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
NMIMC
326
Northwestern Mutual Investment Management Company
Wisconsin
$325K
Nomura Holdings
327
Nomura Holdings
Japan
$321K
Stifel Financial
328
Stifel Financial
Missouri
$318K
BBVA
329
Banco Bilbao Vizcaya Argentaria
Spain
$305K
Credit Agricole
330
Credit Agricole
France
$305K
CM
331
Capula Management
Cayman Islands
$301K
TSW
332
Thompson Siegel & Walmsley
Virginia
$301K
SFA
333
Sequoia Financial Advisors
Ohio
$300K
CIC
334
Carnegie Investment Counsel
Ohio
$296K
MWA
335
Medallion Wealth Advisors
Connecticut
$285K
MSA
336
MUFG Securities Americas
New York
$281K
HWM
337
HB Wealth Management
Georgia
$275K
SAM
338
Securian Asset Management
Minnesota
$273K
LBC
339
Lowe Brockenbrough & Co
Virginia
$270K
SCM
340
Stevens Capital Management
Pennsylvania
$256K
CM
341
Capital Management
Virginia
$253K
CIS
342
Capital International Sarl
California
$251K
MGP
343
M&G plc
United Kingdom
$246K
VSQM
344
V-Square Quantitative Management
Illinois
$245K
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
$243K
GIA
346
Gateway Investment Advisers
Ohio
$241K
AA
347
Advisory Alpha
Michigan
$238K
SC
348
Syon Capital
California
$236K
AWM
349
Aprio Wealth Management
Georgia
$236K
AFG
350
Atomi Financial Group
New York
$234K