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
VAM
126
Vert Asset Management
California
$5.21M
TD Asset Management
127
TD Asset Management
Ontario, Canada
$5.04M
CC
128
Corsicana & Co
Texas
$5M
Cerity Partners
129
Cerity Partners
New York
$4.82M
LPL Financial
130
LPL Financial
California
$4.82M
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$4.78M
Calamos Advisors
132
Calamos Advisors
Illinois
$4.75M
BNP Paribas Asset Management
133
BNP Paribas Asset Management
France
$4.62M
American Century Companies
134
American Century Companies
Missouri
$4.62M
Wells Fargo
135
Wells Fargo
California
$4.58M
Fidelity International
136
Fidelity International
Bermuda
$4.58M
CAM
137
Cander Asset Management
New York
$4.52M
MGP
138
Metis Global Partners
California
$4.49M
IMCOOI
139
Investment Management Corp of Ontario (IMCO)
Canada
$4.47M
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$4.43M
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$4.37M
APG Asset Management
142
APG Asset Management
Netherlands
$4.29M
OCBCO
143
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.28M
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$4.13M
KK
145
KLP Kapitalforvaltning
Norway
$4.1M
UM
146
UniSuper Management
Australia
$4.03M
Holocene Advisors
147
Holocene Advisors
New York
$3.78M
SMDAM
148
Sumitomo Mitsui DS Asset Management
Japan
$3.67M
AG
149
Advocate Group
Minnesota
$3.53M
II
150
IFM Investors
Australia
$3.52M