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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 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: $ → $

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

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

Holders
524
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
IGAM
551
iA Global Asset Management
Quebec, Canada
FC
552
FORA Capital
Florida
VF
553
Virtu Financial
New York
Jane Street
554
Jane Street
New York
NP
555
NorthRock Partners
Minnesota
BEAM
556
Baker Ellis Asset Management
Washington
CCIA
557
Campbell & Co Investment Adviser
Maryland
EF
558
Empowered Funds
Pennsylvania
PPWM
559
PFG Private Wealth Management
Florida
EWM
560
Empirical Wealth Management
Washington
ASN
561
Advisory Services Network
Georgia
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
SIC
563
Salem Investment Counselors
North Carolina
BC
564
Bayforest Capital
United Kingdom
PS
565
Principal Securities
Iowa
MG
566
Mather Group
Illinois
MAM
567
Meeder Asset Management
Ohio
WANY
568
Wealthspire Advisors (New York)
New York
MSWA
569
Marshall & Sterling Wealth Advisors
New York
HWA
570
Heartwood Wealth Advisors
Virginia
BCWM
571
Bartlett & Co Wealth Management
Ohio
MSG
572
Main Street Group
Virginia
GBT
573
Grove Bank & Trust
Florida
HHGA
574
Halbert Hargrove Global Advisors
California
JWM
575
JPL Wealth Management
Colorado