515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 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:

less call options, than puts

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

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
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
Los Angeles Capital Management
401
Los Angeles Capital Management
California
$41.2K
WT
402
Whittier Trust
California
$40.9K
HNB
403
Huntington National Bank
Ohio
$40.6K
UB
404
UMB Bank
Missouri
$40.5K
AA
405
Ancora Advisors
Ohio
$37.7K
PTC
406
Private Trust Company
Ohio
$36.6K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$35.4K
AFG
408
Albion Financial Group
Utah
$33.8K
CH
409
Cromwell Holdings
Wyoming
$31.1K
Group One Trading
410
Group One Trading
Illinois
$29.3K
OL
411
OneFund LLC
Florida
$28.3K
FAM
412
Fulcrum Asset Management
United Kingdom
$27K
AssetMark Inc
413
AssetMark Inc
California
$25.3K
SAM
414
Smartleaf Asset Management
Massachusetts
$25K
PWPS
415
Pinnacle Wealth Planning Services
Ohio
$24.7K
VCM
416
Versant Capital Management
Arizona
$22.6K
WB
417
Webster Bank
Connecticut
$21.9K
TCM
418
TD Capital Management
Tennessee
$20.3K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
EWA
420
EverSource Wealth Advisors
Alabama
$19K
IAIM
421
International Assets Investment Management
Florida
$17.1K
RFP
422
Root Financial Partners
California
$17.1K
BWL
423
Bogart Wealth LLC
Virginia
$16.9K
DSC
424
Duncker Streett & Co
Missouri
$16.9K
OCWP
425
Owl Creek Wealth Partners
Colorado
$16.7K