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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
401
Farther Finance Advisors
California
$47.1K -$6.79K -185 -12%
WAG
402
Wiser Advisor Group
Arizona
$45.7K +$551 +15 +1%
SIC
403
Salem Investment Counselors
North Carolina
$45.6K +$49.5K +1,349 New
GEA
404
Glen Eagle Advisors
New Jersey
$43.8K
MCM
405
MAI Capital Management
Ohio
$42.7K +$44.4K +1,209 +2,198%
Federated Hermes
406
Federated Hermes
Pennsylvania
$42.6K -$808 -22 -2%
EWA
407
EverSource Wealth Advisors
Alabama
$41.2K +$21.1K +574 +89%
Los Angeles Capital Management
408
Los Angeles Capital Management
California
$41.2K +$44.8K +1,219 New
WT
409
Whittier Trust
California
$40.9K -$37.1K -1,010 -46%
HNB
410
Huntington National Bank
Ohio
$40.6K +$1.91K +52 +5%
UB
411
UMB Bank
Missouri
$40.5K -$18.9K -515 -30%
AA
412
Ancora Advisors
Ohio
$37.7K
PTC
413
Private Trust Company
Ohio
$36.6K +$367 +10 +0.9%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$35.4K -$110 -3 -0.3%
AFG
415
Albion Financial Group
Utah
$33.8K +$36.7K +1,000 New
CH
416
Cromwell Holdings
Wyoming
$31.1K +$6.9K +188 +26%
Group One Trading
417
Group One Trading
Illinois
$29.3K
OL
418
OneFund LLC
Florida
$28.3K -$1.91K -52 -6%
FAM
419
Fulcrum Asset Management
United Kingdom
$27K
AssetMark Inc
420
AssetMark Inc
California
$25.3K -$130K -3,544 -83%
SAM
421
Smartleaf Asset Management
Massachusetts
$25K +$7.64K +208 +39%
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$24.7K +$661 +18 +3%
VCM
423
Versant Capital Management
Arizona
$22.6K +$13.2K +360 +117%
WB
424
Webster Bank
Connecticut
$21.9K
TCM
425
TD Capital Management
Tennessee
$20.3K +$22K +600 New