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
ITC
201
Inspire Trust Company
Nevada
$1.76M
PFSRSONJ
202
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.69M
Swedbank
203
Swedbank
Sweden
$1.61M
STA
204
Summit Trail Advisors
New York
$1.6M
TCM
205
Telos Capital Management
California
$1.59M
AIM
206
Aurora Investment Managers
Florida
$1.55M
SLAM
207
Swiss Life Asset Management
$1.53M
RIM
208
Rakuten Investment Management
Japan
$1.52M
Victory Capital Management
209
Victory Capital Management
Texas
$1.51M
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.48M
AUB
211
Atlantic Union Bankshares
Virginia
$1.48M
PDN
212
Pensionfund DSM Netherlands
Netherlands
$1.47M
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$1.46M
BAMF
214
BI Asset Management Fondsmaeglerselskab
Denmark
$1.44M
ECSS
215
Eurizon Capital SGR SpA
$1.38M
HighTower Advisors
216
HighTower Advisors
Illinois
$1.36M
SC
217
SummitTX Capital
Texas
$1.36M
BFG
218
Bleakley Financial Group
New Jersey
$1.34M
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$1.28M
VPIM
220
Vanguard Personalized Indexing Management
California
$1.28M
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$1.25M
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$1.25M
Franklin Resources
223
Franklin Resources
California
$1.18M
M&T Bank
224
M&T Bank
New York
$1.18M
KOCAA
225
Knights of Columbus Asset Advisors
Connecticut
$1.17M