515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$5.74K
C
452
Covestor
United Kingdom
$5K
WWM
453
Wolff Wiese Magana
California
$4.87K
KG
454
Kilter Group
New York
$4.56K
CA
455
CoreCap Advisors
Michigan
$4.56K
IRC
456
Investors Research Corp
Georgia
$4.39K
JSAM
457
J. Safra Asset Management
New York
$4.22K
CFO
458
CVA Family Office
Colorado
$3.38K
SGFG
459
Silver Grove Financial Group
New York
$3.21K
ST
460
Smithfield Trust
Pennsylvania
$3K
AF
461
Advisornet Financial
Minnesota
$2.94K
TPWA
462
Twin Peaks Wealth Advisors
California
$2.8K
PWMG
463
Private Wealth Management Group
New Jersey
$2.57K
AGWCA
464
Annis Gardner Whiting Capital Advisors
Florida
$2.53K
BGAI
465
Bruce G. Allen Investments
Colorado
$2.43K
AFC
466
Ares Financial Consulting
California
$2.4K
AP
467
Aspect Partners
Virginia
$2.37K
SC
468
SouthState Corp
Florida
$2.33K
BTI
469
Blue Trust Inc
Georgia
$2.2K
CPG
470
Cornerstone Planning Group
New Jersey
$2.19K
MCM
471
MV Capital Management
Maryland
$2.16K
KA
472
Kozak & Associates
Colorado
$2.14K
EWP
473
Elevation Wealth Partners
California
$2.03K
GKIM
474
GW&K Investment Management
Massachusetts
$2K
PWA
475
Physician Wealth Advisors
Utah
$1.99K