507 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$475K
Corient Private Wealth
302
Corient Private Wealth
Florida
$471K
PIFP
303
Partners in Financial Planning
Virginia
$461K
PCM
304
Penserra Capital Management
California
$456K
VF
305
Virtu Financial
New York
$453K
CSP
306
Cary Street Partners
Virginia
$453K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$445K
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$443K
AV
309
ASR Vermogensbeheer
Netherlands
$439K
HFAS
310
Hummer Financial Advisory Services
Illinois
$437K
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$437K
BFPW
312
BOK Financial Private Wealth
Colorado
$427K
GC
313
Guggenheim Capital
Illinois
$424K
Jane Street
314
Jane Street
New York
$410K
Stifel Financial
315
Stifel Financial
Missouri
$385K
SC
316
SummitTX Capital
Texas
$384K
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$376K
ACA
318
Ackerman Capital Advisors
Texas
$374K
CCM
319
Callodine Capital Management
Massachusetts
$373K
GAM
320
Groupama Asset Management
France
$372K
Wealthfront Advisers
321
Wealthfront Advisers
California
$370K
NMIMC
322
Northwestern Mutual Investment Management Company
Wisconsin
$358K
UBS AM
323
UBS AM
Illinois
$357K
Bessemer Group
324
Bessemer Group
New Jersey
$354K
HSA
325
HBK Sorce Advisory
Pennsylvania
$339K