518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 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: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
GC
301
Guggenheim Capital
Illinois
$401K
SIP
302
Snowwater Investment Partners
Connecticut
$398K
I
303
INVST
Indiana
$397K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$392K
BFPW
305
BOK Financial Private Wealth
Colorado
$389K
UCFA
306
United Capital Financial Advisors
Texas
$388K
SFA
307
Sequoia Financial Advisors
Ohio
$378K
CAM
308
CPA Asset Management
Florida
$372K
ACA
309
Ackerman Capital Advisors
Texas
$369K
Wealthfront Advisers
310
Wealthfront Advisers
California
$360K
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$352K
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$351K
Stifel Financial
313
Stifel Financial
Missouri
$350K
PCM
314
Polymer Capital Management
New York
$346K
CAM
315
Cresset Asset Management
Illinois
$344K
GI
316
GAMMA Investing
California
$341K
GAM
317
Groupama Asset Management
France
$331K
HFS
318
Hantz Financial Services
Michigan
$331K
TSW
319
Thompson Siegel & Walmsley
Virginia
$326K
DCM
320
DGS Capital Management
New Jersey
$324K
AC
321
AlphaCore Capital
California
$320K
KRSITF
322
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$319K
HSA
323
HBK Sorce Advisory
Pennsylvania
$315K
TTWM
324
TCV Trust & Wealth Management
Virginia
$307K
SAM
325
Securian Asset Management
Minnesota
$300K