515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
276
Longfellow Investment Management
Massachusetts
$593K
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$591K
UCFA
278
United Capital Financial Advisors
Texas
$590K
VA
279
Vident Advisory
Georgia
$588K
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$582K
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$578K
BCM
282
Bayesian Capital Management
New York
$574K
PP
283
Prudential plc
United Kingdom
$568K
PSF
284
Pacific Sun Financial
California
$536K
BA
285
Bridgewater Associates
Connecticut
$526K
DEA
286
DoubleLine ETF Adviser
Florida
$525K
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$518K
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$517K
TMAM
289
Tokio Marine Asset Management
Japan
$515K
NW
290
Naviter Wealth
Arkansas
$513K
CGH
291
Crossmark Global Holdings
Texas
$513K
KWA
292
Kingswood Wealth Advisors
California
$506K
PCM
293
Penserra Capital Management
California
$504K
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$497K
CA
295
Clearstead Advisors
Ohio
$497K
DS
296
DRW Securities
Illinois
$485K
QCG
297
Quadrant Capital Group
Ohio
$483K
HFS
298
Hantz Financial Services
Michigan
$481K
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$470K
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$467K