515 hedge funds and large institutions have $10.9B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5.41% less ownership

Funds ownership: 103.42%98.01% (-5.4%)

13% less capital invested

Capital invested by funds: $12.5B → $10.9B (-$1.66B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.6M
Puts
$31.2M
Net Calls
Net Calls Change

Top Buyers

1 +$418M
2 +$126M
3 +$115M
4
UBS AM
UBS AM
Illinois
+$107M
5
JP Morgan Chase
JP Morgan Chase
New York
+$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
551
Leavell Investment Management
Alabama
ACM
552
Aster Capital Management
United Arab Emirates
KAS
553
Kestra Advisory Services
Texas
HFM
554
Harvest Fund Management
China
A
555
AlphaQuest
New York
DT
556
DV Trading
Illinois
EBA
557
Eagle Bay Advisors
New York
SIM
558
Sentry Investment Management
Wisconsin
T
559
TOBAM
France
FAMI
560
Fideuram Asset Management (Ireland)
WWA
561
Wealth Watch Advisors
Colorado
EW
562
Elyxium Wealth
California
IWM
563
IMG Wealth Management
Florida
AW
564
Avion Wealth
Texas
TPBG
565
Turning Point Benefit Group
Maryland
FC
566
Financial Consulate
Maryland
HHMI
567
Howard Hughes Medical Institute
Maryland
PWMG
568
Prestige Wealth Management Group
New Jersey
CIA
569
Cape Investment Advisory
Georgia
NSIM
570
North Star Investment Management
Illinois
UFPG
571
United Financial Planning Group
New York
LIA
572
Luken Investment Analytics
Tennessee
CT
573
Colonial Trust
South Carolina
PWAM
574
Private Wealth Asset Management
Iowa
MMCM
575
Murphy & Mullick Capital Management
New York