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UDR
UDR

Overview Fund Activity

435 hedge funds and large institutions have $13.5B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 50 closing their positions.

Holders
435
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
127
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$562M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.4B
3
Invesco
3
Invesco
Georgia
$527M
4
State Street
4
State Street
Massachusetts
$943M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$87.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$4.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$130M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LPC
4
Long Pond Capital
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.51M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
301
Kintegral Advisory
New York
$306K 7,457 -401 -5%
CWM
302
Chesapeake Wealth Management
Virginia
$296K 7,210 – –
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$291K 7,075 +345 +5%
AM
304
AGF Management
Ontario, Canada
$283K 6,883 +6,883 New
DAM
305
Derbend Asset Management
Georgia
$282K 6,864 +62 +0.9%
ACA
306
Aptus Capital Advisors
Alabama
$282K 6,864 +6,864 New
BA
307
Bridgewater Associates
Connecticut
$282K 6,857 -43,197 -86%
CCA
308
Checchi Capital Advisers
California
$281K 6,847 +904 +15%
ACM
309
Ashford Capital Management
Delaware
$280K 6,816 – –
Wealthfront Advisers
310
Wealthfront Advisers
California
$279K 6,792 +6,792 New
AIMCA
311
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$275K 6,700 +6,700 New
Corient Private Wealth
312
Corient Private Wealth
Florida
$270K 6,576 +6,576 New
GLLW
313
Graves Light Lenhart Wealth
Virginia
$261K 6,347 – –
SS
314
Simplicity Solutions
Minnesota
$261K 6,346 +6,346 New
BFG
315
Bleakley Financial Group
New Jersey
$260K 6,344 +70 +1%
ACP
316
Arcus Capital Partners
Georgia
$259K 6,300 +2,905 +86%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$253K 6,153 +929 +18%
SPIA
318
Steward Partners Investment Advisory
New York
$251K 6,112 -2,364 -28%
KIA
319
KCM Investment Advisors
California
$246K 6,000 -63 -1%
BOM
320
Bank of Marin
California
$246K 6,000 – –
BP
321
Ballentine Partners
Massachusetts
$241K 5,859 +5,859 New
LCM
322
Landscape Capital Management
New Jersey
$240K 5,845 +5,845 New
KS
323
Karpas Strategies
Connecticut
$224K 5,456 – –
SCA
324
Snowden Capital Advisors
New York
$224K 5,455 +271 +5%
RJFSA
325
Raymond James Financial Services Advisors
Florida
$221K 5,380 +191 +4%
11 12
13
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