502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
QC
426
Quent Capital
New York
$20.1K
SL
427
Salomon & Ludwin
Virginia
$19.5K
MCM
428
Manchester Capital Management
Vermont
$18K +$2.44K +54 +16%
MSG
429
Main Street Group
Virginia
$17.1K
BBHC
430
Brown Brothers Harriman & Co
New York
$17.1K +$13.8K +306 +425%
NS
431
NBC Securities
Alabama
$17K +$17K +388 New
WSFS
432
Wilmington Savings Fund Society
Delaware
$15.4K
GWM
433
Geneos Wealth Management
Colorado
$13.6K -$2.3K -51 -15%
C
434
Covestor
United Kingdom
$13K -$28.2K -600 -68%
WF
435
Wayfinding Financial
Washington
$13K +$13K +298 New
FFA
436
Farther Finance Advisors
California
$11.7K -$15.8K -349 -57%
SC
437
SouthState Corp
Florida
$11.7K +$11.7K +258 New
CTC
438
Central Trust Company
Missouri
$11.3K
AAP
439
Arax Advisory Partners
Colorado
$11.2K +$5.29K +117 +89%
DIP
440
DT Investment Partners
Pennsylvania
$10.1K
CSPIA
441
Cary Street Partners Investment Advisory
Virginia
$9.85K +$1.4K +31 +17%
LFG
442
Larson Financial Group
Missouri
$9.85K +$8.27K +183 +523%
FHA
443
First Horizon Advisors
Tennessee
$9.03K +$9.03K +200 New
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$8.63K
WWM
445
Wolff Wiese Magana
California
$8.45K +$90 +2 +1%
PWMG
446
Private Wealth Management Group
New Jersey
$7K -$136 -3 -2%
MSWA
447
Marshall & Sterling Wealth Advisors
New York
$6.5K +$6.5K +144 New
PFBT
448
Parkside Financial Bank & Trust
Missouri
$6.46K -$407 -9 -6%
CA
449
CoreCap Advisors
Michigan
$6.1K
IRC
450
Investors Research Corp
Georgia
$5.87K