518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 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: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
CGH
276
Crossmark Global Holdings
Texas
$564K
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$563K
PSF
278
Pacific Sun Financial
California
$560K
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$555K
TMAM
280
Tokio Marine Asset Management
Japan
$550K
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$546K
KWA
282
Kingswood Wealth Advisors
California
$544K
PCM
283
Penserra Capital Management
California
$536K
VRS
284
Virginia Retirement Systems
Virginia
$521K
GIBU
285
Gulf International Bank (UK)
United Kingdom
$519K
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$510K
Nomura Holdings
287
Nomura Holdings
Japan
$470K
TRCT
288
Tower Research Capital (TRC)
New York
$458K
MSE
289
MUFG Securities EMEA
United Kingdom
$454K
EI
290
Ethic Inc
New York
$454K
PIFP
291
Partners in Financial Planning
Virginia
$454K
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$446K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
293
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$436K
AV
294
ASR Vermogensbeheer
Netherlands
$428K
CSP
295
Cary Street Partners
Virginia
$428K
NDSIB
296
North Dakota State Investment Board
North Dakota
$417K
Verition Fund Management
297
Verition Fund Management
Connecticut
$414K
HFAS
298
Hummer Financial Advisory Services
Illinois
$410K
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$410K
AAIS
300
ABN AMRO Investment Solutions
$401K