523 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 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
523
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
APW
501
Aventura Private Wealth
Florida
$676
DWP
502
Destiny Wealth Partners
Florida
$676
TFA
503
Transamerica Financial Advisors
Florida
$641
GSEP
504
Golden State Equity Partners
California
$608
ACA
505
American Capital Advisory
Idaho
$541
SRCM
506
Signature Resources Capital Management
California
$540
CFM
507
Cornerstone Financial Management
Massachusetts
$540
FMP
508
Financial Management Professionals
Texas
$507
S
509
Sachetta
Massachusetts
$507
RWM
510
Rialto Wealth Management
New York
$507
SL
511
Salomon & Ludwin
Virginia
$485
BIA
512
Bell Investment Advisors
California
$473
WA
513
Whipplewood Advisors
Colorado
$372
SIS
514
Sound Income Strategies
Florida
$342
AWM
515
Activest Wealth Management
Florida
$304
SIM
516
Synergy Investment Management
Florida
$304
HFS
517
Hughes Financial Services
Virginia
$236
SVCP
518
Silicon Valley Capital Partners
California
$203
RF
519
Rossby Financial
Florida
$171
CWP
520
Clark Wealth Partners
Illinois
$136
3FI
521
3 Factor Indexing
California
$34
MAM
522
Meeder Asset Management
Ohio
$34
Norges Bank
523
Norges Bank
Norway
RIM
524
Rush Island Management
New York
Alyeska Investment Group
525
Alyeska Investment Group
Illinois