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527 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 525527 (+2)

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
527
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
73
Increased
190
Reduced
177
Closed
63
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
551
AlphaCore Capital
California
-$320K -8,723 Closed
HSA
552
HBK Sorce Advisory
Pennsylvania
-$315K -8,396 Closed
TTWM
553
TCV Trust & Wealth Management
Virginia
-$307K -8,375 Closed
JF
554
JMN Financial
Ohio
-$272K -7,402 Closed
ECM
555
Everence Capital Management
Indiana
-$265K -7,223 Closed
BC
556
Bridgefront Capital
Texas
-$245K -6,688 Closed
PEAK6
557
PEAK6
Illinois
-$244K -6,654 Closed
MB
558
MidFirst Bank
Oklahoma
-$236K -6,441 Closed
AHL
559
Abel Hall LLC
Louisiana
-$226K -6,159 Closed
CWM
560
Chesapeake Wealth Management
Virginia
-$215K -5,857 Closed
CCM
561
Coldstream Capital Management
Washington
-$214K -5,823 Closed
CAG
562
Crestwood Advisors Group
Massachusetts
-$211K -5,747 Closed
AG
563
AlTi Global
New York
-$209K -5,685 Closed
Cambridge Investment Research Advisors
564
Cambridge Investment Research Advisors
Iowa
-$205K -5,602 Closed
LIM
565
Leavell Investment Management
Alabama
-$201K -5,472 Closed
ACM
566
Aster Capital Management
United Arab Emirates
-$157K -4,269 Closed
KAS
567
Kestra Advisory Services
Texas
-$75.3K -2,053 Closed
HFM
568
Harvest Fund Management
China
-$85K -1,965 Closed
A
569
AlphaQuest
New York
-$60.8K -1,657 Closed
DT
570
DV Trading
Illinois
-$32.9K -897 Closed
EBA
571
Eagle Bay Advisors
New York
-$31.4K -855 Closed
SIM
572
Sentry Investment Management
Wisconsin
-$30K -830 Closed
SAG
573
SageView Advisory Group
California
-$21.8K -594 Closed
T
574
TOBAM
France
-$17K -472 Closed
FAMI
575
Fideuram Asset Management (Ireland)
-$10.9K -267 Closed

UDR Hedge Fund Activity: Q1 2026 in Review

527 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2026, worth a combined $11B — down 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 63 closed out — a net gain of 10 holders — while 190 added to existing stakes and 177 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $418M. The largest seller was Rush Island Management, exiting entirely with an estimated $131M sold.

  • 527 institutional investors held UDR (UDR) as of Q1 2026, up from 525 in Q4 2025.
  • Funds reported $11B of UDR stock for Q1 2026, down 12% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2026 and 63 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q1 2026 was Capital Research Global Investors, an estimated $418M added.
  • The largest UDR seller in Q1 2026 was Rush Island Management, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2026.