513 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, 191 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: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
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
EW
451
Elyxium Wealth
California
$3.96K
CFO
452
CVA Family Office
Colorado
$3.67K
PWA
453
Physician Wealth Advisors
Utah
$3.56K
BGAI
454
Bruce G. Allen Investments
Colorado
$3.48K
HI
455
Harbour Investments
Wisconsin
$3.17K
BTI
456
Blue Trust Inc
Georgia
$3.01K
GKIM
457
GW&K Investment Management
Massachusetts
$3K
ST
458
Smithfield Trust
Pennsylvania
$3K
AW
459
Avion Wealth
Texas
$3K
IWM
460
IMG Wealth Management
Florida
$2.97K
PWMG
461
Private Wealth Management Group
New Jersey
$2.79K
AFC
462
Ares Financial Consulting
California
$2.57K
CPG
463
Cornerstone Planning Group
New Jersey
$2.51K
FC
464
Financial Consulate
Maryland
$2.5K
AP
465
Aspect Partners
Virginia
$2.49K
TPBG
466
Turning Point Benefit Group
Maryland
$2.49K
AF
467
Advisornet Financial
Minnesota
$2.46K
MCM
468
MV Capital Management
Maryland
$2.38K
HHMI
469
Howard Hughes Medical Institute
Maryland
$2.38K
KA
470
Kozak & Associates
Colorado
$2.24K
MCM
471
MAI Capital Management
Ohio
$2.02K
WIM
472
Westside Investment Management
California
$1.98K
SWM
473
Spire Wealth Management
Virginia
$1.87K
SC
474
SouthState Corp
Florida
$1.83K
NL
475
NVWM LLC
Pennsylvania
$1.83K