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UDR
UDR

Overview Fund Activity

504 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 55 closing their positions.

Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
68
Increased
182
Reduced
168
Closed
55
Calls
$1.29M
Puts
$1.35M
Net Calls
-$60K
Net Calls Change
+$478K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.27B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$567M
3
Invesco
3
Invesco
Georgia
$327M
4
Northern Trust
4
Northern Trust
Illinois
$211M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$547M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$10.6M
2
Millennium Management
2
Millennium Management
New York
$85.9M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LBIM
4
Land & Buildings Investment Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
326
PharVision Advisers
Florida
$259K 5,962 +5,962 New
VSQM
327
V-Square Quantitative Management
Illinois
$257K 5,915 +34 +0.6%
CWM
328
Chesapeake Wealth Management
Virginia
$254K 5,857 – –
VFP
329
Verus Financial Partners
Virginia
$253K 6,320 -478 -7%
EF
330
Empowered Funds
Pennsylvania
$251K 5,792 +546 +10%
Capstone Investment Advisors
331
Capstone Investment Advisors
New York
$251K 5,790 +857 +17%
GLLW
332
Graves Light Lenhart Wealth
Virginia
$250K 5,758 – –
FHB
333
First Hawaiian Bank
Hawaii
$248K 5,719 -104 -2%
GFM
334
GF Fund Management
China
$247K 5,694 +5,694 New
FRM
335
Fox Run Management
Connecticut
$245K 5,653 +5,653 New
Truist Financial
336
Truist Financial
North Carolina
$245K 5,653 -639 -10%
TTWM
337
TCV Trust & Wealth Management
Virginia
$243K 5,589 – –
ECM
338
Everence Capital Management
Indiana
$239K 5,510 -9,370 -63%
US Bancorp
339
US Bancorp
Minnesota
$238K 5,493 +2 +0%
CCA
340
Checchi Capital Advisers
California
$237K 5,466 +45 +0.8%
AG
341
AlTi Global
New York
$237K 5,459 – –
TIAA Trust, National Association
342
TIAA Trust, National Association
North Carolina
$233K 5,364 – –
VI
343
Vestcor Inc
New Brunswick, Canada
$230K 5,309 – –
PP
344
Prudential plc
United Kingdom
$228K 5,241 – –
TC
345
TownSquare Capital
Utah
$225K 5,173 +237 +5%
RCM
346
RMR Capital Management
California
$224K 5,171 – –
NP
347
NorthRock Partners
Minnesota
$224K 5,159 +174 +3%
LIM
348
Leavell Investment Management
Alabama
$223K 5,132 – –
NCM
349
Next Capital Management
New York
$220K 5,069 +69 +1%
FC
350
Farringdon Capital
United Kingdom
$219K 5,041 +5,041 New
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14
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