518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 reducing their positions, and 60 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: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
S
376
SignatureFD
Georgia
$122K
BBHC
377
Brown Brothers Harriman & Co
New York
$121K
SPIA
378
Steward Partners Investment Advisory
New York
$121K
WTA
379
Washington Trust Advisors
Massachusetts
$119K
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$118K
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$108K
AIP
382
Ameritas Investment Partners
Nebraska
$104K
ACA
383
Atlas Capital Advisors
Wyoming
$96.2K
RIL
384
Rothschild Investment LLC
Illinois
$86.8K
HFM
385
Harvest Fund Management
China
$85K
WT
386
Whittier Trust
California
$81.2K
DJSG
387
D.J. St. Germain
Massachusetts
$79.3K
KAS
388
Kestra Advisory Services
Texas
$75.3K
AA
389
Addison Advisors
Vermont
$69.4K
AF
390
Allworth Financial
California
$66.8K
UB
391
UMB Bank
Missouri
$62.9K
A
392
AlphaQuest
New York
$60.8K
FFA
393
Farther Finance Advisors
California
$57.3K
TFIPS
394
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K
CFD
395
Creative Financial Designs
Indiana
$56K
Jones Financial Companies
396
Jones Financial Companies
Missouri
$55.1K
WAG
397
Wiser Advisor Group
Arizona
$49K
GEA
398
Glen Eagle Advisors
New Jersey
$47.5K
Federated Hermes
399
Federated Hermes
Pennsylvania
$47.1K
HNB
400
Huntington National Bank
Ohio
$42.2K