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UDR
UDR

Overview Fund Activity

504 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 55 closing their positions.

Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
68
Increased
182
Reduced
168
Closed
55
Calls
$1.29M
Puts
$1.35M
Net Calls
-$60K
Net Calls Change
+$478K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.27B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$567M
3
Invesco
3
Invesco
Georgia
$327M
4
Northern Trust
4
Northern Trust
Illinois
$211M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$547M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$10.6M
2
Millennium Management
2
Millennium Management
New York
$85.9M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LBIM
4
Land & Buildings Investment Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$1.2M 27,688 -3,594 -11%
NB
227
Norinchukin Bank
Japan
$1.17M 26,928 +911 +4%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$1.12M 25,731 +30 +0.1%
TAF
229
Tredje AP-fonden
Sweden
$1.08M 24,988 -24,988 -50%
Brown Advisory
230
Brown Advisory
Maryland
$1.08M 24,814 -21 -0.1%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$1.07M 24,590 – –
AUB
232
Atlantic Union Bankshares
Virginia
$1.05M 24,164 -167 -0.7%
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$1.04M 23,893 -33,986 -59%
TRCT
234
Tower Research Capital (TRC)
New York
$1.03M 23,689 +2,429 +11%
VWM
235
Venturi Wealth Management
Texas
$992K 22,845 +3,429 +18%
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$988K 22,751 – –
OAM
237
Oppenheimer Asset Management
New York
$966K 22,248 -558 -2%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$964K 22,202 -200 -0.9%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$958K 22,068 +3,965 +22%
AI
240
Atria Investments
North Carolina
$948K 21,838 -3,854 -15%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$945K 21,768 -1,546 -7%
DEA
242
DoubleLine ETF Adviser
Florida
$937K 21,589 +183 +0.9%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$918K 21,139 +1,794 +9%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$914K 21,064 +794 +4%
KRS
245
Kentucky Retirement Systems
Kentucky
$895K 20,625 -284 -1%
Creative Planning
246
Creative Planning
Kansas
$890K 20,505 +4,786 +30%
BCM
247
Bayesian Capital Management
New York
$881K 20,300 +20,300 New
HWA
248
Heritage Wealth Advisors
Virginia
$864K 19,913 – –
GAM
249
Generali Asset Management
Italy
$844K 19,434 +19,434 New
OAM
250
Ostrum Asset Management
France
$817K 18,827 -774 -4%
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