514 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 192 reducing their positions, and 61 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: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

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

Holders
514
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
WWA
451
Wealth Watch Advisors
Colorado
$4.33K
EW
452
Elyxium Wealth
California
$3.96K
CFO
453
CVA Family Office
Colorado
$3.67K
PWA
454
Physician Wealth Advisors
Utah
$3.56K
BGAI
455
Bruce G. Allen Investments
Colorado
$3.48K
HI
456
Harbour Investments
Wisconsin
$3.17K
BTI
457
Blue Trust Inc
Georgia
$3.01K
GKIM
458
GW&K Investment Management
Massachusetts
$3K
ST
459
Smithfield Trust
Pennsylvania
$3K
AW
460
Avion Wealth
Texas
$3K
IWM
461
IMG Wealth Management
Florida
$2.97K
PWMG
462
Private Wealth Management Group
New Jersey
$2.79K
AFC
463
Ares Financial Consulting
California
$2.57K
CPG
464
Cornerstone Planning Group
New Jersey
$2.51K
FC
465
Financial Consulate
Maryland
$2.5K
AP
466
Aspect Partners
Virginia
$2.49K
TPBG
467
Turning Point Benefit Group
Maryland
$2.49K
AF
468
Advisornet Financial
Minnesota
$2.46K
MCM
469
MV Capital Management
Maryland
$2.38K
HHMI
470
Howard Hughes Medical Institute
Maryland
$2.38K
KA
471
Kozak & Associates
Colorado
$2.24K
MCM
472
MAI Capital Management
Ohio
$2.02K
WIM
473
Westside Investment Management
California
$1.98K
SWM
474
Spire Wealth Management
Virginia
$1.87K
SC
475
SouthState Corp
Florida
$1.83K