523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
523
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
Wealthfront Advisers
326
Wealthfront Advisers
California
$331K
FC
327
Farringdon Capital
United Kingdom
$327K
NDSIB
328
North Dakota State Investment Board
North Dakota
$326K
NMIMC
329
Northwestern Mutual Investment Management Company
Wisconsin
$325K
Nomura Holdings
330
Nomura Holdings
Japan
$321K
Stifel Financial
331
Stifel Financial
Missouri
$318K
GAM
332
Groupama Asset Management
France
$313K
BBVA
333
Banco Bilbao Vizcaya Argentaria
Spain
$305K
Credit Agricole
334
Credit Agricole
France
$305K
CM
335
Capula Management
Cayman Islands
$301K
TSW
336
Thompson Siegel & Walmsley
Virginia
$301K
SFA
337
Sequoia Financial Advisors
Ohio
$300K
CIC
338
Carnegie Investment Counsel
Ohio
$296K
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$294K
MWA
340
Medallion Wealth Advisors
Connecticut
$285K
MSA
341
MUFG Securities Americas
New York
$281K
HWM
342
HB Wealth Management
Georgia
$275K
SAM
343
Securian Asset Management
Minnesota
$273K
LBC
344
Lowe Brockenbrough & Co
Virginia
$270K
SCM
345
Stevens Capital Management
Pennsylvania
$256K
CM
346
Capital Management
Virginia
$253K
CIS
347
Capital International Sarl
California
$251K
MGP
348
M&G plc
United Kingdom
$246K
VSQM
349
V-Square Quantitative Management
Illinois
$245K
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$243K