523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-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
523
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
WAG
401
Wiser Advisor Group
Arizona
$45.7K
SIC
402
Salem Investment Counselors
North Carolina
$45.6K
GEA
403
Glen Eagle Advisors
New Jersey
$43.8K
MCM
404
MAI Capital Management
Ohio
$42.7K
Federated Hermes
405
Federated Hermes
Pennsylvania
$42.6K
EWA
406
EverSource Wealth Advisors
Alabama
$41.2K
Los Angeles Capital Management
407
Los Angeles Capital Management
California
$41.2K
WT
408
Whittier Trust
California
$40.9K
HNB
409
Huntington National Bank
Ohio
$40.6K
UB
410
UMB Bank
Missouri
$40.5K
AA
411
Ancora Advisors
Ohio
$37.7K
PTC
412
Private Trust Company
Ohio
$36.6K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$35.4K
AFG
414
Albion Financial Group
Utah
$33.8K
CH
415
Cromwell Holdings
Wyoming
$31.1K
Group One Trading
416
Group One Trading
Illinois
$29.3K
OL
417
OneFund LLC
Florida
$28.3K
FAM
418
Fulcrum Asset Management
United Kingdom
$27K
AssetMark Inc
419
AssetMark Inc
California
$25.3K
SAM
420
Smartleaf Asset Management
Massachusetts
$25K
PWPS
421
Pinnacle Wealth Planning Services
Ohio
$24.7K
VCM
422
Versant Capital Management
Arizona
$22.6K
WB
423
Webster Bank
Connecticut
$21.9K
TCM
424
TD Capital Management
Tennessee
$20.3K
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$19.7K