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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-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
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
451
Zions Bancorporation, National Association
Utah
$7.03K +$7.38K +201 +2,871%
GWM
452
Geneos Wealth Management
Colorado
$6.77K
FHC
453
First Horizon Corporation
Tennessee
$6.76K
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$6.66K -$8.96K -244 -55%
BC
455
Bayforest Capital
United Kingdom
$6.66K +$7.23K +197 New
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$6.45K
DWM
457
Dogwood Wealth Management
Kansas
$5.81K +$6.32K +172 New
LFG
458
Larson Financial Group
Missouri
$5.74K -$845 -23 -12%
C
459
Covestor
United Kingdom
$5K -$4.96K -135 -46%
WWM
460
Wolff Wiese Magana
California
$4.87K -$37 -1 -0.7%
KG
461
Kilter Group
New York
$4.56K +$184 +5 +4%
CA
462
CoreCap Advisors
Michigan
$4.56K
IRC
463
Investors Research Corp
Georgia
$4.39K
JSAM
464
J. Safra Asset Management
New York
$4.22K
CFO
465
CVA Family Office
Colorado
$3.38K
SGFG
466
Silver Grove Financial Group
New York
$3.21K +$3.49K +95 New
ST
467
Smithfield Trust
Pennsylvania
$3K
AF
468
Advisornet Financial
Minnesota
$2.94K +$734 +20 +30%
EP
469
Essential Partners
California
$2.84K -$588 -16 -16%
TPWA
470
Twin Peaks Wealth Advisors
California
$2.8K +$3.05K +83 New
PWMG
471
Private Wealth Management Group
New Jersey
$2.57K
AGWCA
472
Annis Gardner Whiting Capital Advisors
Florida
$2.53K -$7.09K -193 -72%
BGAI
473
Bruce G. Allen Investments
Colorado
$2.43K -$845 -23 -24%
AFC
474
Ares Financial Consulting
California
$2.4K
AP
475
Aspect Partners
Virginia
$2.37K +$73 +2 +3%

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.