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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

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
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
501
Quaker Wealth Management
New Jersey
$811 +$367 +10 +71%
AWM
502
Abound Wealth Management
Tennessee
$784
DF
503
Dunhill Financial
United Kingdom
$769 -$184 -5 -19%
BW
504
Basepoint Wealth
Iowa
$750 +$37 +1 +5%
APW
505
Aventura Private Wealth
Florida
$676
DWP
506
Destiny Wealth Partners
Florida
$676 +$734 +20 New
TFA
507
Transamerica Financial Advisors
Florida
$641 +$294 +8 +73%
GSEP
508
Golden State Equity Partners
California
$608 +$661 +18 New
ACA
509
American Capital Advisory
Idaho
$541 -$37 -1 -6%
CFM
510
Cornerstone Financial Management
Massachusetts
$540
SRCM
511
Signature Resources Capital Management
California
$540
FMP
512
Financial Management Professionals
Texas
$507 -$551 -15 -50%
RWM
513
Rialto Wealth Management
New York
$507
S
514
Sachetta
Massachusetts
$507
SL
515
Salomon & Ludwin
Virginia
$485 -$4.66K -127 -90%
BIA
516
Bell Investment Advisors
California
$473
WA
517
Whipplewood Advisors
Colorado
$372 +$404 +11 New
SIS
518
Sound Income Strategies
Florida
$342
AWM
519
Activest Wealth Management
Florida
$304
SIM
520
Synergy Investment Management
Florida
$304 +$331 +9 New
HFS
521
Hughes Financial Services
Virginia
$236 +$110 +3 +75%
SVCP
522
Silicon Valley Capital Partners
California
$203 +$220 +6 New
RF
523
Rossby Financial
Florida
$171
CWP
524
Clark Wealth Partners
Illinois
$136 -$404 -11 -73%
3FI
525
3 Factor Indexing
California
$34 +$37 +1 New

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.