518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 reducing their positions, and 60 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: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
CSPIA
426
Cary Street Partners Investment Advisory
Virginia
$16.2K
DE
427
DV Equities
Illinois
$15.4K
JFA
428
JNBA Financial Advisors
Minnesota
$15K
NS
429
NBC Securities
Alabama
$14.2K
RBI
430
Raiffeisen Bank International
Austria
$14K
TPCW
431
TD Private Client Wealth
New York
$14K
GIM
432
Gold Investment Management
Alberta, Canada
$12.8K
MCM
433
Manchester Capital Management
Vermont
$11.6K
VCM
434
Versant Capital Management
Arizona
$11.3K
TCOT
435
Trust Company of Toledo
Ohio
$11.1K
C
436
Covestor
United Kingdom
$11K
FAMI
437
Fideuram Asset Management (Ireland)
$10.9K
AGWCA
438
Annis Gardner Whiting Capital Advisors
Florida
$9.83K
CTC
439
Central Trust Company
Missouri
$9.17K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$8.36K
DIP
441
DT Investment Partners
Pennsylvania
$8.22K
SGK
442
Steigerwald Gordon & Koch
Virginia
$7.92K
FHC
443
First Horizon Corporation
Tennessee
$7.34K
GWM
444
Geneos Wealth Management
Colorado
$7.34K
LFG
445
Larson Financial Group
Missouri
$7.08K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$7.01K
HFS
447
Horizon Financial Services
North Carolina
$6.09K
IA
448
IFP Advisors
Florida
$5.79K
WWM
449
Wolff Wiese Magana
California
$5.31K
SL
450
Salomon & Ludwin
Virginia
$5.09K