514 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, 192 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: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

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

Holders
514
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
MSA
326
MUFG Securities Americas
New York
$297K
LBC
327
Lowe Brockenbrough & Co
Virginia
$293K
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$292K
OCM
329
One Capital Management
California
$290K
FMI
330
Frec Markets Inc
California
$277K
CM
331
Capital Management
Virginia
$275K
HWM
332
HB Wealth Management
Georgia
$271K
VSQM
333
V-Square Quantitative Management
Illinois
$267K
ECM
334
Everence Capital Management
Indiana
$265K
CIC
335
Carnegie Investment Counsel
Ohio
$257K
TCM
336
TT Capital Management
California
$257K
IWS
337
Integrity Wealth Solutions
Colorado
$248K
SC
338
Syon Capital
California
$247K
BC
339
Bridgefront Capital
Texas
$245K
PEAK6
340
PEAK6
Illinois
$244K
IF
341
IRON Financial
Illinois
$238K
VFP
342
Verus Financial Partners
Virginia
$237K
MB
343
MidFirst Bank
Oklahoma
$236K
PFM
344
Patton Fund Management
Texas
$227K
AA
345
ALPS Advisors
Colorado
$226K
AHL
346
Abel Hall LLC
Louisiana
$226K
DS
347
DRW Securities
Illinois
$223K
WCM
348
Winebrenner Capital Management
Kentucky
$220K
CWM
349
Chesapeake Wealth Management
Virginia
$215K
CCM
350
Coldstream Capital Management
Washington
$214K