435 hedge funds and large institutions have $13.5B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 50 closing their positions.

Holders
435
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
50
Increased
181
Reduced
127
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M
Name Market Value Shares Shares
Change
Shares
Change %
PMFA
401
Plante Moran Financial Advisors
Michigan
$6.94K 169
CWP
402
Concord Wealth Partners
Virginia
$6.16K 150
MCM
403
MV Capital Management
Maryland
$5.83K 142 -11 -7%
IRC
404
Investors Research Corp
Georgia
$5.34K 130
EARNEST Partners
405
EARNEST Partners
Georgia
$5.26K 128
GWM
406
Geneos Wealth Management
Colorado
$4.11K 100
CFGS
407
Concourse Financial Group Securities
Alabama
$3.33K 81
ST
408
Smithfield Trust
Pennsylvania
$3K 70
ZB
409
Zions Bancorporation
Utah
$2.87K 70 -19 -21%
EWA
410
EverSource Wealth Advisors
Alabama
$2.79K 68 -45 -40%
HNB
411
Huntington National Bank
Ohio
$2.71K 66 +66 New
FFA
412
Farther Finance Advisors
California
$2.46K 60
KA
413
Kozak & Associates
Colorado
$2.21K 54 +1 +2%
BIA
414
Bell Investment Advisors
California
$2.1K 51 +12 +31%
CIA
415
Cape Investment Advisory
Georgia
$2.05K 50 +50 New
FMP
416
Financial Management Professionals
Texas
$2K 41 -6 -13%
KFP
417
KB Financial Partners
New Jersey
$2K 39 +39 New
PWMG
418
Prestige Wealth Management Group
New Jersey
$1.64K 40
CA
419
Clearstead Advisors
Ohio
$1.44K 35 +35 New
Commonwealth Equity Services
420
Commonwealth Equity Services
Massachusetts
$1.33K 32,507 +2,137 +7%
MA
421
MCF Advisors
Kentucky
$1.27K 31
CFO
422
CVA Family Office
Colorado
$1.03K 25 +25 New
PVH
423
Psagot Value Holdings
Israel
$1K 13 +13 New
AWM
424
Abound Wealth Management
Tennessee
$952 23
OLVIG
425
Oliver Lagore Vanvalin Investment Group
Michigan
$903 22 +22 New