493 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, 195 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
493
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
CTC
426
Central Trust Company
Missouri
$9.31K
DIP
427
DT Investment Partners
Pennsylvania
$8.35K
SGK
428
Steigerwald Gordon & Koch
Virginia
$8.05K
GWM
429
Geneos Wealth Management
Colorado
$7.45K
FHC
430
First Horizon Corporation
Tennessee
$7.45K
PFBT
431
Parkside Financial Bank & Trust
Missouri
$7.34K
WWM
432
Wolff Wiese Magana
California
$7.12K
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$7.12K
MAM
434
Meeder Asset Management
Ohio
$6.3K
HFS
435
Horizon Financial Services
North Carolina
$6.18K
WANY
436
Wealthspire Advisors (New York)
New York
$6.11K
MSWA
437
Marshall & Sterling Wealth Advisors
New York
$5.85K
PWMG
438
Private Wealth Management Group
New Jersey
$5.7K
CA
439
CoreCap Advisors
Michigan
$5.03K
HWA
440
Heartwood Wealth Advisors
Virginia
$5.03K
IRC
441
Investors Research Corp
Georgia
$4.84K
BCWM
442
Bartlett & Co Wealth Management
Ohio
$4.51K
S
443
Sachetta
Massachusetts
$4.47K
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$4.28K
BGAI
445
Bruce G. Allen Investments
Colorado
$4.14K
MSG
446
Main Street Group
Virginia
$3.54K
BTI
447
Blue Trust Inc
Georgia
$3.46K
IWM
448
IMG Wealth Management
Florida
$3.02K
GKIM
449
GW&K Investment Management
Massachusetts
$3K
ST
450
Smithfield Trust
Pennsylvania
$3K