504 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
326
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K
BEAM
327
Baker Ellis Asset Management
Washington
$314K
TTWM
328
TCV Trust & Wealth Management
Virginia
$312K
TRCT
329
Tower Research Capital (TRC)
New York
$308K
OCM
330
One Capital Management
California
$306K
MSA
331
MUFG Securities Americas
New York
$303K
Squarepoint
332
Squarepoint
New York
$300K
DS
333
DRW Securities
Illinois
$299K
LBC
334
Lowe Brockenbrough & Co
Virginia
$297K
GI
335
GAMMA Investing
California
$296K
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$296K
OAM
337
Ostrum Asset Management
France
$286K
CCIA
338
Campbell & Co Investment Adviser
Maryland
$282K
EF
339
Empowered Funds
Pennsylvania
$280K
CM
340
Capital Management
Virginia
$279K
ECM
341
Everence Capital Management
Indiana
$269K
PEAK6
342
PEAK6
Illinois
$267K
IWS
343
Integrity Wealth Solutions
Colorado
$252K
PPWM
344
PFG Private Wealth Management
Florida
$252K
IF
345
IRON Financial
Illinois
$249K
EWM
346
Empirical Wealth Management
Washington
$245K
UCFA
347
United Capital Financial Advisors
Texas
$239K
VFP
348
Verus Financial Partners
Virginia
$238K
M&T Bank
349
M&T Bank
New York
$229K
LIM
350
Leavell Investment Management
Alabama
$224K