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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$1.73K +47 +9%
IAIM
427
International Assets Investment Management
Florida
$17.1K
RFP
428
Root Financial Partners
California
$17.1K +$17.7K +481 +1,924%
BWL
429
Bogart Wealth LLC
Virginia
$16.9K -$551 -15 -3%
DSC
430
Duncker Streett & Co
Missouri
$16.9K
OCWP
431
Owl Creek Wealth Partners
Colorado
$16.7K +$18.2K +495 New
SWM
432
SHP Wealth Management
Massachusetts
$15.6K -$771 -21 -4%
CBT
433
Crews Bank & Trust
Florida
$15K
TPCW
434
TD Private Client Wealth
New York
$14.9K +$2.17K +59 +15%
NS
435
NBC Securities
Alabama
$14.1K +$1.03K +28 +7%
JFA
436
JNBA Financial Advisors
Minnesota
$13.8K
IA
437
IFP Advisors
Florida
$13.1K +$8.45K +230 +146%
RBI
438
Raiffeisen Bank International
Austria
$12.7K
PFBT
439
Parkside Financial Bank & Trust
Missouri
$12.2K +$4.85K +132 +58%
QC
440
Quent Capital
New York
$12K -$13.3K -363 -50%
GIM
441
Gold Investment Management
Alberta, Canada
$11.8K
HFS
442
Horizon Financial Services
North Carolina
$11.1K +$6.02K +164 +99%
MCM
443
Manchester Capital Management
Vermont
$10.7K
TCOT
444
Trust Company of Toledo
Ohio
$10.5K +$367 +10 +3%
HWP
445
Highline Wealth Partners
California
$8.95K +$9.73K +265 New
CTC
446
Central Trust Company
Missouri
$8.45K
DIP
447
DT Investment Partners
Pennsylvania
$7.57K
SGK
448
Steigerwald Gordon & Koch
Virginia
$7.3K
MWC
449
MBM Wealth Consultants
Missouri
$7.3K +$7.93K +216 New
ZBNA
450
Zions Bancorporation, National Association
Utah
$7.03K +$7.38K +201 +2,871%