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
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$2.46M
SCM
177
Sterling Capital Management
North Carolina
$2.41M
FAF
178
Fjarde Ap-fonden
Sweden
$2.38M
CIG
179
Consolidated Investment Group
Colorado
$2.37M
Creative Planning
180
Creative Planning
Kansas
$2.36M
DA
181
Dover Advisors
Virginia
$2.31M
IMPI
182
Ilmarinen Mutual Pension Insurance
Finland
$2.28M
VI
183
Vestcor Inc
New Brunswick, Canada
$2.25M
DCM
184
Dimension Capital Management
Florida
$2.22M
YCM
185
Yousif Capital Management
Michigan
$2.13M
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$2.12M
Natixis Advisors
187
Natixis Advisors
Massachusetts
$2.11M
VOYA Investment Management
188
VOYA Investment Management
Georgia
$2.11M
X
189
Xponance
Pennsylvania
$2.09M
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M
KBC Group
191
KBC Group
Belgium
$1.97M
II
192
Inspire Investing
Idaho
$1.96M
AB
193
Amalgamated Bank
New York
$1.92M
NAAA
194
New Age Alpha Advisors
New York
$1.87M
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$1.87M
Verition Fund Management
196
Verition Fund Management
Connecticut
$1.85M
DnB Asset Management
197
DnB Asset Management
Norway
$1.83M
URS
198
Utah Retirement Systems
Utah
$1.83M
Ensign Peak Advisors
199
Ensign Peak Advisors
Utah
$1.82M
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$1.79M