502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
351
Advisors Capital Management
New Jersey
$229K +$229K +5,079 New
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$222K -$3.34K -74 -1%
NP
353
NorthRock Partners
Minnesota
$221K -$12.1K -267 -5%
TBA
354
Tower Bridge Advisors
Pennsylvania
$217K
GSC
355
Ground Swell Capital
South Carolina
$214K +$214K +4,735 New
OCM
356
One Capital Management
California
$214K -$13.1K -290 -6%
JF
357
Jump Financial
Illinois
$213K +$213K +4,710 New
CA
358
Commerzbank Aktiengesellschaft
Germany
$206K +$206K +4,555 New
CCM
359
Coldstream Capital Management
Washington
$205K +$205K +4,541 New
AFG
360
Atomi Financial Group
New York
$202K +$202K +4,474 New
LS
361
Livforsakringsbolaget Skandia
Sweden
$196K
HI
362
Horizon Investments
North Carolina
$194K +$9.25K +207 +5%
WBC
363
Westpac Banking Corp
Australia
$190K -$4.47K -99 -2%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$175K +$8.2K +181 +5%
SPIA
365
Steward Partners Investment Advisory
New York
$168K -$407 -9 -0.2%
SFI
366
Siemens Fonds Invest
Germany
$164K +$164K +3,627 New
S
367
SignatureFD
Georgia
$158K -$8.94K -198 -5%
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$156K +$48.3K +1,269 +45%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$156K +$2.94K +65 +2%
ETC
370
Exchange Traded Concepts
Oklahoma
$154K +$3.57K +79 +2%
WTA
371
Washington Trust Advisors
Massachusetts
$146K
CI
372
CX Institutional
Indiana
$146K +$146K +3,222 New
AIP
373
Ameritas Investment Partners
Nebraska
$137K
ACA
374
Atlas Capital Advisors
Wyoming
$118K
WT
375
Whittier Trust
California
$98.8K