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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
ALPS Advisors
Colorado
$226K +$219K +6,168 New
AHL
352
Abel Hall LLC
Louisiana
$226K +$219K +6,159 New
DS
353
DRW Securities
Illinois
$223K -$68.1K -1,914 -24%
WCM
354
Winebrenner Capital Management
Kentucky
$220K
CWM
355
Chesapeake Wealth Management
Virginia
$215K
CCM
356
Coldstream Capital Management
Washington
$214K +$207K +5,823 New
OAM
357
Ostrum Asset Management
France
$211K -$67.9K -1,910 -25%
CAG
358
Crestwood Advisors Group
Massachusetts
$211K +$204K +5,747 New
AG
359
AlTi Global
New York
$209K -$1.39K -39 -0.7%
VC
360
VarCov Co
Connecticut
$208K +$202K +5,678 New
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$205K -$14.4K -404 -7%
QL
362
Quarry LP
New York
$201K +$8.61K +242 +5%
LIM
363
Leavell Investment Management
Alabama
$201K -$19.2K -540 -9%
AAP
364
Arax Advisory Partners
Colorado
$201K -$395K -11,110 -67%
TE
365
Tema ETFs
New York
$197K -$569 -16 -0.3%
CTC
366
Cetera Trust Company
Minnesota
$197K -$11.6K -325 -6%
GFM
367
GF Fund Management
China
$192K -$960 -27 -0.5%
CPCPP
368
Canada Post Corporation Pension Plan
Canada
$181K +$56.9K +1,600 +48%
GRP
369
Global Retirement Partners
California
$180K +$152K +4,272 +674%
HI
370
Horizon Investments
North Carolina
$174K +$5.23K +147 +3%
US Bancorp
371
US Bancorp
Minnesota
$170K -$33.4K -940 -17%
LS
372
Livforsakringsbolaget Skandia
Sweden
$161K +$1.96K +55 +1%
SFI
373
Siemens Fonds Invest
Germany
$159K
AssetMark Inc
374
AssetMark Inc
California
$158K +$75.1K +2,113 +97%
ACM
375
Aster Capital Management
United Arab Emirates
$157K +$152K +4,269 New