518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 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: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

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

Holders
518
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
CCIA
551
Campbell & Co Investment Adviser
Maryland
EF
552
Empowered Funds
Pennsylvania
PPWM
553
PFG Private Wealth Management
Florida
EWM
554
Empirical Wealth Management
Washington
ASN
555
Advisory Services Network
Georgia
CI Investments Inc
556
CI Investments Inc
Ontario, Canada
SIC
557
Salem Investment Counselors
North Carolina
BC
558
Bayforest Capital
United Kingdom
PS
559
Principal Securities
Iowa
MG
560
Mather Group
Illinois
MAM
561
Meeder Asset Management
Ohio
WANY
562
Wealthspire Advisors (New York)
New York
MSWA
563
Marshall & Sterling Wealth Advisors
New York
HWA
564
Heartwood Wealth Advisors
Virginia
BCWM
565
Bartlett & Co Wealth Management
Ohio
MSG
566
Main Street Group
Virginia
GBT
567
Grove Bank & Trust
Florida
HHGA
568
Halbert Hargrove Global Advisors
California
JWM
569
JPL Wealth Management
Colorado
WSFS
570
Wilmington Savings Fund Society
Delaware
CAL
571
Capital Advisors Ltd
Ohio
RA
572
Rise Advisors
New York
SFCL
573
Strengthening Families & Communities LLC
Massachusetts
AT
574
Avalon Trust
New Mexico
MFT
575
Moisand Fitzgerald Tamayo
Florida