507 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
507
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
VFP
351
Verus Financial Partners
Virginia
$238K
M&T Bank
352
M&T Bank
New York
$229K
LIM
353
Leavell Investment Management
Alabama
$224K
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$224K
WCM
355
Winebrenner Capital Management
Kentucky
$224K
CWM
356
Chesapeake Wealth Management
Virginia
$218K
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$217K
MSE
358
MUFG Securities EMEA
United Kingdom
$215K
AG
359
AlTi Global
New York
$213K
CTC
360
Cetera Trust Company
Minnesota
$213K
US Bancorp
361
US Bancorp
Minnesota
$208K
National Pension Service
362
National Pension Service
South Korea
$203K
TE
363
Tema ETFs
New York
$201K
GFM
364
GF Fund Management
China
$196K
QL
365
Quarry LP
New York
$195K
VI
366
Vestcor Inc
New Brunswick, Canada
$174K
HI
367
Horizon Investments
North Carolina
$171K
LS
368
Livforsakringsbolaget Skandia
Sweden
$161K
SFI
369
Siemens Fonds Invest
Germany
$160K
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$154K
PA
371
Parallel Advisors
California
$145K
WBC
372
Westpac Banking Corp
Australia
$143K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$141K
S
374
SignatureFD
Georgia
$133K
ASN
375
Advisory Services Network
Georgia
$132K