502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
451
Meeder Asset Management
Ohio
$5.78K -$3.3K -73 -36%
SCB
452
Saudi Central Bank
Saudi Arabia
$5.56K +$5.56K +123 New
IA
453
IFP Advisors
Florida
$5.24K
NC
454
NewSquare Capital
Pennsylvania
$5.1K +$4.52K +100 +769%
BGAI
455
Bruce G. Allen Investments
Colorado
$5.01K
MCM
456
MV Capital Management
Maryland
$3.89K -$136 -3 -3%
FMP
457
Financial Management Professionals
Texas
$3.79K -$542 -12 -13%
AP
458
Aspect Partners
Virginia
$3.34K
KIG
459
Kessler Investment Group
Indiana
$3.07K
ST
460
Smithfield Trust
Pennsylvania
$3K
HI
461
Harbour Investments
Wisconsin
$2.85K
S
462
Sachetta
Massachusetts
$2.76K -$45 -1 -2%
GFPC
463
Global Financial Private Client
Florida
$2.53K
MCM
464
MAI Capital Management
Ohio
$2.49K
AF
465
Advisornet Financial
Minnesota
$2.44K -$632 -14 -21%
KA
466
Kozak & Associates
Colorado
$2.4K +$41 +1 +2%
FFO
467
Fortitude Family Office
Arizona
$2.03K
GKIM
468
GW&K Investment Management
Massachusetts
$2K
CIAS
469
CBIZ Investment Advisory Services
Ohio
$1.99K
DF
470
Dunhill Financial
United Kingdom
$1.99K -$722 -16 -27%
PWMG
471
Prestige Wealth Management Group
New Jersey
$1.81K
GBT
472
Grove Bank & Trust
Florida
$1.81K
TFM
473
TFC Financial Management
Massachusetts
$1.76K
PWAM
474
Private Wealth Asset Management
Iowa
$1.63K +$1.63K +36 New
WCM
475
WealthTrak Capital Management
Virginia
$1.58K +$678 +15 +75%