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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 %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$628K 14,461 +231 +2%
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$621K 14,300 -500 -3%
CSP
278
Cary Street Partners
Virginia
$597K 13,753 +13,753 New
LCGC
279
Legacy Capital Group California
California
$596K 13,731 – –
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$591K 13,605 +2,331 +21%
QCM
281
Quantinno Capital Management
New York
$587K 13,529 +3,224 +31%
Corient Private Wealth
282
Corient Private Wealth
Florida
$566K 13,045 +2,069 +19%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$564K 13,264 -357 -3%
OTL
284
Oak Thistle LLC
New York
$559K 12,884 +12,884 New
ACM
285
Aster Capital Management
United Arab Emirates
$550K 12,677 +12,677 New
XT
286
XTX Topco
Cayman Islands
$550K 12,673 +7,921 +167%
PAM
287
Panagora Asset Management
Massachusetts
$540K 12,438 -3,524 -22%
PIFP
288
Partners in Financial Planning
Virginia
$537K 12,368 – –
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$536K 12,349 -345,632 -97%
Aviva
290
Aviva
United Kingdom
$536K 12,342 -12,302 -50%
AG
291
Algert Global
California
$521K 12,000 +2,250 +23%
WCM
292
Winebrenner Capital Management
Kentucky
$521K 12,000 +12,000 New
HFAS
293
Hummer Financial Advisory Services
Illinois
$499K 11,506 -216 -2%
HCM
294
Howland Capital Management
Massachusetts
$482K 11,099 -4 -0%
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$466K 10,739 +1,497 +16%
TMAM
296
Tokio Marine Asset Management
Japan
$460K 10,608 -215 -2%
PSF
297
Pacific Sun Financial
California
$453K 10,436 +885 +9%
Jane Street
298
Jane Street
New York
$451K 10,391 -284,657 -96%
Stifel Financial
299
Stifel Financial
Missouri
$439K 10,113 +919 +10%
ACA
300
Ackerman Capital Advisors
Texas
$436K 10,050 – –
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