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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
351
B. Metzler seel. Sohn & Co
Germany
$243K -$28.3K -770 -10%
GIA
352
Gateway Investment Advisers
Ohio
$241K +$262K +7,145 New
AA
353
Advisory Alpha
Michigan
$238K +$259K +7,043 New
SC
354
Syon Capital
California
$236K +$9.29K +253 +4%
AWM
355
Aprio Wealth Management
Georgia
$236K +$256K +6,974 New
AFG
356
Atomi Financial Group
New York
$234K +$255K +6,937 New
TCM
357
TT Capital Management
California
$233K -$3.67K -100 -1%
OCM
358
One Capital Management
California
$231K -$39.5K -1,075 -14%
PFM
359
Patton Fund Management
Texas
$229K +$21.6K +588 +9%
IWS
360
Integrity Wealth Solutions
Colorado
$229K
Royal London Asset Management
361
Royal London Asset Management
United Kingdom
$226K -$5.69M -154,897 -96%
GC
362
Guggenheim Capital
Illinois
$224K -$158K -4,304 -39%
D.E. Shaw & Co
363
D.E. Shaw & Co
New York
$221K +$240K +6,543 New
VFP
364
Verus Financial Partners
Virginia
$219K
IF
365
IRON Financial
Illinois
$214K -$4.99K -136 -2%
AA
366
ALPS Advisors
Colorado
$211K +$3.12K +85 +1%
WCM
367
Winebrenner Capital Management
Kentucky
$203K +$404 +11 +0.2%
OAM
368
Ostrum Asset Management
France
$198K +$3.12K +85 +1%
CIAM
369
Caitong International Asset Management
Hong Kong
$194K +$177K +4,812 +521%
AAP
370
Arax Advisory Partners
Colorado
$188K +$2.94K +80 +1%
TE
371
Tema ETFs
New York
$183K +$1.03K +28 +0.5%
CTC
372
Cetera Trust Company
Minnesota
$176K -$6.43K -175 -3%
CPCPP
373
Canada Post Corporation Pension Plan
Canada
$167K
HI
374
Horizon Investments
North Carolina
$167K +$7.42K +202 +4%
GFM
375
GF Fund Management
China
$161K -$17K -463 -9%