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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 %
HCM
276
Howland Capital Management
Massachusetts
$466K 12,455 -938 -7%
PIFP
277
Partners in Financial Planning
Virginia
$463K 12,368 – –
VF
278
Virtu Financial
New York
$458K 12,251 +12,251 New
HFAS
279
Hummer Financial Advisory Services
Illinois
$451K 12,057 +335 +3%
HPG
280
Harvest Portfolios Group
Ontario, Canada
$431K 11,528 +11,528 New
HSA
281
HBK Sorce Advisory
Pennsylvania
$423K 11,301 -3,266 -22%
TMAM
282
Tokio Marine Asset Management
Japan
$420K 11,218 +766 +7%
DA
283
Duality Advisers
Florida
$405K 10,832 +10,832 New
TRCT
284
Tower Research Capital (TRC)
New York
$402K 10,745 -32,256 -75%
Tudor Investment Corp
285
Tudor Investment Corp
Connecticut
$400K 10,700 +10,700 New
MC
286
Machina Capital
France
$394K 10,536 +10,536 New
TSS
287
Two Sigma Securities
New York
$382K 10,219 +10,219 New
APG Asset Management
288
APG Asset Management
Netherlands
$377K 10,879 -500 -4%
ACA
289
Ackerman Capital Advisors
Texas
$376K 10,050 – –
LIM
290
Longfellow Investment Management
Massachusetts
$375K 10,016 +31 +0.3%
KRSITF
291
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$374K 9,986 -795 -7%
MNBTD
292
Moody National Bank Trust Division
Texas
$365K 9,767 – –
NMIMC
293
Northwestern Mutual Investment Management Company
Wisconsin
$359K 9,602 +24 +0.3%
PSF
294
Pacific Sun Financial
California
$351K 9,377 +1,820 +24%
TSW
295
Thompson Siegel & Walmsley
Virginia
$344K 9,193 – –
Wealthfront Advisers
296
Wealthfront Advisers
California
$312K 8,341 +1,206 +17%
RIM
297
Rakuten Investment Management
Japan
$308K 8,223 +7,467 +988%
Corient Private Wealth
298
Corient Private Wealth
Florida
$303K 8,094 +2,788 +53%
FWM
299
Finer Wealth Management
Massachusetts
$302K 8,064 – –
OTL
300
Oak Thistle LLC
New York
$301K 8,047 +8,047 New
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12
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