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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 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: $ → $

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
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
AP
476
Aspect Partners
Virginia
$2.49K
TPBG
477
Turning Point Benefit Group
Maryland
$2.49K
AF
478
Advisornet Financial
Minnesota
$2.46K
MCM
479
MV Capital Management
Maryland
$2.38K
HHMI
480
Howard Hughes Medical Institute
Maryland
$2.38K
KA
481
Kozak & Associates
Colorado
$2.24K
MCM
482
MAI Capital Management
Ohio
$2.02K
WIM
483
Westside Investment Management
California
$1.98K
SWM
484
Spire Wealth Management
Virginia
$1.87K
SC
485
SouthState Corp
Florida
$1.83K
NL
486
NVWM LLC
Pennsylvania
$1.83K
FFO
487
Fortitude Family Office
Arizona
$1.65K
EWP
488
Elevation Wealth Partners
California
$1.54K
PWMG
489
Prestige Wealth Management Group
New Jersey
$1.47K
CFG
490
Clayton Financial Group
Missouri
$1.32K
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21K
TFM
492
TFC Financial Management
Massachusetts
$1.21K
SS
493
Sunbelt Securities
Texas
$1.14K
FMP
494
Financial Management Professionals
Texas
$1.1K
DF
495
Dunhill Financial
United Kingdom
$993
PWA
496
Principia Wealth Advisory
Texas
$990
RFP
497
Root Financial Partners
California
$917
KFAS
498
Keating Financial Advisory Services
Kansas
$917
HAP
499
Harbor Asset Planning
Massachusetts
$880
AWM
500
Abound Wealth Management
Tennessee
$851