497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 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 funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

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

Holders
497
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
NS
426
NBC Securities
Alabama
$14.9K
BBHC
427
Brown Brothers Harriman & Co
New York
$14.5K
RBI
428
Raiffeisen Bank International
Austria
$14K
SL
429
Salomon & Ludwin
Virginia
$12.7K
C
430
Covestor
United Kingdom
$11K
CTC
431
Central Trust Company
Missouri
$9.31K
DIP
432
DT Investment Partners
Pennsylvania
$8.35K
SGK
433
Steigerwald Gordon & Koch
Virginia
$8.05K
GWM
434
Geneos Wealth Management
Colorado
$7.45K
FHC
435
First Horizon Corporation
Tennessee
$7.45K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$7.34K
WWM
437
Wolff Wiese Magana
California
$7.12K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$7.12K
MAM
439
Meeder Asset Management
Ohio
$6.3K
HFS
440
Horizon Financial Services
North Carolina
$6.18K
WANY
441
Wealthspire Advisors (New York)
New York
$6.11K
MSWA
442
Marshall & Sterling Wealth Advisors
New York
$5.85K
PWMG
443
Private Wealth Management Group
New Jersey
$5.7K
CA
444
CoreCap Advisors
Michigan
$5.03K
HWA
445
Heartwood Wealth Advisors
Virginia
$5.03K
IRC
446
Investors Research Corp
Georgia
$4.84K
BCWM
447
Bartlett & Co Wealth Management
Ohio
$4.51K
S
448
Sachetta
Massachusetts
$4.47K
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
$4.28K
BGAI
450
Bruce G. Allen Investments
Colorado
$4.14K