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UDR
UDR

Overview Fund Activity

478 hedge funds and large institutions have $13.3B invested in UDR in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 37 closing their positions.

Holders
478
Holders Change
+28
Holders Change %
+6.22%
% of All Funds
6.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
72
Increased
182
Reduced
155
Closed
37
Calls
$4.92M
Puts
$20.4M
Net Calls
-$15.5M
Net Calls Change
-$2.74M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$305M
2
Citadel Advisors
2
Citadel Advisors
Florida
$98.5M
3
Millennium Management
3
Millennium Management
New York
$144M
4
HRES
4
Heitman Real Estate Securities
Illinois
$69.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$448M

Top Sellers

1
Invesco
1
Invesco
Georgia
$227M
2
BlackRock
2
BlackRock
New York
$1.31B
3
UBS AM
3
UBS AM
Illinois
$13.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.6M
5
RGREA
5
Ranger Global Real Estate Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MNBTD
301
Moody National Bank Trust Division
Texas
$402K 9,767 – –
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$397K 9,641 +39 +0.4%
PSF
303
Pacific Sun Financial
California
$391K 9,511 +134 +1%
PD
304
Point72 (DIFC)
United Arab Emirates
$382K 9,290 +9,290 New
TSW
305
Thompson Siegel & Walmsley
Virginia
$378K 9,193 – –
ET
306
Entropy Technologies
New York
$374K 9,084 -14,588 -62%
LMIM
307
Lockheed Martin Investment Management
Maryland
$368K 8,950 -5,440 -38%
Wolverine Trading
308
Wolverine Trading
Illinois
$340K 8,260 +8,260 New
Squarepoint
309
Squarepoint
New York
$338K 8,210 -29,130 -78%
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
$327K 7,949 +224 +3%
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
$323K 7,847 +1,612 +26%
CM
312
Capital Management
Virginia
$309K 7,506 – –
MYAM
313
Meiji Yasuda Asset Management
Japan
$308K 7,479 – –
Envestnet Portfolio Solutions
314
Envestnet Portfolio Solutions
Illinois
$296K 7,204 +1,050 +17%
UCFA
315
United Capital Financial Advisors
Texas
$294K 7,140 +7,140 New
SRSA
316
S.R. Schill & Associates
Washington
$293K 7,119 +7,119 New
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$288K 6,997 +6,997 New
FTDI
318
First Trust Direct Indexing
Massachusetts
$283K 6,875 +6,875 New
VFP
319
Verus Financial Partners
Virginia
$279K 6,772 +28 +0.4%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$278K 6,761 -85 -1%
GI
321
GAMMA Investing
California
$264K 6,418 +1,320 +26%
AA
322
ALPS Advisors
Colorado
$264K 6,415 +6,415 New
IWS
323
Integrity Wealth Solutions
Colorado
$264K 6,409 – –
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
$263K 6,391 -68,996 -92%
CWM
325
Chesapeake Wealth Management
Virginia
$247K 5,992 -963 -14%
11 12
13
14 15