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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
426
TD Capital Management
Tennessee
$20.3K +$22K +600 New
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$1.73K +47 +9%
IAIM
428
International Assets Investment Management
Florida
$17.1K
RFP
429
Root Financial Partners
California
$17.1K +$17.7K +481 +1,924%
BWL
430
Bogart Wealth LLC
Virginia
$16.9K -$551 -15 -3%
DSC
431
Duncker Streett & Co
Missouri
$16.9K
OCWP
432
Owl Creek Wealth Partners
Colorado
$16.7K +$18.2K +495 New
SWM
433
SHP Wealth Management
Massachusetts
$15.6K -$771 -21 -4%
CBT
434
Crews Bank & Trust
Florida
$15K
TPCW
435
TD Private Client Wealth
New York
$14.9K +$2.17K +59 +15%
NS
436
NBC Securities
Alabama
$14.1K +$1.03K +28 +7%
JFA
437
JNBA Financial Advisors
Minnesota
$13.8K
IA
438
IFP Advisors
Florida
$13.1K +$8.45K +230 +146%
RBI
439
Raiffeisen Bank International
Austria
$12.7K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$12.2K +$4.85K +132 +58%
QC
441
Quent Capital
New York
$12K -$13.3K -363 -50%
GIM
442
Gold Investment Management
Alberta, Canada
$11.8K
HFS
443
Horizon Financial Services
North Carolina
$11.1K +$6.02K +164 +99%
MCM
444
Manchester Capital Management
Vermont
$10.7K
TCOT
445
Trust Company of Toledo
Ohio
$10.5K +$367 +10 +3%
HWP
446
Highline Wealth Partners
California
$8.95K +$9.73K +265 New
CTC
447
Central Trust Company
Missouri
$8.45K
DIP
448
DT Investment Partners
Pennsylvania
$7.57K
SGK
449
Steigerwald Gordon & Koch
Virginia
$7.3K
MWC
450
MBM Wealth Consultants
Missouri
$7.3K +$7.93K +216 New

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.