514 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 192 reducing their positions, and 61 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: 504514 (+10)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 192

16% less call options, than puts

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

Holders
514
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
ASN
551
Advisory Services Network
Georgia
CIAM
552
Caitong International Asset Management
Hong Kong
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
SIC
554
Salem Investment Counselors
North Carolina
BC
555
Bayforest Capital
United Kingdom
PS
556
Principal Securities
Iowa
MG
557
Mather Group
Illinois
MAM
558
Meeder Asset Management
Ohio
WANY
559
Wealthspire Advisors (New York)
New York
MSWA
560
Marshall & Sterling Wealth Advisors
New York
HWA
561
Heartwood Wealth Advisors
Virginia
BCWM
562
Bartlett & Co Wealth Management
Ohio
MSG
563
Main Street Group
Virginia
HHGA
564
Halbert Hargrove Global Advisors
California
GBT
565
Grove Bank & Trust
Florida
JWM
566
JPL Wealth Management
Colorado
WSFS
567
Wilmington Savings Fund Society
Delaware
CAL
568
Capital Advisors Ltd
Ohio
RA
569
Rise Advisors
New York
MFT
570
Moisand Fitzgerald Tamayo
Florida
AT
571
Avalon Trust
New Mexico
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
TIM
573
Tortoise Investment Management
New York
BHWM
574
Beaird Harris Wealth Management
Texas
RWS
575
Retirement Wealth Solutions
Wisconsin