502 hedge funds and large institutions have $13.7B invested in UDR in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
59
Increased
193
Reduced
165
Closed
53
Calls
$2.43M
Puts
$186K
Net Calls
+$2.24M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
-$288K -6,625 Closed
CC
527
Centiva Capital
New York
-$270K -6,230 Closed
PA
528
PharVision Advisers
Florida
-$259K -5,962 Closed
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
-$251K -5,790 Closed
FHB
530
First Hawaiian Bank
Hawaii
-$248K -5,719 Closed
FRM
531
Fox Run Management
Connecticut
-$245K -5,653 Closed
RCM
532
RMR Capital Management
California
-$224K -5,171 Closed
NCM
533
Next Capital Management
New York
-$220K -5,069 Closed
FC
534
Farringdon Capital
United Kingdom
-$219K -5,041 Closed
PA
535
Profund Advisors
Maryland
-$209K -4,808 Closed
PA
536
Pinnacle Associates
New York
-$202K -4,647 Closed
CPCPP
537
Canada Post Corporation Pension Plan
Canada
-$145K -3,335 Closed
WWA
538
Wingate Wealth Advisors
Massachusetts
-$87.1K -2,007 Closed
EBA
539
Eagle Bay Advisors
New York
-$63.4K -1,461 Closed
CA
540
Continuum Advisory
Idaho
-$55.3K -1,275 Closed
CIAM
541
Caitong International Asset Management
Hong Kong
-$31.3K -722 Closed
NFSG
542
Newbridge Financial Services Group
Florida
-$5.31K -122 Closed
RCM
543
Raleigh Capital Management
North Carolina
-$3.21K -74 Closed
LDB
544
Lee, Danner & Bass
Tennessee
-$2.34K -54 Closed
BF
545
BOK Financial
Oklahoma
-$2.05K -51 Closed
MSWM
546
Mowery & Schoenfeld Wealth Management
Illinois
-$2.08K -48 Closed
RTC
547
Riverview Trust Company
Washington
-$1.13K -26 Closed
MA
548
MCF Advisors
Kentucky
-$912 -21 Closed
BFPW
549
BOK Financial Private Wealth
Colorado
-$869 -20 Closed
AWM
550
Avior Wealth Management
Nebraska
-$694 -16 Closed