515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Blueshift Asset Management
New Jersey
$462K
SA
302
Sanctuary Advisors
Indiana
$439K
FNFDCM
303
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$439K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$423K
MSE
305
MUFG Securities EMEA
United Kingdom
$418K
PIFP
306
Partners in Financial Planning
Virginia
$418K
FMI
307
Frec Markets Inc
California
$406K
AV
308
ASR Vermogensbeheer
Netherlands
$401K
HFAS
309
Hummer Financial Advisory Services
Illinois
$396K
SCB
310
Saudi Central Bank
Saudi Arabia
$391K
GI
311
GAMMA Investing
California
$380K
GS
312
GTS Securities
New York
$380K
SOW
313
State of Wyoming
Wyoming
$378K
AAIS
314
ABN AMRO Investment Solutions
$373K
SIP
315
Snowwater Investment Partners
Connecticut
$367K
EOJOAM
316
E. Ohman J:or Asset Management
Sweden
$366K
TSS
317
Two Sigma Securities
New York
$363K
CSP
318
Cary Street Partners
Virginia
$362K
JFG
319
Jefferies Financial Group
New York
$347K
CAM
320
CPA Asset Management
Florida
$343K
ACA
321
Ackerman Capital Advisors
Texas
$339K
BFPW
322
BOK Financial Private Wealth
Colorado
$334K
Wealthfront Advisers
323
Wealthfront Advisers
California
$331K
FC
324
Farringdon Capital
United Kingdom
$327K
NDSIB
325
North Dakota State Investment Board
North Dakota
$326K