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UDR
UDR

437 hedge funds and large institutions have $13.6B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 128

10% more capital invested

Capital invested by funds: $12.3B → $13.6B (+$1.28B)

1.5% more ownership

Funds ownership: 98.76% → 100.26% (+1.5%)

4% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.71M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 444 → 437 (-7)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
437
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
50
Increased
181
Reduced
128
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$133M
2
Cohen & Steers
Cohen & Steers
New York
+$120M
3
Invesco
Invesco
Georgia
+$106M
4
State Street
State Street
Massachusetts
+$95.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$88.3M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$91.9M
2
Morgan Stanley
Morgan Stanley
New York
-$83.3M
3
HRES
Heitman Real Estate Securities
Illinois
-$77.1M
4
LPC
Long Pond Capital
New York
-$73.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$50M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
301
Verus Financial Partners
Virginia
$306K +$50.3K +1,218 +19%
KA
302
Kintegral Advisory
New York
$306K -$16.6K -401 -5%
CWM
303
Chesapeake Wealth Management
Virginia
$296K – – –
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$291K +$14.3K +345 +5%
AM
305
AGF Management
Ontario, Canada
$283K +$284K +6,883 New
DAM
306
Derbend Asset Management
Georgia
$282K +$2.56K +62 +0.9%
ACA
307
Aptus Capital Advisors
Alabama
$282K +$284K +6,864 New
BA
308
Bridgewater Associates
Connecticut
$282K -$1.78M -43,197 -86%
CCA
309
Checchi Capital Advisers
California
$281K +$37.3K +904 +15%
ACM
310
Ashford Capital Management
Delaware
$280K – – –
Wealthfront Advisers
311
Wealthfront Advisers
California
$279K +$281K +6,792 New
AIMCA
312
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$275K +$277K +6,700 New
Corient Private Wealth
313
Corient Private Wealth
Florida
$270K +$272K +6,576 New
GLLW
314
Graves Light Lenhart Wealth
Virginia
$261K – – –
SS
315
Simplicity Solutions
Minnesota
$261K +$262K +6,346 New
BFG
316
Bleakley Financial Group
New Jersey
$260K +$2.89K +70 +1%
ACP
317
Arcus Capital Partners
Georgia
$259K +$120K +2,905 +86%
Baird Financial Group
318
Baird Financial Group
Wisconsin
$253K +$38.4K +929 +18%
SPIA
319
Steward Partners Investment Advisory
New York
$251K -$97.7K -2,364 -28%
KIA
320
KCM Investment Advisors
California
$246K -$2.6K -63 -1%
BOM
321
Bank of Marin
California
$246K – – –
BP
322
Ballentine Partners
Massachusetts
$241K +$242K +5,859 New
LCM
323
Landscape Capital Management
New Jersey
$240K +$241K +5,845 New
KS
324
Karpas Strategies
Connecticut
$224K – – –
SCA
325
Snowden Capital Advisors
New York
$224K +$11.2K +271 +5%
11 12
13
14 15

UDR Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2023, worth a combined $13.6B — up 10% from $12.3B a quarter earlier.

Fund positioning in UDR was balanced in Q1 2023: 50 funds opened new positions, 50 closed out, 181 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Janus Henderson Group, cutting an estimated $91.9M.

  • 437 institutional investors held UDR (UDR) as of Q1 2023, down from 444 in Q4 2022.
  • Funds reported $13.6B of UDR stock for Q1 2023, up 10% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q1 2023 and 50 closed out, a net change of 0 holders.
  • The largest UDR buyer in Q1 2023 was JP Morgan Chase, an estimated $133M added.
  • The largest UDR seller in Q1 2023 was Janus Henderson Group, an estimated $91.9M sold.

Based on aggregated 13F filings for Q1 2023.