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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 %
AAS
326
Avantax Advisory Services
Texas
$245K 5,954 +5,954 New
RJFSA
327
Raymond James Financial Services Advisors
Florida
$241K 5,845 -170 -3%
AG
328
AlTi Global
New York
$238K 5,786 -186 -3%
GLLW
329
Graves Light Lenhart Wealth
Virginia
$236K 5,758 – –
VSQM
330
V-Square Quantitative Management
Illinois
$233K 5,658 +626 +12%
TIAA Trust, National Association
331
TIAA Trust, National Association
North Carolina
$233K 5,652 -383 -6%
GWMR
332
GC Wealth Management RIA
Massachusetts
$232K 5,629 +5,629 New
CCA
333
Checchi Capital Advisers
California
$227K 5,525 – –
CTC
334
Cetera Trust Company
Minnesota
$227K 5,525 – –
NWM
335
Napa Wealth Management
California
$227K 5,506 +5,506 New
US Bancorp
336
US Bancorp
Minnesota
$224K 5,436 +849 +19%
OCM
337
One Capital Management
California
$223K 5,425 +5,425 New
HI
338
Horizon Investments
North Carolina
$222K 5,445 +704 +15%
KS
339
Karpas Strategies
Connecticut
$220K 5,356 – –
VI
340
Vestcor Inc
New Brunswick, Canada
$218K 5,309 -135,726 -96%
PP
341
Prudential plc
United Kingdom
$216K 5,241 +5,241 New
Capstone Investment Advisors
342
Capstone Investment Advisors
New York
$215K 5,216 -184 -3%
RCM
343
RMR Capital Management
California
$213K 5,171 +5,171 New
Walleye Trading
344
Walleye Trading
New York
$213K 5,169 -39,605 -88%
TTWM
345
TCV Trust & Wealth Management
Virginia
$213K 5,165 +5,165 New
LIM
346
Leavell Investment Management
Alabama
$211K 5,132 +5,132 New
TBA
347
Tower Bridge Advisors
Pennsylvania
$210K 5,100 +5,100 New
EF
348
Empowered Funds
Pennsylvania
$201K 4,896 +4,896 New
ACM
349
AlphaStar Capital Management
North Carolina
$200K 4,862 +4,862 New
Osaic Holdings
350
Osaic Holdings
Arizona
$194K 4,708 +1,472 +45%
12 13
14
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