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
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$224K
WCM
352
Winebrenner Capital Management
Kentucky
$224K
CWM
353
Chesapeake Wealth Management
Virginia
$218K
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$217K
MSE
355
MUFG Securities EMEA
United Kingdom
$215K
AG
356
AlTi Global
New York
$213K
CTC
357
Cetera Trust Company
Minnesota
$213K
US Bancorp
358
US Bancorp
Minnesota
$208K
National Pension Service
359
National Pension Service
South Korea
$203K
TE
360
Tema ETFs
New York
$201K
GFM
361
GF Fund Management
China
$196K
QL
362
Quarry LP
New York
$195K
VI
363
Vestcor Inc
New Brunswick, Canada
$174K
HI
364
Horizon Investments
North Carolina
$171K
LS
365
Livforsakringsbolaget Skandia
Sweden
$161K
SFI
366
Siemens Fonds Invest
Germany
$160K
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$154K
PA
368
Parallel Advisors
California
$145K
WBC
369
Westpac Banking Corp
Australia
$143K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$141K
S
371
SignatureFD
Georgia
$133K
ASN
372
Advisory Services Network
Georgia
$132K
SPIA
373
Steward Partners Investment Advisory
New York
$124K
CPCPP
374
Canada Post Corporation Pension Plan
Canada
$123K
WTA
375
Washington Trust Advisors
Massachusetts
$121K