513 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$121K
WTA
377
Washington Trust Advisors
Massachusetts
$119K
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$118K
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$108K
AIP
380
Ameritas Investment Partners
Nebraska
$104K
ACA
381
Atlas Capital Advisors
Wyoming
$96.2K
RIL
382
Rothschild Investment LLC
Illinois
$86.8K
HFM
383
Harvest Fund Management
China
$85K
WT
384
Whittier Trust
California
$81.2K
DJSG
385
D.J. St. Germain
Massachusetts
$79.3K
KAS
386
Kestra Advisory Services
Texas
$75.3K
AA
387
Addison Advisors
Vermont
$69.4K
AF
388
Allworth Financial
California
$66.8K
UB
389
UMB Bank
Missouri
$62.9K
A
390
AlphaQuest
New York
$60.8K
FFA
391
Farther Finance Advisors
California
$57.3K
TFIPS
392
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K
CFD
393
Creative Financial Designs
Indiana
$56K
Jones Financial Companies
394
Jones Financial Companies
Missouri
$55.1K
WAG
395
Wiser Advisor Group
Arizona
$49K
GEA
396
Glen Eagle Advisors
New Jersey
$47.5K
Federated Hermes
397
Federated Hermes
Pennsylvania
$47.1K
HNB
398
Huntington National Bank
Ohio
$42.2K
AA
399
Ancora Advisors
Ohio
$40.9K
PTC
400
Private Trust Company
Ohio
$39.4K