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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
426
International Assets Investment Management
Florida
$18.4K +$17.8K +500 New
DSC
427
Duncker Streett & Co
Missouri
$18.3K
SWM
428
SHP Wealth Management
Massachusetts
$17.8K +$17.2K +484 New
T
429
TOBAM
France
$17K
CBT
430
Crews Bank & Trust
Florida
$16.3K -$46.2K -1,298 -75%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$16.2K +$11.6K +326 +283%
DE
432
DV Equities
Illinois
$15.4K +$14.9K +420 New
JFA
433
JNBA Financial Advisors
Minnesota
$15K
NS
434
NBC Securities
Alabama
$14.2K -$462 -13 -3%
RBI
435
Raiffeisen Bank International
Austria
$14K
TPCW
436
TD Private Client Wealth
New York
$14K -$12.5K -352 -48%
GIM
437
Gold Investment Management
Alberta, Canada
$12.8K -$3.41K -96 -22%
MCM
438
Manchester Capital Management
Vermont
$11.6K +$8.61K +242 +323%
VCM
439
Versant Capital Management
Arizona
$11.3K -$20.2K -567 -65%
TCOT
440
Trust Company of Toledo
Ohio
$11.1K -$4.62K -130 -30%
C
441
Covestor
United Kingdom
$11K +$213 +6 +2%
FAMI
442
Fideuram Asset Management (Ireland)
$10.9K +$9.5K +267 New
AGWCA
443
Annis Gardner Whiting Capital Advisors
Florida
$9.83K -$7.22K -203 -43%
CTC
444
Central Trust Company
Missouri
$9.17K
PFBT
445
Parkside Financial Bank & Trust
Missouri
$8.36K +$1.1K +31 +16%
DIP
446
DT Investment Partners
Pennsylvania
$8.22K
SGK
447
Steigerwald Gordon & Koch
Virginia
$7.92K
FHC
448
First Horizon Corporation
Tennessee
$7.34K
GWM
449
Geneos Wealth Management
Colorado
$7.34K
LFG
450
Larson Financial Group
Missouri
$7.08K +$6.01K +169 +704%