504 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
504
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
AIP
376
Ameritas Investment Partners
Nebraska
$106K
HFM
377
Harvest Fund Management
China
$85K
CIAM
378
Caitong International Asset Management
Hong Kong
$83.1K
AssetMark Inc
379
AssetMark Inc
California
$81.3K
DJSG
380
D.J. St. Germain
Massachusetts
$80.5K
WT
381
Whittier Trust
California
$79.6K
AA
382
Addison Advisors
Vermont
$77.9K
CI
383
CX Institutional
Indiana
$74K
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$70K
HNB
385
Huntington National Bank
Ohio
$65.3K
CBT
386
Crews Bank & Trust
Florida
$64.9K
A
387
AlphaQuest
New York
$56.3K
AF
388
Allworth Financial
California
$55.1K
SIC
389
Salem Investment Counselors
North Carolina
$50.3K
WAG
390
Wiser Advisor Group
Arizona
$49.2K
GEA
391
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
392
Federated Hermes
Pennsylvania
$48K
BC
393
Bayforest Capital
United Kingdom
$47.4K
PTC
394
Private Trust Company
Ohio
$40.3K
PS
395
Principal Securities
Iowa
$39K
TFIPS
396
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
397
Jones Financial Companies
Missouri
$35.8K
UB
398
UMB Bank
Missouri
$34.1K
HDIM
399
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$33.7K