Signals

← Signals

☆UDR

640 in-universe funds with a nonzero position in UDR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22376
Score / z-0.023 / -0.04
Consensus193.24 over 318 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+11% / 3.9d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-09 8-K 7.01, 9.01
2026-07-27 8-K 2.02, 9.01
2026-05-29 8-K 7.01, 9.01
2026-05-27 8-K 5.07
2026-05-04 8-K 8.01, 9.01
2026-04-29 8-K 2.02, 7.01, 9.01
2026-02-27 8-K 7.01, 9.01
2026-02-20 8-K 8.01, 9.01
2026-02-09 8-K 2.02, 9.01
2026-01-05 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-20 424B5 UDR, Inc.
2026-02-20 424B5 UDR, Inc.
2024-08-12 424B5 UDR, Inc.
2024-07-31 S-3 UDR, Inc.
2023-02-14 424B5 UDR, Inc.
2023-02-14 424B5 UDR, Inc.
2022-04-27 S-3 UDR, Inc.
2022-03-29 424B5 UDR, Inc.
2021-09-15 424B5 UDR, Inc.
2021-07-29 424B5 UDR, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,222.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 865.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 728.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 462.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 462.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 294.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 282.7 2.9% 4 -0.5 pp -0.4 pp -0.9 pp +2.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 219.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 169.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 163.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 154.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 150.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 119.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 117.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 98.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 93.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 90.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 89.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 85.7 1.3% 4 -1.3 pp -1.1 pp -0.7 pp +1.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 84.8 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 75.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 72.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 62.2 0.2% 4 +0.0 pp +0.2 pp -0.1 pp +0.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 58.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 46.3 1.8% 4 -0.1 pp +0.0 pp -0.1 pp +1.8 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 45.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 42.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 41.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 40.4 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 40.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 40.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 39.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 39.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 36.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 35.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 34.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 33.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 31.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 31.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 30.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 28.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 28.4 0.2% 4 -0.3 pp -0.2 pp -0.3 pp +0.2 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 28.2 2.0% 3 +1.4 pp +2.0 pp +2.0 pp +2.0 pp
☆GRS Advisors, LLC CIK 0001544554 0.101 27 27.6 2.7% 4 -0.2 pp +2.5 pp +2.5 pp +2.7 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 26.7 0.2% 4 -0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 26.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 25.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 24.9 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 23.0 1.1% 4 +0.1 pp -0.0 pp -0.4 pp +1.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 22.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 21.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 20.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 20.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 19.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 19.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 18.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 17.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 16.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 13.3 0.5% 3 -0.4 pp +0.0 pp +0.5 pp +0.5 pp
☆Sophron Capital Management L.P. CIK 0002027142 0.113 43 13.0 3.8% 4 -0.3 pp +0.5 pp +3.1 pp +3.8 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 11.8 0.4% 4 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hazelview Securities Inc. CIK 0001705265 0.333 83 11.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 10.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 8.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bayhunt Capital LLC CIK 0002058173 0.037 23 8.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 7.7 1.1% 4 -0.1 pp +0.0 pp +0.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 7.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARRONADE CAPITAL MANAGEMENT, LP CIK 0001866872 0.000 23 7.0 0.5% 5 -0.4 pp -0.4 pp -0.9 pp -1.3 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.8 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 6.6 0.9% 1 +0.9 pp +0.6 pp +0.5 pp +0.9 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Presima Securities ULC CIK 0001399360 0.000 0 6.4 3.6% 4 -0.4 pp -0.9 pp -1.5 pp +3.6 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 6.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 5.4 0.4% 4 -0.2 pp -0.1 pp -0.6 pp +0.4 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vert Asset Management LLC CIK 0001904664 0.684 44 5.2 1.7% 4 -0.2 pp -0.1 pp -0.4 pp +1.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 5.0 3.2% 2 +0.9 pp +3.2 pp +3.2 pp +3.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cander Asset Management LP CIK 0002082399 0.104 47 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 4.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 4.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 4.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B&I Capital AG CIK 0001843527 0.000 28 0.0 0.0% 0 -2.2 pp -2.0 pp -2.6 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.352 22 0.0 0.0% 0 -8.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UDR). Qtrs Held counts distinct quarters this fund has actually held UDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UDR position size. Δ columns are the percentage-point change in UDR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status