439 hedge funds and large institutions have $14B invested in UDR in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 173 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
6.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
48
Increased
136
Reduced
173
Closed
43
Calls
$2.55M
Puts
$1.39M
Net Calls
+$1.17M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
301
Kintegral Advisory
New York
$320K
VIM
302
Vinva Investment Management
Australia
$318K +$318K +7,414 New
Wealthfront Advisers
303
Wealthfront Advisers
California
$317K +$25.7K +598 +9%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$313K +$48.9K +1,138 +18%
US Bancorp
305
US Bancorp
Minnesota
$313K -$14.7K -343 -4%
E
306
Ergoteles
New York
$310K -$491K -11,434 -61%
CWM
307
Chesapeake Wealth Management
Virginia
$308K -$2.15K -50 -0.7%
VFP
308
Verus Financial Partners
Virginia
$306K -$15.1K -357 -5%
Corient Private Wealth
309
Corient Private Wealth
Florida
$306K +$23.6K +549 +8%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$300K -$60.1K -1,400 -17%
ACA
311
Aptus Capital Advisors
Alabama
$298K +$2.96K +69 +1%
DAM
312
Derbend Asset Management
Georgia
$298K +$2.96K +69 +1%
ACM
313
Ashford Capital Management
Delaware
$293K
CCA
314
Checchi Capital Advisers
California
$289K -$5.54K -129 -2%
AIMCA
315
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$288K
VI
316
Versor Investments
New York
$282K -$281K -6,538 -50%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$278K +$278K +6,477 New
BFG
318
Bleakley Financial Group
New Jersey
$277K +$4.55K +106 +2%
SS
319
Simplicity Solutions
Minnesota
$275K +$2.79K +65 +1%
GLLW
320
Graves Light Lenhart Wealth
Virginia
$273K
PI
321
PEAK6 Investments
Illinois
$262K +$262K +6,105 New
TF
322
TIAA FSB
Florida
$259K -$248K -5,777 -49%
ETC
323
Exchange Traded Concepts
Oklahoma
$258K -$174K -4,060 -40%
BOM
324
Bank of Marin
California
$258K
WAM
325
Weiss Asset Management
Massachusetts
$246K +$246K +5,733 New