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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 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: $ → $

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
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
BW
501
Basepoint Wealth
Iowa
$804
APW
502
Aventura Private Wealth
Florida
$734
OP
503
ORG Partners
Indiana
$732
ACA
504
American Capital Advisory
Idaho
$624
SRCM
505
Signature Resources Capital Management
California
$587
CFM
506
Cornerstone Financial Management
Massachusetts
$587
S
507
Sachetta
Massachusetts
$551
RWM
508
Rialto Wealth Management
New York
$551
CWP
509
Clark Wealth Partners
Illinois
$550
BIA
510
Bell Investment Advisors
California
$514
CIA
511
Cape Investment Advisory
Georgia
$514
NSIM
512
North Star Investment Management
Illinois
$514
QWM
513
Quaker Wealth Management
New Jersey
$514
TFA
514
Transamerica Financial Advisors
Florida
$403
SIS
515
Sound Income Strategies
Florida
$376
LIA
516
Luken Investment Analytics
Tennessee
$367
UFPG
517
United Financial Planning Group
New York
$367
AWM
518
Activest Wealth Management
Florida
$330
ZBNA
519
Zions Bancorporation, National Association
Utah
$257
PWAM
520
Private Wealth Asset Management
Iowa
$220
CT
521
Colonial Trust
South Carolina
$220
RF
522
Rossby Financial
Florida
$183
HFS
523
Hughes Financial Services
Virginia
$147
MMCM
524
Murphy & Mullick Capital Management
New York
$110
EGM
525
Engineers Gate Manager
New York