515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
376
Advisory Services Network
Georgia
$124K
QL
377
Quarry LP
New York
$119K
US Bancorp
378
US Bancorp
Minnesota
$116K
S
379
SignatureFD
Georgia
$115K
SPIA
380
Steward Partners Investment Advisory
New York
$112K
WTA
381
Washington Trust Advisors
Massachusetts
$110K
SLF
382
Sun Life Financial
Ontario, Canada
$109K
AIP
383
Ameritas Investment Partners
Nebraska
$96.1K
CI
384
CX Institutional
Indiana
$92K
YDMI
385
Y.D. More Investments
Israel
$91.4K
ACA
386
Atlas Capital Advisors
Wyoming
$88.6K
RIL
387
Rothschild Investment LLC
Illinois
$87K
AF
388
Allworth Financial
California
$78.5K
DJSG
389
D.J. St. Germain
Massachusetts
$73K
CFD
390
Creative Financial Designs
Indiana
$69.1K
HDIM
391
Hanson & Doremus Investment Management
Vermont
$65K
AA
392
Addison Advisors
Vermont
$60.1K
MG
393
Mather Group
Illinois
$52.9K
TFIPS
394
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.4K
FFA
395
Farther Finance Advisors
California
$47.1K
WAG
396
Wiser Advisor Group
Arizona
$45.7K
SIC
397
Salem Investment Counselors
North Carolina
$45.6K
GEA
398
Glen Eagle Advisors
New Jersey
$43.8K
MCM
399
MAI Capital Management
Ohio
$42.7K
Federated Hermes
400
Federated Hermes
Pennsylvania
$42.6K