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524 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less call options, than puts

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

4.59% less ownership

Funds ownership: 103.45%98.86% (-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
524
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
CPG
476
Cornerstone Planning Group
New Jersey
$2.19K
MCM
477
MV Capital Management
Maryland
$2.16K
KA
478
Kozak & Associates
Colorado
$2.14K
EWP
479
Elevation Wealth Partners
California
$2.03K
NA
480
NewEdge Advisors
Louisiana
$2.03K
GKIM
481
GW&K Investment Management
Massachusetts
$2K
PWA
482
Physician Wealth Advisors
Utah
$1.99K
CFG
483
Clayton Financial Group
Missouri
$1.82K
WIM
484
Westside Investment Management
California
$1.82K
SSG
485
Summit Securities Group
New York
$1.66K
SS
486
Sunbelt Securities
Texas
$1.59K
FFO
487
Fortitude Family Office
Arizona
$1.52K
GWS
488
Greykasell Wealth Strategies
California
$1.45K
HI
489
Harbour Investments
Wisconsin
$1.26K
JWM
490
JPL Wealth Management
Colorado
$1.18K
SWM
491
Spire Wealth Management
Virginia
$1.18K
NL
492
NVWM LLC
Pennsylvania
$1.18K
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K
TFM
494
TFC Financial Management
Massachusetts
$1.11K
KFAS
495
Keating Financial Advisory Services
Kansas
$1.08K
IWS
496
Intentional Wealth Strategies
Colorado
$878
HAP
497
Harbor Asset Planning
Massachusetts
$811
QWM
498
Quaker Wealth Management
New Jersey
$811
AWM
499
Abound Wealth Management
Tennessee
$784
DF
500
Dunhill Financial
United Kingdom
$769