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UDR
UDR

Overview Fund Activity

478 hedge funds and large institutions have $13.3B invested in UDR in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 37 closing their positions.

Holders
478
Holders Change
+28
Holders Change %
+6.22%
% of All Funds
6.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
72
Increased
182
Reduced
155
Closed
37
Calls
$4.92M
Puts
$20.4M
Net Calls
-$15.5M
Net Calls Change
-$2.74M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$305M
2
Citadel Advisors
2
Citadel Advisors
Florida
$98.5M
3
Millennium Management
3
Millennium Management
New York
$144M
4
HRES
4
Heitman Real Estate Securities
Illinois
$69.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$448M

Top Sellers

1
Invesco
1
Invesco
Georgia
$227M
2
BlackRock
2
BlackRock
New York
$1.31B
3
UBS AM
3
UBS AM
Illinois
$13.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.6M
5
RGREA
5
Ranger Global Real Estate Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
276
Schonfeld Strategic Advisors
New York
$550K 13,369 -214,631 -94%
BBVA
277
Banco Bilbao Vizcaya Argentaria
Spain
$532K 12,961 -10,617 -45%
RIM
278
Rakuten Investment Management
Japan
$531K 13,035 +4,812 +59%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$530K 12,878 -14,997 -54%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$524K 12,745 +6,085 +91%
HPG
281
Harvest Portfolios Group
Ontario, Canada
$524K 12,740 +1,212 +11%
Stifel Financial
282
Stifel Financial
Missouri
$515K 12,516 -4,441 -26%
PIFP
283
Partners in Financial Planning
Virginia
$509K 12,368 – –
KeyBank National Association
284
KeyBank National Association
Ohio
$505K 12,266 +4,971 +68%
HCM
285
Howland Capital Management
Massachusetts
$501K 12,185 -270 -2%
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$495K 12,037 +12,037 New
SA
287
Sanctuary Advisors
Indiana
$488K 12,860 +12,860 New
HFAS
288
Hummer Financial Advisory Services
Illinois
$482K 11,722 -335 -3%
VIM
289
Vinva Investment Management
Australia
$478K 11,722 +11,722 New
TMAM
290
Tokio Marine Asset Management
Japan
$464K 11,278 +60 +0.5%
HSA
291
HBK Sorce Advisory
Pennsylvania
$443K 10,771 -530 -5%
IIM
292
INTECH Investment Management
Florida
$437K 10,620 +4,935 +87%
MC
293
Machina Capital
France
$436K 10,601 +65 +0.6%
QCM
294
Quantinno Capital Management
New York
$424K 10,293 +10,293 New
GCM
295
Graham Capital Management
Connecticut
$417K 10,125 +10,125 New
LIM
296
Longfellow Investment Management
Massachusetts
$415K 10,086 +70 +0.7%
ACA
297
Ackerman Capital Advisors
Texas
$414K 10,050 – –
NIM
298
NEOS Investment Management
Connecticut
$412K 10,015 +2,988 +43%
Corient Private Wealth
299
Corient Private Wealth
Florida
$406K 9,855 +1,761 +22%
KRSITF
300
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$402K 9,772 -214 -2%
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12
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