504 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
504
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
JFA
426
JNBA Financial Advisors
Minnesota
$15.3K
NS
427
NBC Securities
Alabama
$14.9K
BBHC
428
Brown Brothers Harriman & Co
New York
$14.5K
RBI
429
Raiffeisen Bank International
Austria
$14K
SL
430
Salomon & Ludwin
Virginia
$12.7K
C
431
Covestor
United Kingdom
$11K
CTC
432
Central Trust Company
Missouri
$9.31K
DIP
433
DT Investment Partners
Pennsylvania
$8.35K
SGK
434
Steigerwald Gordon & Koch
Virginia
$8.05K
GWM
435
Geneos Wealth Management
Colorado
$7.45K
FHC
436
First Horizon Corporation
Tennessee
$7.45K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$7.34K
WWM
438
Wolff Wiese Magana
California
$7.12K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$7.12K
MAM
440
Meeder Asset Management
Ohio
$6.3K
HFS
441
Horizon Financial Services
North Carolina
$6.18K
WANY
442
Wealthspire Advisors (New York)
New York
$6.11K
MSWA
443
Marshall & Sterling Wealth Advisors
New York
$5.85K
PWMG
444
Private Wealth Management Group
New Jersey
$5.7K
CA
445
CoreCap Advisors
Michigan
$5.03K
HWA
446
Heartwood Wealth Advisors
Virginia
$5.03K
IRC
447
Investors Research Corp
Georgia
$4.84K
BCWM
448
Bartlett & Co Wealth Management
Ohio
$4.51K
S
449
Sachetta
Massachusetts
$4.47K
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$4.28K