513 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 61 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: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
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
SIP
301
Snowwater Investment Partners
Connecticut
$398K
I
302
INVST
Indiana
$397K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$392K
BFPW
304
BOK Financial Private Wealth
Colorado
$389K
UCFA
305
United Capital Financial Advisors
Texas
$388K
SFA
306
Sequoia Financial Advisors
Ohio
$378K
CAM
307
CPA Asset Management
Florida
$372K
ACA
308
Ackerman Capital Advisors
Texas
$369K
Wealthfront Advisers
309
Wealthfront Advisers
California
$360K
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$352K
BBVA
311
Banco Bilbao Vizcaya Argentaria
Spain
$351K
Stifel Financial
312
Stifel Financial
Missouri
$350K
PCM
313
Polymer Capital Management
New York
$346K
CAM
314
Cresset Asset Management
Illinois
$344K
GI
315
GAMMA Investing
California
$341K
HFS
316
Hantz Financial Services
Michigan
$331K
TSW
317
Thompson Siegel & Walmsley
Virginia
$326K
DCM
318
DGS Capital Management
New Jersey
$324K
AC
319
AlphaCore Capital
California
$320K
KRSITF
320
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$319K
HSA
321
HBK Sorce Advisory
Pennsylvania
$315K
TTWM
322
TCV Trust & Wealth Management
Virginia
$307K
SAM
323
Securian Asset Management
Minnesota
$300K
National Pension Service
324
National Pension Service
South Korea
$298K
MSA
325
MUFG Securities Americas
New York
$297K