497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 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 funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

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

Holders
497
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
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$589K
BFM
277
Boothbay Fund Management
New York
$588K
CA
278
Clearstead Advisors
Ohio
$582K
CGH
279
Crossmark Global Holdings
Texas
$575K
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$572K
PSF
281
Pacific Sun Financial
California
$570K
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$566K
GWMR
283
GC Wealth Management RIA
Massachusetts
$559K
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$557K
SRL
285
Scientech Research LLC
New Jersey
$555K
SAM
286
Securian Asset Management
Minnesota
$540K
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$538K
VIM
288
Vinva Investment Management
Australia
$537K
TMAM
289
Tokio Marine Asset Management
Japan
$529K
GIBU
290
Gulf International Bank (UK)
United Kingdom
$527K
QCG
291
Quadrant Capital Group
Ohio
$525K
IGAM
292
iA Global Asset Management
Quebec, Canada
$511K
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$507K
BIG
294
Brooklyn Investment Group
New York
$494K
FC
295
FORA Capital
Florida
$481K
KeyBank National Association
296
KeyBank National Association
Ohio
$475K
Corient Private Wealth
297
Corient Private Wealth
Florida
$471K
PIFP
298
Partners in Financial Planning
Virginia
$461K
PCM
299
Penserra Capital Management
California
$456K
VF
300
Virtu Financial
New York
$453K