
DS
299
DRW Securities
Illinois
$485K +$303K +8,262 +136%
QCG
300
Quadrant Capital Group
Ohio
$483K -$40K -1,090 -7%