523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-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
523
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
OAM
276
Oppenheimer Asset Management
New York
$611K
KeyBank National Association
277
KeyBank National Association
Ohio
$602K
AC
278
Allstate Corporation
Illinois
$595K
LIM
279
Longfellow Investment Management
Massachusetts
$593K
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$591K
UCFA
281
United Capital Financial Advisors
Texas
$590K
VA
282
Vident Advisory
Georgia
$588K
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$582K
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$578K
BCM
285
Bayesian Capital Management
New York
$574K
PP
286
Prudential plc
United Kingdom
$568K
PSF
287
Pacific Sun Financial
California
$536K
BA
288
Bridgewater Associates
Connecticut
$526K
DEA
289
DoubleLine ETF Adviser
Florida
$525K
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$518K
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$517K
TMAM
292
Tokio Marine Asset Management
Japan
$515K
NW
293
Naviter Wealth
Arkansas
$513K
CGH
294
Crossmark Global Holdings
Texas
$513K
KWA
295
Kingswood Wealth Advisors
California
$506K
PCM
296
Penserra Capital Management
California
$504K
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$497K
CA
298
Clearstead Advisors
Ohio
$497K
DS
299
DRW Securities
Illinois
$485K
QCG
300
Quadrant Capital Group
Ohio
$483K