518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 reducing their positions, and 60 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: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
CA
451
CoreCap Advisors
Michigan
$4.95K
KG
452
Kilter Group
New York
$4.77K
IRC
453
Investors Research Corp
Georgia
$4.77K
JSAM
454
J. Safra Asset Management
New York
$4.58K
WWA
455
Wealth Watch Advisors
Colorado
$4.33K
EW
456
Elyxium Wealth
California
$3.96K
CFO
457
CVA Family Office
Colorado
$3.67K
PWA
458
Physician Wealth Advisors
Utah
$3.56K
BGAI
459
Bruce G. Allen Investments
Colorado
$3.48K
HI
460
Harbour Investments
Wisconsin
$3.17K
BTI
461
Blue Trust Inc
Georgia
$3.01K
GKIM
462
GW&K Investment Management
Massachusetts
$3K
ST
463
Smithfield Trust
Pennsylvania
$3K
AW
464
Avion Wealth
Texas
$3K
IWM
465
IMG Wealth Management
Florida
$2.97K
PWMG
466
Private Wealth Management Group
New Jersey
$2.79K
AFC
467
Ares Financial Consulting
California
$2.57K
CPG
468
Cornerstone Planning Group
New Jersey
$2.51K
FC
469
Financial Consulate
Maryland
$2.5K
AP
470
Aspect Partners
Virginia
$2.49K
TPBG
471
Turning Point Benefit Group
Maryland
$2.49K
AF
472
Advisornet Financial
Minnesota
$2.46K
MCM
473
MV Capital Management
Maryland
$2.38K
HHMI
474
Howard Hughes Medical Institute
Maryland
$2.38K
KA
475
Kozak & Associates
Colorado
$2.24K