523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
523
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
LS
376
Livforsakringsbolaget Skandia
Sweden
$148K
SFI
377
Siemens Fonds Invest
Germany
$145K
BBHC
378
Brown Brothers Harriman & Co
New York
$140K
WBC
379
Westpac Banking Corp
Australia
$128K
PA
380
Parallel Advisors
California
$125K
ASN
381
Advisory Services Network
Georgia
$124K
QL
382
Quarry LP
New York
$119K
US Bancorp
383
US Bancorp
Minnesota
$116K
S
384
SignatureFD
Georgia
$115K
SPIA
385
Steward Partners Investment Advisory
New York
$112K
WTA
386
Washington Trust Advisors
Massachusetts
$110K
SLF
387
Sun Life Financial
Ontario, Canada
$109K
AIP
388
Ameritas Investment Partners
Nebraska
$96.1K
CI
389
CX Institutional
Indiana
$92K
YDMI
390
Y.D. More Investments
Israel
$91.4K
ACA
391
Atlas Capital Advisors
Wyoming
$88.6K
RIL
392
Rothschild Investment LLC
Illinois
$87K
AF
393
Allworth Financial
California
$78.5K
DJSG
394
D.J. St. Germain
Massachusetts
$73K
CFD
395
Creative Financial Designs
Indiana
$69.1K
HDIM
396
Hanson & Doremus Investment Management
Vermont
$65K
AA
397
Addison Advisors
Vermont
$60.1K
MG
398
Mather Group
Illinois
$52.9K
TFIPS
399
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.4K
FFA
400
Farther Finance Advisors
California
$47.1K