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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
376
Summit Securities Group
New York
$153K +$130K +3,645 +701%
UBS AM
377
UBS AM
Illinois
$147K -$198K -5,567 -58%
CI
378
CX Institutional
Indiana
$142K +$66.9K +1,880 +94%
PA
379
Parallel Advisors
California
$141K -$1.1K -31 -0.8%
WBC
380
Westpac Banking Corp
Australia
$140K
S
381
SignatureFD
Georgia
$122K -$8.61K -242 -7%
BBHC
382
Brown Brothers Harriman & Co
New York
$121K +$104K +2,913 +747%
SPIA
383
Steward Partners Investment Advisory
New York
$121K -$925 -26 -0.8%
WTA
384
Washington Trust Advisors
Massachusetts
$119K
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$118K +$114K +3,210 New
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$108K -$42.5K -1,194 -29%
AIP
387
Ameritas Investment Partners
Nebraska
$104K
ACA
388
Atlas Capital Advisors
Wyoming
$96.2K +$93.3K +2,622 New
RIL
389
Rothschild Investment LLC
Illinois
$86.8K +$55.2K +1,552 +191%
HFM
390
Harvest Fund Management
China
$85K
WT
391
Whittier Trust
California
$81.2K
DJSG
392
D.J. St. Germain
Massachusetts
$79.3K
KAS
393
Kestra Advisory Services
Texas
$75.3K +$73K +2,053 New
AA
394
Addison Advisors
Vermont
$69.4K -$7.01K -197 -9%
AF
395
Allworth Financial
California
$66.8K +$12.2K +342 +23%
UB
396
UMB Bank
Missouri
$62.9K +$28.4K +798 +87%
A
397
AlphaQuest
New York
$60.8K +$5.23K +147 +10%
FFA
398
Farther Finance Advisors
California
$57.3K +$25.7K +722 +86%
TFIPS
399
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K +$20.3K +570 +58%
CFD
400
Creative Financial Designs
Indiana
$56K +$29.3K +823 +117%