We are live on ! Find out more

437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$312K +$496 +12 +0.2%
KA
302
Kintegral Advisory
New York
$309K
WCA
303
Windsor Creek Advisors
Vermont
$307K -$353K -8,525 -55%
ACM
304
Ashford Capital Management
Delaware
$303K
DTL
305
Dynamic Technology Lab
Singapore
$303K +$285K +6,898 New
CG
306
Caprock Group
Idaho
$297K +$4.55K +110 +2%
KS
307
Karpas Strategies
Connecticut
$293K
PCM
308
Prelude Capital Management
New York
$293K +$277K +6,687 New
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$289K +$6.66K +161 +3%
BMCM
310
Burns Matteson Capital Management
New York
$281K +$2.44K +59 +0.9%
GLLW
311
Graves Light Lenhart Wealth
Virginia
$278K
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$277K -$993 -24 -0.4%
RG
313
Renaissance Group
Kentucky
$275K -$37.9K -916 -13%
Baird Financial Group
314
Baird Financial Group
Wisconsin
$273K
PRC
315
Pearl River Capital
Michigan
$266K +$251K +6,072 New
Impax Asset Management Group
316
Impax Asset Management Group
United Kingdom
$265K +$250K +6,049 New
BOM
317
Bank of Marin
California
$263K
KIA
318
KCM Investment Advisors
California
$263K
CAN
319
Cetera Advisor Networks
California
$261K +$6.25K +151 +3%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$255K +$240K +5,813 New
BCV
321
Banque Cantonale Vaudoise
Switzerland
$254K -$62K -1,500 -21%
SCA
322
Snowden Capital Advisors
New York
$251K +$237K +5,730 New
EGM
323
Engineers Gate Manager
New York
$250K -$133K -3,206 -36%
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$244K +$201K +4,857 +691%
TA
325
Tiedemann Advisors
New York
$241K +$2.48K +60 +1%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.