507 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
507
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
SPIA
376
Steward Partners Investment Advisory
New York
$124K
CPCPP
377
Canada Post Corporation Pension Plan
Canada
$123K
WTA
378
Washington Trust Advisors
Massachusetts
$121K
AIP
379
Ameritas Investment Partners
Nebraska
$106K
HFM
380
Harvest Fund Management
China
$85K
CIAM
381
Caitong International Asset Management
Hong Kong
$83.1K
AssetMark Inc
382
AssetMark Inc
California
$81.3K
DJSG
383
D.J. St. Germain
Massachusetts
$80.5K
WT
384
Whittier Trust
California
$79.6K
AA
385
Addison Advisors
Vermont
$77.9K
CI
386
CX Institutional
Indiana
$74K
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$70K
HNB
388
Huntington National Bank
Ohio
$65.3K
CBT
389
Crews Bank & Trust
Florida
$64.9K
A
390
AlphaQuest
New York
$56.3K
AF
391
Allworth Financial
California
$55.1K
SIC
392
Salem Investment Counselors
North Carolina
$50.3K
WAG
393
Wiser Advisor Group
Arizona
$49.2K
GEA
394
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
395
Federated Hermes
Pennsylvania
$48K
BC
396
Bayforest Capital
United Kingdom
$47.4K
PTC
397
Private Trust Company
Ohio
$40.3K
PS
398
Principal Securities
Iowa
$39K
TFIPS
399
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
400
Jones Financial Companies
Missouri
$35.8K