UDR icon

UDR
UDR

Overview Fund Activity

446 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
150
Reduced
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
NC
4
Nekton Capital
United Kingdom
$35.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$338K -$61.5K -1,723 -15%
IGAM
302
iA Global Asset Management
Quebec, Canada
$314K +$314K +8,814 New
US Bancorp
303
US Bancorp
Minnesota
$310K +$49.9K +1,399 +19%
VIM
304
Vinva Investment Management
Australia
$308K +$43.6K +1,222 +16%
S
305
SignatureFD
Georgia
$298K +$9.7K +272 +3%
APG Asset Management
306
APG Asset Management
Netherlands
$295K -$111K -3,100 -27%
FWM
307
Finer Wealth Management
Massachusetts
$288K – – –
LIM
308
Longfellow Investment Management
Massachusetts
$283K – – –
Brown Advisory
309
Brown Advisory
Maryland
$277K – – –
Man Group
310
Man Group
United Kingdom
$270K – – –
CM
311
Capital Management
Virginia
$268K – – –
KA
312
Kintegral Advisory
New York
$266K -$143 -4 -0.1%
KeyBank National Association
313
KeyBank National Association
Ohio
$265K -$17.6K -494 -6%
VFP
314
Verus Financial Partners
Virginia
$263K +$868 +24 +0.3%
CWM
315
Chesapeake Wealth Management
Virginia
$255K – – –
Wealthfront Advisers
316
Wealthfront Advisers
California
$254K -$9.42K -264 -4%
EI
317
Ethic Inc
New York
$253K -$94.7K -2,655 -27%
NRD
318
Nebula Research & Development
New York
$251K +$251K +7,035 New
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$248K -$1.39K -39 -0.6%
VU
320
Vanderbilt University
Tennessee
$241K -$141K -3,940 -37%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$240K +$240K +6,725 New
AIMCA
322
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$239K – – –
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$231K -$59.9K -1,681 -21%
DC
324
Diametric Capital
Massachusetts
$229K +$229K +6,407 New
GCP
325
GSA Capital Partners
United Kingdom
$228K +$228K +6,391 New
11 12
13
14 15