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524 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, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$410K +$38.1K +1,071 +11%
AAIS
302
ABN AMRO Investment Solutions
$401K +$389K +10,932 New
GC
303
Guggenheim Capital
Illinois
$401K -$15.6K -439 -4%
SIP
304
Snowwater Investment Partners
Connecticut
$398K +$386K +10,850 New
I
305
INVST
Indiana
$397K -$211K -5,925 -35%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$392K +$245K +6,894 +182%
BFPW
307
BOK Financial Private Wealth
Colorado
$389K -$30.3K -852 -7%
UCFA
308
United Capital Financial Advisors
Texas
$388K +$148K +4,156 +65%
SFA
309
Sequoia Financial Advisors
Ohio
$378K +$366K +10,293 New
CAM
310
CPA Asset Management
Florida
$372K -$210K -5,916 -37%
ACA
311
Ackerman Capital Advisors
Texas
$369K
Wealthfront Advisers
312
Wealthfront Advisers
California
$360K -$4.2K -118 -1%
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$352K -$36 -1 -0%
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$351K +$21.5K +604 +7%
Stifel Financial
315
Stifel Financial
Missouri
$350K -$28.3K -795 -8%
PCM
316
Polymer Capital Management
New York
$346K -$1.98M -55,665 -86%
CAM
317
Cresset Asset Management
Illinois
$344K +$334K +9,388 New
GI
318
GAMMA Investing
California
$341K +$47.9K +1,347 +17%
P
319
PensionDanmark
Denmark
$334K +$324K +9,110 New
GAM
320
Groupama Asset Management
France
$331K -$33.5K -942 -9%
HFS
321
Hantz Financial Services
Michigan
$331K +$298K +8,366 +1,260%
TSW
322
Thompson Siegel & Walmsley
Virginia
$326K
DCM
323
DGS Capital Management
New Jersey
$324K +$314K +8,833 New
AC
324
AlphaCore Capital
California
$320K +$310K +8,723 New
KRSITF
325
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$319K