504 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
504
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
Nomura Holdings
276
Nomura Holdings
Japan
$598K
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$594K
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$589K
BFM
279
Boothbay Fund Management
New York
$588K
CA
280
Clearstead Advisors
Ohio
$582K
CGH
281
Crossmark Global Holdings
Texas
$575K
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$572K
PSF
283
Pacific Sun Financial
California
$570K
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$566K
GWMR
285
GC Wealth Management RIA
Massachusetts
$559K
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$557K
SRL
287
Scientech Research LLC
New Jersey
$555K
SAM
288
Securian Asset Management
Minnesota
$540K
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$538K
VIM
290
Vinva Investment Management
Australia
$537K
TMAM
291
Tokio Marine Asset Management
Japan
$529K
GIBU
292
Gulf International Bank (UK)
United Kingdom
$527K
QCG
293
Quadrant Capital Group
Ohio
$525K
IGAM
294
iA Global Asset Management
Quebec, Canada
$511K
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$507K
BIG
296
Brooklyn Investment Group
New York
$494K
FC
297
FORA Capital
Florida
$481K
KeyBank National Association
298
KeyBank National Association
Ohio
$475K
Corient Private Wealth
299
Corient Private Wealth
Florida
$471K
PIFP
300
Partners in Financial Planning
Virginia
$461K