502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
401
Principal Securities
Iowa
$46.3K
TFIPS
402
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.3K
BTI
403
Blue Trust Inc
Georgia
$43.6K +$40.7K +902 +1,432%
VCM
404
Versant Capital Management
Arizona
$42.9K +$8.9K +197 +26%
RIL
405
Rothschild Investment LLC
Illinois
$41.3K
HDIM
406
Hanson & Doremus Investment Management
Vermont
$41K
SIM
407
Sentry Investment Management
Wisconsin
$41K +$41K +1,038 New
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.3K -$61.6K -1,364 -60%
SWM
409
Spire Wealth Management
Virginia
$34.5K +$33.4K +739 +3,079%
AGWCA
410
Annis Gardner Whiting Capital Advisors
Florida
$33.8K +$1.22K +27 +4%
TPCW
411
TD Private Client Wealth
New York
$32.4K -$1.76K -39 -5%
Simplex Trading
412
Simplex Trading
Illinois
$32K -$10.2K -227 -24%
WB
413
Webster Bank
Connecticut
$29.3K
CH
414
Cromwell Holdings
Wyoming
$28.4K +$903 +20 +3%
BHWM
415
Beaird Harris Wealth Management
Texas
$27.6K +$27.6K +612 New
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$24.2K
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$23.4K -$3.12K -69 -12%
BWL
418
Bogart Wealth LLC
Virginia
$23.1K +$497 +11 +2%
AssetMark Inc
419
AssetMark Inc
California
$22.9K +$136 +3 +0.6%
DSC
420
Duncker Streett & Co
Missouri
$22.6K
CFO
421
CVA Family Office
Colorado
$21.9K +$497 +11 +2%
QL
422
Quarry LP
New York
$21.7K -$101K -2,227 -82%
APW
423
Acima Private Wealth
Virginia
$20.6K
EWA
424
EverSource Wealth Advisors
Alabama
$20.4K +$6.82K +151 +50%
GIM
425
Gold Investment Management
Alberta, Canada
$20.1K