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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$565K -$14.2K -400 -3%
QCG
277
Quadrant Capital Group
Ohio
$564K +$45.9K +1,291 +9%
CGH
278
Crossmark Global Holdings
Texas
$564K -$1.46K -41 -0.3%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$563K
PSF
280
Pacific Sun Financial
California
$560K -$1.14K -32 -0.2%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$555K +$7.18K +202 +1%
TMAM
282
Tokio Marine Asset Management
Japan
$550K +$28K +787 +6%
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$546K -$11K -308 -2%
KWA
284
Kingswood Wealth Advisors
California
$544K -$51.7K -1,453 -9%
PCM
285
Penserra Capital Management
California
$536K +$84.5K +2,375 +19%
VRS
286
Virginia Retirement Systems
Virginia
$521K -$11.8M -330,900 -96%
GIBU
287
Gulf International Bank (UK)
United Kingdom
$519K
NMERB
288
New Mexico Educational Retirement Board
New Mexico
$510K +$10.7K +300 +2%
Nomura Holdings
289
Nomura Holdings
Japan
$470K -$115K -3,243 -20%
TRCT
290
Tower Research Capital (TRC)
New York
$458K +$150K +4,215 +51%
MSE
291
MUFG Securities EMEA
United Kingdom
$454K +$235K +6,604 +114%
EI
292
Ethic Inc
New York
$454K +$440K +12,374 New
PIFP
293
Partners in Financial Planning
Virginia
$454K
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$446K +$12.8K +360 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
295
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$436K -$1.71K -48 -0.4%
AV
296
ASR Vermogensbeheer
Netherlands
$428K -$3.63K -102 -0.9%
CSP
297
Cary Street Partners
Virginia
$428K -$17.3K -487 -4%
NDSIB
298
North Dakota State Investment Board
North Dakota
$417K +$404K +11,356 New
Verition Fund Management
299
Verition Fund Management
Connecticut
$414K -$415K -11,670 -51%
HFAS
300
Hummer Financial Advisory Services
Illinois
$410K -$19.2K -540 -5%