514 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 192 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

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

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
376
Brown Brothers Harriman & Co
New York
$121K
SPIA
377
Steward Partners Investment Advisory
New York
$121K
WTA
378
Washington Trust Advisors
Massachusetts
$119K
EOJOAM
379
E. Ohman J:or Asset Management
Sweden
$118K
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$108K
AIP
381
Ameritas Investment Partners
Nebraska
$104K
ACA
382
Atlas Capital Advisors
Wyoming
$96.2K
RIL
383
Rothschild Investment LLC
Illinois
$86.8K
HFM
384
Harvest Fund Management
China
$85K
WT
385
Whittier Trust
California
$81.2K
DJSG
386
D.J. St. Germain
Massachusetts
$79.3K
KAS
387
Kestra Advisory Services
Texas
$75.3K
AA
388
Addison Advisors
Vermont
$69.4K
AF
389
Allworth Financial
California
$66.8K
UB
390
UMB Bank
Missouri
$62.9K
A
391
AlphaQuest
New York
$60.8K
FFA
392
Farther Finance Advisors
California
$57.3K
TFIPS
393
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K
CFD
394
Creative Financial Designs
Indiana
$56K
Jones Financial Companies
395
Jones Financial Companies
Missouri
$55.1K
WAG
396
Wiser Advisor Group
Arizona
$49K
GEA
397
Glen Eagle Advisors
New Jersey
$47.5K
Federated Hermes
398
Federated Hermes
Pennsylvania
$47.1K
HNB
399
Huntington National Bank
Ohio
$42.2K
AA
400
Ancora Advisors
Ohio
$40.9K