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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-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
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
476
SouthState Corp
Florida
$2.33K +$698 +19 +38%
BTI
477
Blue Trust Inc
Georgia
$2.2K -$624 -17 -21%
CPG
478
Cornerstone Planning Group
New Jersey
$2.19K -$331 -9 -13%
MCM
479
MV Capital Management
Maryland
$2.16K -$37 -1 -2%
KA
480
Kozak & Associates
Colorado
$2.14K +$37 +1 +2%
EWP
481
Elevation Wealth Partners
California
$2.03K +$661 +18 +43%
NA
482
NewEdge Advisors
Louisiana
$2.03K +$2.2K +60 New
GKIM
483
GW&K Investment Management
Massachusetts
$2K -$147 -4 -5%
PWA
484
Physician Wealth Advisors
Utah
$1.99K -$1.4K -38 -39%
CFG
485
Clayton Financial Group
Missouri
$1.82K +$661 +18 +50%
WIM
486
Westside Investment Management
California
$1.82K
RWM
487
Raffa Wealth Management
District of Columbia
$1.76K
SSG
488
Summit Securities Group
New York
$1.66K -$151K -4,116 -99%
SS
489
Sunbelt Securities
Texas
$1.59K +$588 +16 +52%
FFO
490
Fortitude Family Office
Arizona
$1.52K
GWS
491
Greykasell Wealth Strategies
California
$1.45K +$1.58K +43 New
HI
492
Harbour Investments
Wisconsin
$1.26K -$1.8K -49 -57%
JWM
493
JPL Wealth Management
Colorado
$1.18K +$1.28K +35 New
SWM
494
Spire Wealth Management
Virginia
$1.18K -$588 -16 -31%
NL
495
NVWM LLC
Pennsylvania
$1.18K -$551 -15 -30%
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K
TFM
497
TFC Financial Management
Massachusetts
$1.11K
KFAS
498
Keating Financial Advisory Services
Kansas
$1.08K +$257 +7 +28%
IWS
499
Intentional Wealth Strategies
Colorado
$878 +$955 +26 New
HAP
500
Harbor Asset Planning
Massachusetts
$811

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.