UDR icon

UDR
UDR

Overview Fund Activity

445 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 173 reducing their positions, and 37 closing their positions.

Holders
445
Holders Change
+15
Holders Change %
+3.49%
% of All Funds
7.82%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
58
Increased
121
Reduced
173
Closed
37
Calls
$12.5M
Puts
$12.6M
Net Calls
-$37K
Net Calls Change
-$2.38M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$338M
2
Norges Bank
2
Norges Bank
Norway
$960M
3
ZP
3
Zimmer Partners
New York
$195M
4
HRES
4
Heitman Real Estate Securities
Illinois
$73M
5
N
5
Natixis
France
$68.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
JG
2
Jefferies Group
New York
$23.9M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$441M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.32B
Name Market Value Shares Shares
Change 		Shares
Change %
KA
301
Kintegral Advisory
New York
$373K 7,041 – –
KeyBank National Association
302
KeyBank National Association
Ohio
$372K 7,026 -8 -0.1%
ACM
303
Ashford Capital Management
Delaware
$366K 6,916 – –
BBVA
304
Banco Bilbao Vizcaya Argentaria
Spain
$362K 6,838 -308 -4%
KS
305
Karpas Strategies
Connecticut
$358K 6,481 – –
GLLW
306
Graves Light Lenhart Wealth
Virginia
$336K 6,347 – –
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$334K 6,306 +29 +0.5%
Baird Financial Group
308
Baird Financial Group
Wisconsin
$333K 6,288 +53 +0.9%
GTCM
309
Gyon Technologies Capital Management
New Jersey
$325K 6,126 +6,126 New
CAN
310
Cetera Advisor Networks
California
$324K 6,111 -56 -0.9%
Impax Asset Management Group
311
Impax Asset Management Group
United Kingdom
$320K 6,049 – –
RG
312
Renaissance Group
Kentucky
$320K 6,031 – –
KIA
313
KCM Investment Advisors
California
$318K 6,000 – –
BOM
314
Bank of Marin
California
$318K 6,000 – –
VFP
315
Verus Financial Partners
Virginia
$316K 5,814 – –
BMCM
316
Burns Matteson Capital Management
New York
$314K 5,934 -524 -8%
US Bancorp
317
US Bancorp
Minnesota
$312K 5,891 -2,928 -33%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$308K 5,800 – –
TBA
319
Tower Bridge Advisors
Pennsylvania
$307K 5,800 +600 +12%
William Blair & Company
320
William Blair & Company
Illinois
$306K 5,773 +5,773 New
IC
321
IEQ Capital
California
$300K 5,659 +5,659 New
Wealthfront Advisers
322
Wealthfront Advisers
California
$299K 5,646 +921 +19%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$293K 5,517 -430 -7%
CC
324
Centiva Capital
New York
$291K 5,484 -8,148 -60%
FTDI
325
First Trust Direct Indexing
Massachusetts
$290K 5,465 +5,465 New
11 12
13
14 15