515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 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:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
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
FMP
501
Financial Management Professionals
Texas
$507
S
502
Sachetta
Massachusetts
$507
RWM
503
Rialto Wealth Management
New York
$507
SL
504
Salomon & Ludwin
Virginia
$485
BIA
505
Bell Investment Advisors
California
$473
WA
506
Whipplewood Advisors
Colorado
$372
SIS
507
Sound Income Strategies
Florida
$342
AWM
508
Activest Wealth Management
Florida
$304
SIM
509
Synergy Investment Management
Florida
$304
HFS
510
Hughes Financial Services
Virginia
$236
RF
511
Rossby Financial
Florida
$171
CWP
512
Clark Wealth Partners
Illinois
$136
MAM
513
Meeder Asset Management
Ohio
$34
3FI
514
3 Factor Indexing
California
$34
Norges Bank
515
Norges Bank
Norway
RIM
516
Rush Island Management
New York
Alyeska Investment Group
517
Alyeska Investment Group
Illinois
LP
518
LMR Partners
United Kingdom
DG
519
DigitalBridge Group
Florida
Qube Research & Technologies (QRT)
520
Qube Research & Technologies (QRT)
United Kingdom
BIC
521
B&I Capital
Switzerland
CC
522
Conversant Capital
New Jersey
Canada Pension Plan Investment Board
523
Canada Pension Plan Investment Board
Ontario, Canada
DSA
524
Davis Selected Advisers
Arizona
Skandinaviska Enskilda Banken (SEB)
525
Skandinaviska Enskilda Banken (SEB)
Sweden