497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 reducing their positions, and 58 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
497
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
CWM
351
Chesapeake Wealth Management
Virginia
$218K
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$217K
MSE
353
MUFG Securities EMEA
United Kingdom
$215K
AG
354
AlTi Global
New York
$213K
CTC
355
Cetera Trust Company
Minnesota
$213K
US Bancorp
356
US Bancorp
Minnesota
$208K
National Pension Service
357
National Pension Service
South Korea
$203K
TE
358
Tema ETFs
New York
$201K
GFM
359
GF Fund Management
China
$196K
QL
360
Quarry LP
New York
$195K
VI
361
Vestcor Inc
New Brunswick, Canada
$174K
HI
362
Horizon Investments
North Carolina
$171K
LS
363
Livforsakringsbolaget Skandia
Sweden
$161K
SFI
364
Siemens Fonds Invest
Germany
$160K
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$154K
PA
366
Parallel Advisors
California
$145K
WBC
367
Westpac Banking Corp
Australia
$143K
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$141K
S
369
SignatureFD
Georgia
$133K
ASN
370
Advisory Services Network
Georgia
$132K
SPIA
371
Steward Partners Investment Advisory
New York
$124K
CPCPP
372
Canada Post Corporation Pension Plan
Canada
$123K
WTA
373
Washington Trust Advisors
Massachusetts
$121K
AIP
374
Ameritas Investment Partners
Nebraska
$106K
HFM
375
Harvest Fund Management
China
$85K