492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$582K
CGH
277
Crossmark Global Holdings
Texas
$575K
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$572K
PSF
279
Pacific Sun Financial
California
$570K
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$566K
GWMR
281
GC Wealth Management RIA
Massachusetts
$559K
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$557K
SRL
283
Scientech Research LLC
New Jersey
$555K
SAM
284
Securian Asset Management
Minnesota
$540K
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$538K
VIM
286
Vinva Investment Management
Australia
$537K
TMAM
287
Tokio Marine Asset Management
Japan
$529K
GIBU
288
Gulf International Bank (UK)
United Kingdom
$527K
QCG
289
Quadrant Capital Group
Ohio
$525K
IGAM
290
iA Global Asset Management
Quebec, Canada
$511K
BIG
291
Brooklyn Investment Group
New York
$494K
FC
292
FORA Capital
Florida
$481K
KeyBank National Association
293
KeyBank National Association
Ohio
$475K
Corient Private Wealth
294
Corient Private Wealth
Florida
$471K
PIFP
295
Partners in Financial Planning
Virginia
$461K
PCM
296
Penserra Capital Management
California
$456K
VF
297
Virtu Financial
New York
$453K
CSP
298
Cary Street Partners
Virginia
$453K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
299
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$445K
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$443K