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UDR
UDR

Overview Fund Activity

450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$176M
2
Invesco
Invesco
Georgia
$587M
3
RC
Resolution Capital
Australia
$62.3M
4
Cohen & Steers
Cohen & Steers
New York
$1.06B
5
CIM
Centersquare Investment Management
Pennsylvania
$364M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95M
2
Deutsche Bank
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$109M
4
DPIM
Duff & Phelps Investment Management
Illinois
$0
5
HRES
Heitman Real Estate Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
301
Magnetar Financial
Illinois
$301K +$301K +8,047 New
BMSSC
302
B. Metzler seel. Sohn & Co
Germany
$289K -$320K -8,550 -53%
CM
303
Capital Management
Virginia
$281K – – –
MYAM
304
Meiji Yasuda Asset Management
Japan
$280K -$169K -4,510 -38%
KeyBank National Association
305
KeyBank National Association
Ohio
$273K -$524 -14 -0.2%
Neuberger Berman Group
306
Neuberger Berman Group
New York
$266K +$25.1K +672 +10%
NIM
307
NEOS Investment Management
Connecticut
$263K +$263K +7,027 New
CWM
308
Chesapeake Wealth Management
Virginia
$260K -$7.67K -205 -3%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$256K -$8.23K -220 -3%
VFP
310
Verus Financial Partners
Virginia
$252K +$1.05K +28 +0.4%
AIMCA
311
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$251K – – –
Robeco Institutional Asset Management
312
Robeco Institutional Asset Management
Netherlands
$249K – – –
IWS
313
Integrity Wealth Solutions
Colorado
$240K +$18.1K +484 +8%
Brown Advisory
314
Brown Advisory
Maryland
$238K -$52.4K -1,400 -18%
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$233K -$12.5K -333 -5%
Envestnet Portfolio Solutions
316
Envestnet Portfolio Solutions
Illinois
$230K -$3.78K -101 -2%
TIAA Trust, National Association
317
TIAA Trust, National Association
North Carolina
$226K +$75 +2 +0%
RJFSA
318
Raymond James Financial Services Advisors
Florida
$225K +$28.4K +759 +14%
DPAM
319
Degroof Petercam Asset Management
Belgium
$224K -$120K -3,200 -35%
ETC
320
Exchange Traded Concepts
Oklahoma
$224K +$9.88K +264 +5%
AG
321
AlTi Global
New York
$223K +$14.3K +381 +7%
Walleye Capital
322
Walleye Capital
New York
$220K +$220K +5,882 New
GLLW
323
Graves Light Lenhart Wealth
Virginia
$215K – – –
PCM
324
Prelude Capital Management
New York
$214K +$214K +5,726 New
IIM
325
INTECH Investment Management
Florida
$213K +$213K +5,685 New
11 12
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