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UDR
UDR

Overview Fund Activity

450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$176M
2
Invesco
2
Invesco
Georgia
$587M
3
RC
3
Resolution Capital
Australia
$62.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.06B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$364M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$109M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$0
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$966K 25,880 -3,132 -11%
LAM
227
LECAP Asset Management
United Kingdom
$947K 25,308 +25,308 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$944K 25,241 +2,447 +11%
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$939K 25,105 +2,602 +12%
NB
230
Norinchukin Bank
Japan
$938K 25,069 -355 -1%
ZP
231
Zimmer Partners
New York
$935K 25,000 -28,000 -53%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$922K 24,648 -1,341 -5%
MM
233
MQS Management
New York
$907K 24,244 +24,244 New
MSRPS
234
Maryland State Retirement & Pension System
Maryland
$888K 25,045 – –
ET
235
Entropy Technologies
New York
$886K 23,672 +23,672 New
BBVA
236
Banco Bilbao Vizcaya Argentaria
Spain
$882K 23,578 +4,790 +25%
DEA
237
DoubleLine ETF Adviser
Florida
$864K 23,092 +2,232 +11%
KRS
238
Kentucky Retirement Systems
Kentucky
$860K 22,981 -1,231 -5%
IGAM
239
iA Global Asset Management
Quebec, Canada
$857K 22,898 -72 -0.3%
IMRF
240
Illinois Municipal Retirement Fund
Illinois
$851K 22,751 – –
VPIM
241
Vanguard Personalized Indexing Management
California
$827K 22,113 +6,029 +37%
Mariner
242
Mariner
Kansas
$825K 22,068 +1,481 +7%
PAM
243
Panagora Asset Management
Massachusetts
$821K 21,949 -3,683 -14%
OAM
244
Oppenheimer Asset Management
New York
$815K 21,780 -1,426 -6%
MLICM
245
Metropolitan Life Insurance Company (MetLife)
New York
$806K 21,548 -33 -0.2%
VU
246
Vanderbilt University
Tennessee
$804K 21,491 +14,021 +188%
OAM
247
Ostrum Asset Management
France
$781K 20,868 – –
Aviva
248
Aviva
United Kingdom
$771K 20,614 +264 +1%
GM
249
GeoWealth Management
Illinois
$771K 20,605 +20,605 New
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$771K 20,603 +549 +3%
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