523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
523
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
IAIM
426
International Assets Investment Management
Florida
$17.1K
RFP
427
Root Financial Partners
California
$17.1K
BWL
428
Bogart Wealth LLC
Virginia
$16.9K
DSC
429
Duncker Streett & Co
Missouri
$16.9K
OCWP
430
Owl Creek Wealth Partners
Colorado
$16.7K
SWM
431
SHP Wealth Management
Massachusetts
$15.6K
CBT
432
Crews Bank & Trust
Florida
$15K
TPCW
433
TD Private Client Wealth
New York
$14.9K
NS
434
NBC Securities
Alabama
$14.1K
JFA
435
JNBA Financial Advisors
Minnesota
$13.8K
IA
436
IFP Advisors
Florida
$13.1K
RBI
437
Raiffeisen Bank International
Austria
$12.7K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$12.2K
QC
439
Quent Capital
New York
$12K
GIM
440
Gold Investment Management
Alberta, Canada
$11.8K
HFS
441
Horizon Financial Services
North Carolina
$11.1K
MCM
442
Manchester Capital Management
Vermont
$10.7K
TCOT
443
Trust Company of Toledo
Ohio
$10.5K
HWP
444
Highline Wealth Partners
California
$8.95K
CTC
445
Central Trust Company
Missouri
$8.45K
DIP
446
DT Investment Partners
Pennsylvania
$7.57K
SGK
447
Steigerwald Gordon & Koch
Virginia
$7.3K
MWC
448
MBM Wealth Consultants
Missouri
$7.3K
ZBNA
449
Zions Bancorporation, National Association
Utah
$7.03K
GWM
450
Geneos Wealth Management
Colorado
$6.77K