492 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, 169 increasing their positions, 194 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 first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

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

Holders
492
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
AA
376
Addison Advisors
Vermont
$77.9K
CI
377
CX Institutional
Indiana
$74K
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$70K
HNB
379
Huntington National Bank
Ohio
$65.3K
CBT
380
Crews Bank & Trust
Florida
$64.9K
A
381
AlphaQuest
New York
$56.3K
SIC
382
Salem Investment Counselors
North Carolina
$50.3K
WAG
383
Wiser Advisor Group
Arizona
$49.2K
GEA
384
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
385
Federated Hermes
Pennsylvania
$48K
BC
386
Bayforest Capital
United Kingdom
$47.4K
PTC
387
Private Trust Company
Ohio
$40.3K
PS
388
Principal Securities
Iowa
$39K
TFIPS
389
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
390
Jones Financial Companies
Missouri
$35.8K
UB
391
UMB Bank
Missouri
$34.1K
HDIM
392
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$33.7K
VCM
394
Versant Capital Management
Arizona
$32.6K
EWA
395
EverSource Wealth Advisors
Alabama
$32.4K
SAM
396
Smartleaf Asset Management
Massachusetts
$31.9K
FFA
397
Farther Finance Advisors
California
$31.2K
OL
398
OneFund LLC
Florida
$30.9K
RIL
399
Rothschild Investment LLC
Illinois
$30.3K
SIM
400
Sentry Investment Management
Wisconsin
$30K