514 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, 192 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: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

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

Holders
514
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
PTC
401
Private Trust Company
Ohio
$39.4K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$38.6K
HDIM
403
Hanson & Doremus Investment Management
Vermont
$34K
DT
404
DV Trading
Illinois
$32.9K
OL
405
OneFund LLC
Florida
$32.2K
Group One Trading
406
Group One Trading
Illinois
$31.8K
EBA
407
Eagle Bay Advisors
New York
$31.4K
SIM
408
Sentry Investment Management
Wisconsin
$30K
FAM
409
Fulcrum Asset Management
United Kingdom
$29.6K
CH
410
Cromwell Holdings
Wyoming
$26.9K
QC
411
Quent Capital
New York
$26.4K
PWPS
412
Pinnacle Wealth Planning Services
Ohio
$26.2K
WB
413
Webster Bank
Connecticut
$23.8K
EWA
414
EverSource Wealth Advisors
Alabama
$23.7K
SAG
415
SageView Advisory Group
California
$21.8K
SAM
416
Smartleaf Asset Management
Massachusetts
$19.8K
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
BWL
418
Bogart Wealth LLC
Virginia
$18.9K
IAIM
419
International Assets Investment Management
Florida
$18.4K
DSC
420
Duncker Streett & Co
Missouri
$18.3K
CBT
421
Crews Bank & Trust
Florida
$16.3K
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$16.2K
DE
423
DV Equities
Illinois
$15.4K
JFA
424
JNBA Financial Advisors
Minnesota
$15K
NS
425
NBC Securities
Alabama
$14.2K