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525 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

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

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
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
551
TCV Trust & Wealth Management
Virginia
-$307K -8,375 Closed
JF
552
JMN Financial
Ohio
-$272K -7,402 Closed
ECM
553
Everence Capital Management
Indiana
-$265K -7,223 Closed
BC
554
Bridgefront Capital
Texas
-$245K -6,688 Closed
PEAK6
555
PEAK6
Illinois
-$244K -6,654 Closed
MB
556
MidFirst Bank
Oklahoma
-$236K -6,441 Closed
AHL
557
Abel Hall LLC
Louisiana
-$226K -6,159 Closed
CWM
558
Chesapeake Wealth Management
Virginia
-$215K -5,857 Closed
CCM
559
Coldstream Capital Management
Washington
-$214K -5,823 Closed
CAG
560
Crestwood Advisors Group
Massachusetts
-$211K -5,747 Closed
AG
561
AlTi Global
New York
-$209K -5,685 Closed
Cambridge Investment Research Advisors
562
Cambridge Investment Research Advisors
Iowa
-$205K -5,602 Closed
LIM
563
Leavell Investment Management
Alabama
-$201K -5,472 Closed
ACM
564
Aster Capital Management
United Arab Emirates
-$157K -4,269 Closed
KAS
565
Kestra Advisory Services
Texas
-$75.3K -2,053 Closed
HFM
566
Harvest Fund Management
China
-$85K -1,965 Closed
A
567
AlphaQuest
New York
-$60.8K -1,657 Closed
DT
568
DV Trading
Illinois
-$32.9K -897 Closed
EBA
569
Eagle Bay Advisors
New York
-$31.4K -855 Closed
SIM
570
Sentry Investment Management
Wisconsin
-$30K -830 Closed
T
571
TOBAM
France
-$17K -472 Closed
FAMI
572
Fideuram Asset Management (Ireland)
-$10.9K -267 Closed
WWA
573
Wealth Watch Advisors
Colorado
-$4.33K -118 Closed
EW
574
Elyxium Wealth
California
-$3.96K -108 Closed
IWM
575
IMG Wealth Management
Florida
-$2.97K -81 Closed