508 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
6.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
70
Increased
195
Reduced
169
Closed
51
Calls
$3.65M
Puts
$3.54M
Net Calls
+$109K
Net Calls Change
-$2.13M
Name Market Value Shares Shares
Change
Shares
Change %
JFA
426
JNBA Financial Advisors
Minnesota
$16.7K 410 +410 New
MCM
427
Manchester Capital Management
Vermont
$16.3K 398
NS
428
NBC Securities
Alabama
$16K 401 +13 +3%
AAP
429
Arax Advisory Partners
Colorado
$15.6K 307 +58 +23%
FFA
430
Farther Finance Advisors
California
$14.1K 346 +86 +33%
WSFS
431
Wilmington Savings Fund Society
Delaware
$13.9K 340
MAM
432
Meeder Asset Management
Ohio
$13.1K 320 +192 +150%
CSPIA
433
Cary Street Partners Investment Advisory
Virginia
$11.9K 291 +73 +33%
SC
434
SouthState Corp
Florida
$11.1K 271 +13 +5%
C
435
Covestor
United Kingdom
$11K 270 -7 -3%
CTC
436
Central Trust Company
Missouri
$10.2K 250
DIP
437
DT Investment Partners
Pennsylvania
$9.15K 224
WWM
438
Wolff Wiese Magana
California
$8.94K 219 +32 +17%
SSG
439
Summit Securities Group
New York
$8.29K 203 +203 New
TPWA
440
Twin Peaks Wealth Advisors
California
$8.21K 217 +217 New
GWM
441
Geneos Wealth Management
Colorado
$8.17K 200 -100 -33%
FHA
442
First Horizon Advisors
Tennessee
$8.17K 200
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$7.8K 191
PFBT
444
Parkside Financial Bank & Trust
Missouri
$6.41K 157 +14 +10%
PWMG
445
Private Wealth Management Group
New Jersey
$6.33K 155
MSWA
446
Marshall & Sterling Wealth Advisors
New York
$5.88K 144
CA
447
CoreCap Advisors
Michigan
$5.51K 135
MCM
448
MAI Capital Management
Ohio
$5.35K 131 +76 +138%
IRC
449
Investors Research Corp
Georgia
$5.31K 130
GKIM
450
GW&K Investment Management
Massachusetts
$5K 111 +60 +118%