515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SHP Wealth Management
Massachusetts
$15.6K
CBT
427
Crews Bank & Trust
Florida
$15K
TPCW
428
TD Private Client Wealth
New York
$14.9K
NS
429
NBC Securities
Alabama
$14.1K
JFA
430
JNBA Financial Advisors
Minnesota
$13.8K
IA
431
IFP Advisors
Florida
$13.1K
RBI
432
Raiffeisen Bank International
Austria
$12.7K
PFBT
433
Parkside Financial Bank & Trust
Missouri
$12.2K
QC
434
Quent Capital
New York
$12K
GIM
435
Gold Investment Management
Alberta, Canada
$11.8K
HFS
436
Horizon Financial Services
North Carolina
$11.1K
MCM
437
Manchester Capital Management
Vermont
$10.7K
TCOT
438
Trust Company of Toledo
Ohio
$10.5K
HWP
439
Highline Wealth Partners
California
$8.95K
CTC
440
Central Trust Company
Missouri
$8.45K
DIP
441
DT Investment Partners
Pennsylvania
$7.57K
SGK
442
Steigerwald Gordon & Koch
Virginia
$7.3K
MWC
443
MBM Wealth Consultants
Missouri
$7.3K
ZBNA
444
Zions Bancorporation, National Association
Utah
$7.03K
GWM
445
Geneos Wealth Management
Colorado
$6.77K
FHC
446
First Horizon Corporation
Tennessee
$6.76K
CSPIA
447
Cary Street Partners Investment Advisory
Virginia
$6.66K
BC
448
Bayforest Capital
United Kingdom
$6.66K
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$6.45K
DWM
450
Dogwood Wealth Management
Kansas
$5.81K