493 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, 195 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
493
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
WT
376
Whittier Trust
California
$79.6K
AA
377
Addison Advisors
Vermont
$77.9K
CI
378
CX Institutional
Indiana
$74K
CI Investments Inc
379
CI Investments Inc
Ontario, Canada
$70K
HNB
380
Huntington National Bank
Ohio
$65.3K
CBT
381
Crews Bank & Trust
Florida
$64.9K
A
382
AlphaQuest
New York
$56.3K
SIC
383
Salem Investment Counselors
North Carolina
$50.3K
WAG
384
Wiser Advisor Group
Arizona
$49.2K
GEA
385
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
386
Federated Hermes
Pennsylvania
$48K
BC
387
Bayforest Capital
United Kingdom
$47.4K
PTC
388
Private Trust Company
Ohio
$40.3K
PS
389
Principal Securities
Iowa
$39K
TFIPS
390
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
391
Jones Financial Companies
Missouri
$35.8K
UB
392
UMB Bank
Missouri
$34.1K
HDIM
393
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$33.7K
VCM
395
Versant Capital Management
Arizona
$32.6K
EWA
396
EverSource Wealth Advisors
Alabama
$32.4K
SAM
397
Smartleaf Asset Management
Massachusetts
$31.9K
FFA
398
Farther Finance Advisors
California
$31.2K
OL
399
OneFund LLC
Florida
$30.9K
RIL
400
Rothschild Investment LLC
Illinois
$30.3K