518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 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: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
S
501
Sachetta
Massachusetts
$551
RWM
502
Rialto Wealth Management
New York
$551
CWP
503
Clark Wealth Partners
Illinois
$550
CIA
504
Cape Investment Advisory
Georgia
$514
NSIM
505
North Star Investment Management
Illinois
$514
BIA
506
Bell Investment Advisors
California
$514
QWM
507
Quaker Wealth Management
New Jersey
$514
TFA
508
Transamerica Financial Advisors
Florida
$403
SIS
509
Sound Income Strategies
Florida
$376
LIA
510
Luken Investment Analytics
Tennessee
$367
UFPG
511
United Financial Planning Group
New York
$367
AWM
512
Activest Wealth Management
Florida
$330
ZBNA
513
Zions Bancorporation, National Association
Utah
$257
PWAM
514
Private Wealth Asset Management
Iowa
$220
CT
515
Colonial Trust
South Carolina
$220
RF
516
Rossby Financial
Florida
$183
HFS
517
Hughes Financial Services
Virginia
$147
MMCM
518
Murphy & Mullick Capital Management
New York
$110
EGM
519
Engineers Gate Manager
New York
Diamond Hill Capital Management
520
Diamond Hill Capital Management
Ohio
Arrowstreet Capital
521
Arrowstreet Capital
Massachusetts
GCA
522
GSI Capital Advisors
California
CC
523
Centiva Capital
New York
YIH
524
Y-Intercept (HK)
Hong Kong
LBIM
525
Land & Buildings Investment Management
Connecticut