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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
476
Blue Trust Inc
Georgia
$2.2K -$624 -17 -21%
CPG
477
Cornerstone Planning Group
New Jersey
$2.19K -$331 -9 -13%
MCM
478
MV Capital Management
Maryland
$2.16K -$37 -1 -2%
KA
479
Kozak & Associates
Colorado
$2.14K +$37 +1 +2%
EWP
480
Elevation Wealth Partners
California
$2.03K +$661 +18 +43%
NA
481
NewEdge Advisors
Louisiana
$2.03K +$2.2K +60 New
GKIM
482
GW&K Investment Management
Massachusetts
$2K -$147 -4 -5%
PWA
483
Physician Wealth Advisors
Utah
$1.99K -$1.4K -38 -39%
CFG
484
Clayton Financial Group
Missouri
$1.82K +$661 +18 +50%
WIM
485
Westside Investment Management
California
$1.82K
SSG
486
Summit Securities Group
New York
$1.66K -$151K -4,116 -99%
SS
487
Sunbelt Securities
Texas
$1.59K +$588 +16 +52%
FFO
488
Fortitude Family Office
Arizona
$1.52K
GWS
489
Greykasell Wealth Strategies
California
$1.45K +$1.58K +43 New
HI
490
Harbour Investments
Wisconsin
$1.26K -$1.8K -49 -57%
JWM
491
JPL Wealth Management
Colorado
$1.18K +$1.28K +35 New
SWM
492
Spire Wealth Management
Virginia
$1.18K -$588 -16 -31%
NL
493
NVWM LLC
Pennsylvania
$1.18K -$551 -15 -30%
JFGIW
494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K
TFM
495
TFC Financial Management
Massachusetts
$1.11K
KFAS
496
Keating Financial Advisory Services
Kansas
$1.08K +$257 +7 +28%
IWS
497
Intentional Wealth Strategies
Colorado
$878 +$955 +26 New
HAP
498
Harbor Asset Planning
Massachusetts
$811
QWM
499
Quaker Wealth Management
New Jersey
$811 +$367 +10 +71%
AWM
500
Abound Wealth Management
Tennessee
$784