513 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, 191 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: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
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
CIAM
551
Caitong International Asset Management
Hong Kong
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
SIC
553
Salem Investment Counselors
North Carolina
BC
554
Bayforest Capital
United Kingdom
PS
555
Principal Securities
Iowa
MG
556
Mather Group
Illinois
MAM
557
Meeder Asset Management
Ohio
WANY
558
Wealthspire Advisors (New York)
New York
MSWA
559
Marshall & Sterling Wealth Advisors
New York
HWA
560
Heartwood Wealth Advisors
Virginia
BCWM
561
Bartlett & Co Wealth Management
Ohio
MSG
562
Main Street Group
Virginia
HHGA
563
Halbert Hargrove Global Advisors
California
GBT
564
Grove Bank & Trust
Florida
JWM
565
JPL Wealth Management
Colorado
WSFS
566
Wilmington Savings Fund Society
Delaware
CAL
567
Capital Advisors Ltd
Ohio
RA
568
Rise Advisors
New York
AT
569
Avalon Trust
New Mexico
MFT
570
Moisand Fitzgerald Tamayo
Florida
SFCL
571
Strengthening Families & Communities LLC
Massachusetts
TIM
572
Tortoise Investment Management
New York
BHWM
573
Beaird Harris Wealth Management
Texas
RWS
574
Retirement Wealth Solutions
Wisconsin