507 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 203 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
507
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$4.51K
S
452
Sachetta
Massachusetts
$4.47K
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$4.28K
BGAI
454
Bruce G. Allen Investments
Colorado
$4.14K
MSG
455
Main Street Group
Virginia
$3.54K
BTI
456
Blue Trust Inc
Georgia
$3.46K
IWM
457
IMG Wealth Management
Florida
$3.02K
GKIM
458
GW&K Investment Management
Massachusetts
$3K
ST
459
Smithfield Trust
Pennsylvania
$3K
IA
460
IFP Advisors
Florida
$2.91K
MCM
461
Manchester Capital Management
Vermont
$2.79K
AP
462
Aspect Partners
Virginia
$2.76K
HI
463
Harbour Investments
Wisconsin
$2.54K
MCM
464
MV Capital Management
Maryland
$2.53K
SC
465
SouthState Corp
Florida
$2.42K
HHMI
466
Howard Hughes Medical Institute
Maryland
$2.42K
KA
467
Kozak & Associates
Colorado
$2.1K
GBT
468
Grove Bank & Trust
Florida
$2.09K
HHGA
469
Halbert Hargrove Global Advisors
California
$2.09K
MCM
470
MAI Capital Management
Ohio
$2.05K
FC
471
Financial Consulate
Maryland
$2.05K
PWA
472
Physician Wealth Advisors
Utah
$2.01K
AF
473
Advisornet Financial
Minnesota
$1.94K
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K
FFO
475
Fortitude Family Office
Arizona
$1.68K