523 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, 193 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 509523 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
523
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
276
Louisiana State Employees Retirement System
Louisiana
$565K
QCG
277
Quadrant Capital Group
Ohio
$564K
CGH
278
Crossmark Global Holdings
Texas
$564K
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$563K
PSF
280
Pacific Sun Financial
California
$560K
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$555K
TMAM
282
Tokio Marine Asset Management
Japan
$550K
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$546K
KWA
284
Kingswood Wealth Advisors
California
$544K
PCM
285
Penserra Capital Management
California
$536K
VRS
286
Virginia Retirement Systems
Virginia
$521K
GIBU
287
Gulf International Bank (UK)
United Kingdom
$519K
NMERB
288
New Mexico Educational Retirement Board
New Mexico
$510K
Nomura Holdings
289
Nomura Holdings
Japan
$470K
TRCT
290
Tower Research Capital (TRC)
New York
$458K
MSE
291
MUFG Securities EMEA
United Kingdom
$454K
EI
292
Ethic Inc
New York
$454K
PIFP
293
Partners in Financial Planning
Virginia
$454K
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$446K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
295
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$436K
AV
296
ASR Vermogensbeheer
Netherlands
$428K
CSP
297
Cary Street Partners
Virginia
$428K
NDSIB
298
North Dakota State Investment Board
North Dakota
$417K
Verition Fund Management
299
Verition Fund Management
Connecticut
$414K
HFAS
300
Hummer Financial Advisory Services
Illinois
$410K