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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 %
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$800K 18,426 -357 -2%
I
252
InceptionR
California
$792K 18,246 +18,246 New
IGAM
253
iA Global Asset Management
Quebec, Canada
$788K 18,156 +3,567 +24%
KWA
254
Kingswood Wealth Advisors
California
$782K 18,018 -161 -0.9%
FNFDCM
255
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$782K 18,015 -75 -0.4%
HT
256
Headlands Technologies
Illinois
$781K 17,994 +4,458 +33%
IF
257
IRON Financial
Illinois
$767K 17,674 +511 +3%
IIM
258
INTECH Investment Management
Florida
$765K 17,625 +7,005 +66%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$761K 17,526 -1,227 -7%
UH
260
Unigestion Holding
Switzerland
$759K 17,474 +5,709 +49%
GC
261
Guggenheim Capital
Illinois
$752K 17,314 -165,517 -91%
LCM
262
Landscape Capital Management
New Jersey
$740K 17,044 +9,689 +132%
LCOV
263
London Company of Virginia
Virginia
$732K 16,873 – –
HFW
264
Horizon Family Wealth
Illinois
$727K 16,746 +158 +1%
NW
265
Naviter Wealth
Arkansas
$714K 16,437 +16,437 New
CGH
266
Crossmark Global Holdings
Texas
$705K 16,247 -40 -0.2%
LSERS
267
Louisiana State Employees Retirement System
Louisiana
$703K 16,200 -700 -4%
NIM
268
NEOS Investment Management
Connecticut
$702K 16,180 +3,729 +30%
SAM
269
Securian Asset Management
Minnesota
$701K 16,137 -463 -3%
PCM
270
Penserra Capital Management
California
$681K 15,723 +118 +0.8%
BAMF
271
BI Asset Management Fondsmaeglerselskab
Denmark
$672K 15,478 +15,478 New
CCIA
272
Campbell & Co Investment Adviser
Maryland
$664K 15,302 -18,345 -55%
KeyBank National Association
273
KeyBank National Association
Ohio
$646K 14,873 -283 -2%
EGM
274
Engineers Gate Manager
New York
$633K 14,573 -26,552 -65%
TI
275
Tidal Investments
Wisconsin
$630K 14,519 -3,534 -20%
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11
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