493 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 195 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Abound Wealth Management
Tennessee
$864
WSFS
477
Wilmington Savings Fund Society
Delaware
$596
OP
478
ORG Partners
Indiana
$596
SRCM
479
Signature Resources Capital Management
California
$596
CPG
480
Cornerstone Planning Group
New Jersey
$568
RA
481
Rise Advisors
New York
$484
SIS
482
Sound Income Strategies
Florida
$358
SFCL
483
Strengthening Families & Communities LLC
Massachusetts
$301
MFT
484
Moisand Fitzgerald Tamayo
Florida
$299
AT
485
Avalon Trust
New Mexico
$299
DF
486
Dunhill Financial
United Kingdom
$271
TIM
487
Tortoise Investment Management
New York
$261
ZBNA
488
Zions Bancorporation, National Association
Utah
$224
PWAM
489
Private Wealth Asset Management
Iowa
$224
BHWM
490
Beaird Harris Wealth Management
Texas
$187
AWM
491
Activest Wealth Management
Florida
$186
RWS
492
Retirement Wealth Solutions
Wisconsin
$16
Norges Bank
493
Norges Bank
Norway
Alyeska Investment Group
494
Alyeska Investment Group
Illinois
VC
495
Vision Capital
Ontario, Canada
Axa
496
Axa
France
HRES
497
Heitman Real Estate Securities
Illinois
ECM
498
Eisler Capital Management
United Kingdom
TI
499
TrueMark Investments
Illinois
ERSOT
500
Employees Retirement System of Texas
Texas