497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 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 funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

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

Holders
497
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
CIAM
376
Caitong International Asset Management
Hong Kong
$83.1K
AssetMark Inc
377
AssetMark Inc
California
$81.3K
DJSG
378
D.J. St. Germain
Massachusetts
$80.5K
WT
379
Whittier Trust
California
$79.6K
AA
380
Addison Advisors
Vermont
$77.9K
CI
381
CX Institutional
Indiana
$74K
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$70K
HNB
383
Huntington National Bank
Ohio
$65.3K
CBT
384
Crews Bank & Trust
Florida
$64.9K
A
385
AlphaQuest
New York
$56.3K
AF
386
Allworth Financial
California
$55.1K
SIC
387
Salem Investment Counselors
North Carolina
$50.3K
WAG
388
Wiser Advisor Group
Arizona
$49.2K
GEA
389
Glen Eagle Advisors
New Jersey
$48.3K
Federated Hermes
390
Federated Hermes
Pennsylvania
$48K
BC
391
Bayforest Capital
United Kingdom
$47.4K
PTC
392
Private Trust Company
Ohio
$40.3K
PS
393
Principal Securities
Iowa
$39K
TFIPS
394
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
Jones Financial Companies
395
Jones Financial Companies
Missouri
$35.8K
UB
396
UMB Bank
Missouri
$34.1K
HDIM
397
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$33.7K
VCM
399
Versant Capital Management
Arizona
$32.6K
EWA
400
EverSource Wealth Advisors
Alabama
$32.4K