514 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 192 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
501
North Star Investment Management
Illinois
$514
BIA
502
Bell Investment Advisors
California
$514
QWM
503
Quaker Wealth Management
New Jersey
$514
TFA
504
Transamerica Financial Advisors
Florida
$403
SIS
505
Sound Income Strategies
Florida
$376
LIA
506
Luken Investment Analytics
Tennessee
$367
UFPG
507
United Financial Planning Group
New York
$367
AWM
508
Activest Wealth Management
Florida
$330
ZBNA
509
Zions Bancorporation, National Association
Utah
$257
PWAM
510
Private Wealth Asset Management
Iowa
$220
CT
511
Colonial Trust
South Carolina
$220
RF
512
Rossby Financial
Florida
$183
HFS
513
Hughes Financial Services
Virginia
$147
MMCM
514
Murphy & Mullick Capital Management
New York
$110
EGM
515
Engineers Gate Manager
New York
Diamond Hill Capital Management
516
Diamond Hill Capital Management
Ohio
Arrowstreet Capital
517
Arrowstreet Capital
Massachusetts
GCA
518
GSI Capital Advisors
California
CC
519
Centiva Capital
New York
YIH
520
Y-Intercept (HK)
Hong Kong
LBIM
521
Land & Buildings Investment Management
Connecticut
AA
522
ABC Arbitrage
France
BAMCO Inc
523
BAMCO Inc
New York
Los Angeles Capital Management
524
Los Angeles Capital Management
California
D.E. Shaw & Co
525
D.E. Shaw & Co
New York