492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
426
DT Investment Partners
Pennsylvania
$8.35K
SGK
427
Steigerwald Gordon & Koch
Virginia
$8.05K
GWM
428
Geneos Wealth Management
Colorado
$7.45K
FHC
429
First Horizon Corporation
Tennessee
$7.45K
PFBT
430
Parkside Financial Bank & Trust
Missouri
$7.34K
WWM
431
Wolff Wiese Magana
California
$7.12K
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$7.12K
MAM
433
Meeder Asset Management
Ohio
$6.3K
HFS
434
Horizon Financial Services
North Carolina
$6.18K
WANY
435
Wealthspire Advisors (New York)
New York
$6.11K
MSWA
436
Marshall & Sterling Wealth Advisors
New York
$5.85K
PWMG
437
Private Wealth Management Group
New Jersey
$5.7K
CA
438
CoreCap Advisors
Michigan
$5.03K
HWA
439
Heartwood Wealth Advisors
Virginia
$5.03K
IRC
440
Investors Research Corp
Georgia
$4.84K
BCWM
441
Bartlett & Co Wealth Management
Ohio
$4.51K
S
442
Sachetta
Massachusetts
$4.47K
CSPIA
443
Cary Street Partners Investment Advisory
Virginia
$4.28K
BGAI
444
Bruce G. Allen Investments
Colorado
$4.14K
MSG
445
Main Street Group
Virginia
$3.54K
BTI
446
Blue Trust Inc
Georgia
$3.46K
IWM
447
IMG Wealth Management
Florida
$3.02K
GKIM
448
GW&K Investment Management
Massachusetts
$3K
ST
449
Smithfield Trust
Pennsylvania
$3K
MCM
450
Manchester Capital Management
Vermont
$2.79K