UDR icon

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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$109M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$0
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BA
326
Bridgewater Associates
Connecticut
$212K 5,668 -4,742 -46%
CC
327
Cipher Capital
New York
$208K 5,556 -3,973 -42%
PRC
328
Pearl River Capital
Michigan
$207K 5,539 +5,539 New
CCA
329
Checchi Capital Advisers
California
$207K 5,525 -56 -1%
CTC
330
Cetera Trust Company
Minnesota
$207K 5,525 +3,125 +130%
DAM
331
Derbend Asset Management
Georgia
$205K 5,491 – –
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$202K 5,400 +5,400 New
KS
333
Karpas Strategies
Connecticut
$200K 5,356 – –
GI
334
GAMMA Investing
California
$191K 5,098 +7 +0.1%
VSQM
335
V-Square Quantitative Management
Illinois
$188K 5,032 – –
HI
336
Horizon Investments
North Carolina
$175K 4,741 +33 +0.7%
US Bancorp
337
US Bancorp
Minnesota
$172K 4,587 -2,105 -31%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$153K 4,089 +194 +5%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K 3,903 +2,832 +264%
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$145K 3,874 +643 +20%
SPIA
341
Steward Partners Investment Advisory
New York
$142K 3,787 -1,350 -26%
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$141K 3,782 +645 +21%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$138K 3,760 +3,760 New
S
344
SignatureFD
Georgia
$135K 3,619 -3,685 -50%
WBC
345
Westpac Banking Corp
Australia
$130K 3,468 -12 -0.3%
AIP
346
Ameritas Investment Partners
Nebraska
$126K 3,363 – –
C
347
Covestor
United Kingdom
$125K 3,336 +515 +18%
WTA
348
Washington Trust Advisors
Massachusetts
$121K 3,242 – –
Osaic Holdings
349
Osaic Holdings
Arizona
$121K 3,236 -6,949 -68%
EBA
350
Eagle Bay Advisors
New York
$118K 3,150 +218 +7%
12 13
14
15 16