523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
523
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
HFS
301
Hantz Financial Services
Michigan
$481K
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$470K
Allspring Global Investments
303
Allspring Global Investments
North Carolina
$467K
BAM
304
Blueshift Asset Management
New Jersey
$462K
SA
305
Sanctuary Advisors
Indiana
$439K
FNFDCM
306
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$439K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$423K
MSE
308
MUFG Securities EMEA
United Kingdom
$418K
PIFP
309
Partners in Financial Planning
Virginia
$418K
FMI
310
Frec Markets Inc
California
$406K
AV
311
ASR Vermogensbeheer
Netherlands
$401K
HFAS
312
Hummer Financial Advisory Services
Illinois
$396K
SCB
313
Saudi Central Bank
Saudi Arabia
$391K
GI
314
GAMMA Investing
California
$380K
GS
315
GTS Securities
New York
$380K
SOW
316
State of Wyoming
Wyoming
$378K
AAIS
317
ABN AMRO Investment Solutions
$373K
SIP
318
Snowwater Investment Partners
Connecticut
$367K
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$366K
TSS
320
Two Sigma Securities
New York
$363K
CSP
321
Cary Street Partners
Virginia
$362K
JFG
322
Jefferies Financial Group
New York
$347K
CAM
323
CPA Asset Management
Florida
$343K
ACA
324
Ackerman Capital Advisors
Texas
$339K
BFPW
325
BOK Financial Private Wealth
Colorado
$334K