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524 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

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
524
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
BW
501
Basepoint Wealth
Iowa
$750
APW
502
Aventura Private Wealth
Florida
$676
DWP
503
Destiny Wealth Partners
Florida
$676
TFA
504
Transamerica Financial Advisors
Florida
$641
GSEP
505
Golden State Equity Partners
California
$608
ACA
506
American Capital Advisory
Idaho
$541
SRCM
507
Signature Resources Capital Management
California
$540
CFM
508
Cornerstone Financial Management
Massachusetts
$540
FMP
509
Financial Management Professionals
Texas
$507
S
510
Sachetta
Massachusetts
$507
RWM
511
Rialto Wealth Management
New York
$507
SL
512
Salomon & Ludwin
Virginia
$485
BIA
513
Bell Investment Advisors
California
$473
WA
514
Whipplewood Advisors
Colorado
$372
SIS
515
Sound Income Strategies
Florida
$342
AWM
516
Activest Wealth Management
Florida
$304
SIM
517
Synergy Investment Management
Florida
$304
HFS
518
Hughes Financial Services
Virginia
$236
SVCP
519
Silicon Valley Capital Partners
California
$203
RF
520
Rossby Financial
Florida
$171
CWP
521
Clark Wealth Partners
Illinois
$136
MAM
522
Meeder Asset Management
Ohio
$34
3FI
523
3 Factor Indexing
California
$34
Norges Bank
524
Norges Bank
Norway
RIM
525
Rush Island Management
New York