We are live on ! Find out more

525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
376
Jones Financial Companies
Missouri
$159K +$119K +3,236 +215%
LS
377
Livforsakringsbolaget Skandia
Sweden
$148K
SFI
378
Siemens Fonds Invest
Germany
$145K
BBHC
379
Brown Brothers Harriman & Co
New York
$140K +$30.7K +835 +25%
WBC
380
Westpac Banking Corp
Australia
$128K -$1.32K -36 -0.9%
PA
381
Parallel Advisors
California
$125K -$5.36K -146 -4%
ASN
382
Advisory Services Network
Georgia
$124K +$135K +3,680 New
QL
383
Quarry LP
New York
$119K -$71.9K -1,959 -36%
US Bancorp
384
US Bancorp
Minnesota
$116K -$44K -1,198 -26%
S
385
SignatureFD
Georgia
$115K +$3.16K +86 +3%
SPIA
386
Steward Partners Investment Advisory
New York
$112K +$477 +13 +0.4%
WTA
387
Washington Trust Advisors
Massachusetts
$110K
SLF
388
Sun Life Financial
Ontario, Canada
$109K +$118K +3,215 New
AIP
389
Ameritas Investment Partners
Nebraska
$96.1K
CI
390
CX Institutional
Indiana
$92K -$42.5K -1,158 -30%
YDMI
391
Y.D. More Investments
Israel
$91.4K +$99.3K +2,705 New
ACA
392
Atlas Capital Advisors
Wyoming
$88.6K
RIL
393
Rothschild Investment LLC
Illinois
$87K +$7.67K +209 +9%
AF
394
Allworth Financial
California
$78.5K +$18.5K +503 +28%
DJSG
395
D.J. St. Germain
Massachusetts
$73K
CFD
396
Creative Financial Designs
Indiana
$69.1K +$19K +517 +34%
HDIM
397
Hanson & Doremus Investment Management
Vermont
$65K +$36.7K +1,000 +109%
AA
398
Addison Advisors
Vermont
$60.1K -$4.19K -114 -6%
MG
399
Mather Group
Illinois
$52.9K +$57.5K +1,566 New
TFIPS
400
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.4K