515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 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:

less call options, than puts

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

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
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
CFG
476
Clayton Financial Group
Missouri
$1.82K
WIM
477
Westside Investment Management
California
$1.82K
SSG
478
Summit Securities Group
New York
$1.66K
FFO
479
Fortitude Family Office
Arizona
$1.52K
GWS
480
Greykasell Wealth Strategies
California
$1.45K
HI
481
Harbour Investments
Wisconsin
$1.26K
JWM
482
JPL Wealth Management
Colorado
$1.18K
SWM
483
Spire Wealth Management
Virginia
$1.18K
NL
484
NVWM LLC
Pennsylvania
$1.18K
TFM
485
TFC Financial Management
Massachusetts
$1.11K
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K
KFAS
487
Keating Financial Advisory Services
Kansas
$1.08K
IWS
488
Intentional Wealth Strategies
Colorado
$878
HAP
489
Harbor Asset Planning
Massachusetts
$811
QWM
490
Quaker Wealth Management
New Jersey
$811
AWM
491
Abound Wealth Management
Tennessee
$784
DF
492
Dunhill Financial
United Kingdom
$769
BW
493
Basepoint Wealth
Iowa
$750
APW
494
Aventura Private Wealth
Florida
$676
DWP
495
Destiny Wealth Partners
Florida
$676
TFA
496
Transamerica Financial Advisors
Florida
$641
GSEP
497
Golden State Equity Partners
California
$608
ACA
498
American Capital Advisory
Idaho
$541
SRCM
499
Signature Resources Capital Management
California
$540
CFM
500
Cornerstone Financial Management
Massachusetts
$540