513 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 61 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: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
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
FFO
476
Fortitude Family Office
Arizona
$1.65K
EWP
477
Elevation Wealth Partners
California
$1.54K
PWMG
478
Prestige Wealth Management Group
New Jersey
$1.47K
CFG
479
Clayton Financial Group
Missouri
$1.32K
JFGIW
480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21K
TFM
481
TFC Financial Management
Massachusetts
$1.21K
SS
482
Sunbelt Securities
Texas
$1.14K
FMP
483
Financial Management Professionals
Texas
$1.1K
DF
484
Dunhill Financial
United Kingdom
$993
PWA
485
Principia Wealth Advisory
Texas
$990
RFP
486
Root Financial Partners
California
$917
KFAS
487
Keating Financial Advisory Services
Kansas
$917
HAP
488
Harbor Asset Planning
Massachusetts
$880
AWM
489
Abound Wealth Management
Tennessee
$851
BW
490
Basepoint Wealth
Iowa
$804
APW
491
Aventura Private Wealth
Florida
$734
OP
492
ORG Partners
Indiana
$732
ACA
493
American Capital Advisory
Idaho
$624
SRCM
494
Signature Resources Capital Management
California
$587
CFM
495
Cornerstone Financial Management
Massachusetts
$587
S
496
Sachetta
Massachusetts
$551
RWM
497
Rialto Wealth Management
New York
$551
CWP
498
Clark Wealth Partners
Illinois
$550
CIA
499
Cape Investment Advisory
Georgia
$514
NSIM
500
North Star Investment Management
Illinois
$514