502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
376
D.J. St. Germain
Massachusetts
$97.6K
SSB
377
Sandy Spring Bank
Maryland
$97.1K
AA
378
Addison Advisors
Vermont
$95.1K +$407 +9 +0.4%
PA
379
Parallel Advisors
California
$94.4K -$5.65K -125 -6%
HFM
380
Harvest Fund Management
China
$85K
BIG
381
Brooklyn Investment Group
New York
$80.5K +$44.7K +990 +125%
CBT
382
Crews Bank & Trust
Florida
$78.7K
LC
383
Lindbrook Capital
California
$76.2K +$12.2K +271 +19%
AF
384
Allworth Financial
California
$75.6K -$125 -3 -0.2%
IIM
385
Intact Investment Management
Quebec, Canada
$72.3K
EB
386
Eastern Bank
Massachusetts
$71.1K
Jones Financial Companies
387
Jones Financial Companies
Missouri
$61.6K +$9.53K +214 +18%
SIC
388
Salem Investment Counselors
North Carolina
$60.9K
UB
389
UMB Bank
Missouri
$60.6K +$19.6K +434 +48%
Federated Hermes
390
Federated Hermes
Pennsylvania
$59.8K +$22.7K +503 +61%
GEA
391
Glen Eagle Advisors
New Jersey
$58.5K
WAG
392
Wiser Advisor Group
Arizona
$58.4K +$587 +13 +1%
HNB
393
Huntington National Bank
Ohio
$52.2K +$678 +15 +1%
National Pension Service
394
National Pension Service
South Korea
$51.5K +$49.6K +1,098 +2,553%
SAM
395
Smartleaf Asset Management
Massachusetts
$49.2K -$4.54K -102 -8%
PTC
396
Private Trust Company
Ohio
$49.1K
MG
397
Mather Group
Illinois
$48.7K +$3.21K +71 +7%
T
398
TOBAM
France
$48K -$22.2K -491 -32%
CCA
399
Catalyst Capital Advisors
New York
$47.6K -$18K -398 -27%
CA
400
Clearstead Advisors
Ohio
$46.8K -$2.71K -60 -5%