450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M
Name Market Value Shares Shares
Change
Shares
Change %
WWM
401
Wolff Wiese Magana
California
$6.71K 179 +2 +1%
EWA
402
EverSource Wealth Advisors
Alabama
$6.55K 172 +130 +310%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$6.51K 174 +24 +16%
OWA
404
Opal Wealth Advisors
New York
$5.87K 157 +157 New
PWMG
405
Private Wealth Management Group
New Jersey
$5.72K 153
CA
406
CoreCap Advisors
Michigan
$5.05K 135 +135 New
IRC
407
Investors Research Corp
Georgia
$4.86K 130
BGAI
408
Bruce G. Allen Investments
Colorado
$4.15K 111
GWM
409
Geneos Wealth Management
Colorado
$3.74K 100
BTI
410
Blue Trust Inc
Georgia
$3.48K 93 -410 -82%
OLVIG
411
Oliver Lagore Vanvalin Investment Group
Michigan
$3.37K 90
FFA
412
Farther Finance Advisors
California
$3.3K 90 +27 +43%
MCM
413
MV Capital Management
Maryland
$3.11K 83
ST
414
Smithfield Trust
Pennsylvania
$3K 70
AP
415
Aspect Partners
Virginia
$2.77K 74 +4 +6%
KIG
416
Kessler Investment Group
Indiana
$2.54K 68 +68 New
AF
417
Advisornet Financial
Minnesota
$2.36K 63 -306 -83%
KA
418
Kozak & Associates
Colorado
$2.25K 57 +1 +2%
VNA
419
Valley National Advisers
Pennsylvania
$2K 70 -176 -72%
FMP
420
Financial Management Professionals
Texas
$2K 44 -41 -48%
CIA
421
Cape Investment Advisory
Georgia
$1.87K 50
SIC
422
Salem Investment Counselors
North Carolina
$1.83K 49 +49 New
SWM
423
Spire Wealth Management
Virginia
$1.72K 46 +8 +21%
FFO
424
Fortitude Family Office
Arizona
$1.68K 45 -122 -73%
RCM
425
Raleigh Capital Management
North Carolina
$1.68K 45 +25 +125%