515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
351
TT Capital Management
California
$233K
OCM
352
One Capital Management
California
$231K
PFM
353
Patton Fund Management
Texas
$229K
IWS
354
Integrity Wealth Solutions
Colorado
$229K
Royal London Asset Management
355
Royal London Asset Management
United Kingdom
$226K
GC
356
Guggenheim Capital
Illinois
$224K
D.E. Shaw & Co
357
D.E. Shaw & Co
New York
$221K
VFP
358
Verus Financial Partners
Virginia
$219K
IF
359
IRON Financial
Illinois
$214K
AA
360
ALPS Advisors
Colorado
$211K
WCM
361
Winebrenner Capital Management
Kentucky
$203K
OAM
362
Ostrum Asset Management
France
$198K
CIAM
363
Caitong International Asset Management
Hong Kong
$194K
AAP
364
Arax Advisory Partners
Colorado
$188K
TE
365
Tema ETFs
New York
$183K
CTC
366
Cetera Trust Company
Minnesota
$176K
CPCPP
367
Canada Post Corporation Pension Plan
Canada
$167K
HI
368
Horizon Investments
North Carolina
$167K
GFM
369
GF Fund Management
China
$161K
Jones Financial Companies
370
Jones Financial Companies
Missouri
$159K
LS
371
Livforsakringsbolaget Skandia
Sweden
$148K
SFI
372
Siemens Fonds Invest
Germany
$145K
BBHC
373
Brown Brothers Harriman & Co
New York
$140K
WBC
374
Westpac Banking Corp
Australia
$128K
PA
375
Parallel Advisors
California
$125K