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525 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

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
501
Dunhill Financial
United Kingdom
$769 -$184 -5 -19%
BW
502
Basepoint Wealth
Iowa
$750 +$37 +1 +5%
APW
503
Aventura Private Wealth
Florida
$676
DWP
504
Destiny Wealth Partners
Florida
$676 +$734 +20 New
TFA
505
Transamerica Financial Advisors
Florida
$641 +$294 +8 +73%
GSEP
506
Golden State Equity Partners
California
$608 +$661 +18 New
ACA
507
American Capital Advisory
Idaho
$541 -$37 -1 -6%
CFM
508
Cornerstone Financial Management
Massachusetts
$540
SRCM
509
Signature Resources Capital Management
California
$540
FMP
510
Financial Management Professionals
Texas
$507 -$551 -15 -50%
RWM
511
Rialto Wealth Management
New York
$507
S
512
Sachetta
Massachusetts
$507
SL
513
Salomon & Ludwin
Virginia
$485 -$4.66K -127 -90%
BIA
514
Bell Investment Advisors
California
$473
WA
515
Whipplewood Advisors
Colorado
$372 +$404 +11 New
SIS
516
Sound Income Strategies
Florida
$342
AWM
517
Activest Wealth Management
Florida
$304
SIM
518
Synergy Investment Management
Florida
$304 +$331 +9 New
HFS
519
Hughes Financial Services
Virginia
$236 +$110 +3 +75%
SVCP
520
Silicon Valley Capital Partners
California
$203 +$220 +6 New
RF
521
Rossby Financial
Florida
$171
CWP
522
Clark Wealth Partners
Illinois
$136 -$404 -11 -73%
3FI
523
3 Factor Indexing
California
$34 +$37 +1 New
MAM
524
Meeder Asset Management
Ohio
$34 +$37 +1 New
Norges Bank
525
Norges Bank
Norway
-$1.08B -29,492,515 Closed