513 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$14K
GIM
427
Gold Investment Management
Alberta, Canada
$12.8K
MCM
428
Manchester Capital Management
Vermont
$11.6K
VCM
429
Versant Capital Management
Arizona
$11.3K
TCOT
430
Trust Company of Toledo
Ohio
$11.1K
C
431
Covestor
United Kingdom
$11K
FAMI
432
Fideuram Asset Management (Ireland)
$10.9K
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$9.83K
CTC
434
Central Trust Company
Missouri
$9.17K
PFBT
435
Parkside Financial Bank & Trust
Missouri
$8.36K
DIP
436
DT Investment Partners
Pennsylvania
$8.22K
SGK
437
Steigerwald Gordon & Koch
Virginia
$7.92K
FHC
438
First Horizon Corporation
Tennessee
$7.34K
GWM
439
Geneos Wealth Management
Colorado
$7.34K
LFG
440
Larson Financial Group
Missouri
$7.08K
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$7.01K
HFS
442
Horizon Financial Services
North Carolina
$6.09K
IA
443
IFP Advisors
Florida
$5.79K
WWM
444
Wolff Wiese Magana
California
$5.31K
SL
445
Salomon & Ludwin
Virginia
$5.09K
CA
446
CoreCap Advisors
Michigan
$4.95K
KG
447
Kilter Group
New York
$4.77K
IRC
448
Investors Research Corp
Georgia
$4.77K
JSAM
449
J. Safra Asset Management
New York
$4.58K
WWA
450
Wealth Watch Advisors
Colorado
$4.33K