523 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 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: $ → $

3% more funds holding

Funds holding: 509523 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
523
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
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$410K
AAIS
302
ABN AMRO Investment Solutions
$401K
GC
303
Guggenheim Capital
Illinois
$401K
SIP
304
Snowwater Investment Partners
Connecticut
$398K
I
305
INVST
Indiana
$397K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$392K
BFPW
307
BOK Financial Private Wealth
Colorado
$389K
UCFA
308
United Capital Financial Advisors
Texas
$388K
SFA
309
Sequoia Financial Advisors
Ohio
$378K
CAM
310
CPA Asset Management
Florida
$372K
ACA
311
Ackerman Capital Advisors
Texas
$369K
Wealthfront Advisers
312
Wealthfront Advisers
California
$360K
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$352K
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$351K
Stifel Financial
315
Stifel Financial
Missouri
$350K
PCM
316
Polymer Capital Management
New York
$346K
CAM
317
Cresset Asset Management
Illinois
$344K
GI
318
GAMMA Investing
California
$341K
GAM
319
Groupama Asset Management
France
$331K
HFS
320
Hantz Financial Services
Michigan
$331K
TSW
321
Thompson Siegel & Walmsley
Virginia
$326K
DCM
322
DGS Capital Management
New Jersey
$324K
AC
323
AlphaCore Capital
California
$320K
KRSITF
324
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$319K
HSA
325
HBK Sorce Advisory
Pennsylvania
$315K