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UDR
UDR

Overview Fund Activity

445 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 173 reducing their positions, and 37 closing their positions.

Holders
445
Holders Change
+15
Holders Change %
+3.49%
% of All Funds
7.82%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
58
Increased
121
Reduced
173
Closed
37
Calls
$12.5M
Puts
$12.6M
Net Calls
-$37K
Net Calls Change
-$2.38M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$338M
2
Norges Bank
2
Norges Bank
Norway
$960M
3
ZP
3
Zimmer Partners
New York
$195M
4
HRES
4
Heitman Real Estate Securities
Illinois
$73M
5
N
5
Natixis
France
$68.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
JG
2
Jefferies Group
New York
$23.9M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$441M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.32B
Name Market Value Shares Shares
Change 		Shares
Change %
CG
326
Caprock Group
Idaho
$288K 5,438 -356 -6%
TA
327
Tiedemann Advisors
New York
$286K 5,403 -88 -2%
NICM
328
Neo Ivy Capital Management
New York
$286K 7,640 +7,640 New
SCA
329
Snowden Capital Advisors
New York
$283K 5,342 -488 -8%
LIM
330
Longfellow Investment Management
Massachusetts
$283K 5,326 – –
LIM
331
Leavell Investment Management
Alabama
$272K 5,132 – –
IA
332
IndexIQ Advisors
New York
$271K 5,114 +137 +3%
UCFA
333
United Capital Financial Advisors
Texas
$263K 4,968 -2,136 -30%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$256K 4,827 -109 -2%
B
335
Bailard
California
$256K 4,835 +665 +16%
MFS
336
Mirabella Financial Services
United Kingdom
$242K 4,564 +4,564 New
FHB
337
First Hawaiian Bank
Hawaii
$236K 4,452 -250 -5%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$236K 4,462 +3 +0.1%
CCP
339
Corient Capital Partners
California
$236K 4,462 +270 +6%
VI
340
Vestcor Inc
New Brunswick, Canada
$233K 4,390 -590 -12%
NAM
341
NTV Asset Management
West Virginia
$233K 4,400 +4,400 New
Creative Planning
342
Creative Planning
Kansas
$232K 4,384 +4,384 New
HGWM
343
Horst & Graben Wealth Management
Oregon
$230K 4,345 – –
AP
344
Advisor Partners
California
$230K 4,340 +4,340 New
EI
345
Ellevest Inc
New York
$227K 4,290 +301 +8%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$224K 4,227 -1,088 -20%
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
$218K 4,122 +4,122 New
SWM
348
Spire Wealth Management
Virginia
$214K 4,037 – –
SHA
349
Seneca House Advisors
Virginia
$210K 3,961 -236 -6%
MS
350
Maven Securities
Jersey
$209K 3,940 +3,940 New
12 13
14
15 16