523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 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:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-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
523
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
FHC
451
First Horizon Corporation
Tennessee
$6.76K
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$6.66K
BC
453
Bayforest Capital
United Kingdom
$6.66K
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$6.45K
DWM
455
Dogwood Wealth Management
Kansas
$5.81K
LFG
456
Larson Financial Group
Missouri
$5.74K
C
457
Covestor
United Kingdom
$5K
WWM
458
Wolff Wiese Magana
California
$4.87K
KG
459
Kilter Group
New York
$4.56K
CA
460
CoreCap Advisors
Michigan
$4.56K
IRC
461
Investors Research Corp
Georgia
$4.39K
JSAM
462
J. Safra Asset Management
New York
$4.22K
CFO
463
CVA Family Office
Colorado
$3.38K
SGFG
464
Silver Grove Financial Group
New York
$3.21K
ST
465
Smithfield Trust
Pennsylvania
$3K
AF
466
Advisornet Financial
Minnesota
$2.94K
EP
467
Essential Partners
California
$2.84K
TPWA
468
Twin Peaks Wealth Advisors
California
$2.8K
PWMG
469
Private Wealth Management Group
New Jersey
$2.57K
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
$2.53K
BGAI
471
Bruce G. Allen Investments
Colorado
$2.43K
AFC
472
Ares Financial Consulting
California
$2.4K
AP
473
Aspect Partners
Virginia
$2.37K
SC
474
SouthState Corp
Florida
$2.33K
BTI
475
Blue Trust Inc
Georgia
$2.2K