502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$632K -$13.5K -300 -2%
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$625K -$28.6K -632 -4%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$612K -$2.67K -59 -0.4%
SCM
279
Stevens Capital Management
Pennsylvania
$602K +$602K +13,328 New
Allspring Global Investments
280
Allspring Global Investments
North Carolina
$600K +$1.36K +30 +0.2%
GLF
281
Groupe la Francaise
France
$578K +$578K +13,076 New
VIM
282
Vinva Investment Management
Australia
$562K +$195K +4,379 +53%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$559K +$1.31K +29 +0.2%
PIFP
284
Partners in Financial Planning
Virginia
$559K
Aviva
285
Aviva
United Kingdom
$554K -$3.3K -73 -0.6%
CSP
286
Cary Street Partners
Virginia
$545K -$76.2K -1,686 -12%
AV
287
ASR Vermogensbeheer
Netherlands
$536K +$536K +11,862 New
GAM
288
Groupama Asset Management
France
$533K +$533K +11,959 New
HFAS
289
Hummer Financial Advisory Services
Illinois
$529K +$9.76K +216 +2%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$523K +$38K +842 +8%
TRCT
291
Tower Research Capital (TRC)
New York
$516K -$559K -12,316 -52%
QC
292
Quantessence Capital
New York
$511K +$511K +11,321 New
Corient Private Wealth
293
Corient Private Wealth
Florida
$500K -$89.5K -1,982 -15%
PSF
294
Pacific Sun Financial
California
$495K +$23.3K +515 +5%
TMAM
295
Tokio Marine Asset Management
Japan
$479K
GWMR
296
GC Wealth Management RIA
Massachusetts
$454K +$43.5K +963 +11%
ACA
297
Ackerman Capital Advisors
Texas
$454K
HSA
298
HBK Sorce Advisory
Pennsylvania
$445K -$1.13K -25 -0.3%
Stifel Financial
299
Stifel Financial
Missouri
$443K -$13.7K -303 -3%
NMIMC
300
Northwestern Mutual Investment Management Company
Wisconsin
$433K +$1.9K +42 +0.4%