518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 reducing their positions, and 60 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: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
AA
401
Ancora Advisors
Ohio
$40.9K
PTC
402
Private Trust Company
Ohio
$39.4K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$38.6K
HDIM
404
Hanson & Doremus Investment Management
Vermont
$34K
CIAM
405
Caitong International Asset Management
Hong Kong
$33.9K
DT
406
DV Trading
Illinois
$32.9K
OL
407
OneFund LLC
Florida
$32.2K
Group One Trading
408
Group One Trading
Illinois
$31.8K
EBA
409
Eagle Bay Advisors
New York
$31.4K
SIM
410
Sentry Investment Management
Wisconsin
$30K
FAM
411
Fulcrum Asset Management
United Kingdom
$29.6K
CH
412
Cromwell Holdings
Wyoming
$26.9K
QC
413
Quent Capital
New York
$26.4K
PWPS
414
Pinnacle Wealth Planning Services
Ohio
$26.2K
WB
415
Webster Bank
Connecticut
$23.8K
EWA
416
EverSource Wealth Advisors
Alabama
$23.7K
SAG
417
SageView Advisory Group
California
$21.8K
SAM
418
Smartleaf Asset Management
Massachusetts
$19.8K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
BWL
420
Bogart Wealth LLC
Virginia
$18.9K
IAIM
421
International Assets Investment Management
Florida
$18.4K
DSC
422
Duncker Streett & Co
Missouri
$18.3K
SWM
423
SHP Wealth Management
Massachusetts
$17.8K
T
424
TOBAM
France
$17K
CBT
425
Crews Bank & Trust
Florida
$16.3K