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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HWA
251
Heritage Wealth Advisors
Virginia
$757K +$1.46K +39 +0.2%
OCBCO
252
Oversea-Chinese Banking Corp (OCBC)
Singapore
$743K -$3.76M -100,404 -83%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$741K +$502K +13,418 +210%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$728K -$31.8K -849 -4%
FNFDCM
255
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$722K – – –
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$710K +$32.5K +869 +5%
ITC
257
Inspire Trust Company
Nevada
$670K +$464K +12,415 +226%
KWA
258
Kingswood Wealth Advisors
California
$669K -$176K -4,709 -21%
SAM
259
Securian Asset Management
Minnesota
$665K -$49K -1,311 -7%
LSERS
260
Louisiana State Employees Retirement System
Louisiana
$658K -$26.2K -700 -4%
Credit Agricole
261
Credit Agricole
France
$658K +$351K +9,821 +115%
LCOV
262
London Company of Virginia
Virginia
$641K -$51.7K -1,382 -7%
PCM
263
Penserra Capital Management
California
$641K -$51.2K -1,370 -7%
Stifel Financial
264
Stifel Financial
Missouri
$634K +$48.4K +1,295 +8%
CGH
265
Crossmark Global Holdings
Texas
$608K -$748 -20 -0.1%
HFW
266
Horizon Family Wealth
Illinois
$607K +$6.81K +182 +1%
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$604K -$2.25K -60 -0.4%
LMIM
268
Lockheed Martin Investment Management
Maryland
$576K -$172K -4,300 -23%
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$569K -$33.7K -900 -6%
VWM
270
Venturi Wealth Management
Texas
$548K -$386K -10,325 -41%
Allspring Global Investments
271
Allspring Global Investments
North Carolina
$538K -$21.2K -567 -4%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$526K +$8.68K +232 +2%
JF
273
Jump Financial
Illinois
$525K +$160K +4,285 +44%
Creative Planning
274
Creative Planning
Kansas
$507K +$186K +4,971 +58%
CAN
275
Cetera Advisor Networks
California
$468K +$44K +1,175 +10%
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