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UDR
UDR

Overview Fund Activity

466 hedge funds and large institutions have $19.1B invested in UDR in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 147 reducing their positions, and 49 closing their positions.

Holders
466
Holders Change
+21
Holders Change %
+4.72%
% of All Funds
7.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
73
Increased
161
Reduced
147
Closed
49
Calls
$16.3M
Puts
$12.5M
Net Calls
+$3.81M
Net Calls Change
+$3.85M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$424M
2
BlackRock
2
BlackRock
New York
$2.09B
3
State Street
3
State Street
Massachusetts
$1.11B
4
BC
4
Brookfield Corp
Ontario, Canada
$97M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.9B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$24M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$336M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$12M
4
N
4
Natixis
France
$19.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
V
351
Veritable
Delaware
$235K 3,912 +35 +0.9%
BP
352
Ballentine Partners
Massachusetts
$234K 3,905 -10 -0.3%
P
353
Pitcairn
Pennsylvania
$226K 3,772 -41 -1%
AIP
354
Ameritas Investment Partners
Nebraska
$225K 3,758 – –
B
355
Bailard
California
$223K 3,713 -1,122 -23%
IMOV
356
Investment Management of Virginia
Virginia
$214K 3,568 +3,568 New
NIPH
357
NN Investment Partners Holdings
Netherlands
$213K 3,551 +3,551 New
AIS
358
American Investment Services
Massachusetts
$212K 3,530 +3,530 New
NWM
359
NEIRG Wealth Management
Massachusetts
$210K 3,496 +3,496 New
LFA
360
Legend Financial Advisors
Pennsylvania
$210K 3,500 +3,500 New
LNC
361
Lincoln National Corp
Pennsylvania
$210K 3,500 +3,500 New
CCA
362
Checchi Capital Advisers
California
$208K 3,462 +3,462 New
TI
363
Tidal Investments
Wisconsin
$207K 3,447 +3,447 New
HCM
364
Howard Capital Management
Georgia
$207K 3,448 +3,448 New
OPCM
365
Osborne Partners Capital Management
California
$205K 3,414 +3,414 New
ACP
366
Arcus Capital Partners
Georgia
$204K 3,395 +3,395 New
WSTAM
367
Wilbanks Smith & Thomas Asset Management
Virginia
$203K 3,381 +3,381 New
PAS
368
Park Avenue Securities
New York
$200K 3,334 +3,334 New
HKIMG
369
Hutchens & Kramer Investment Management Group
Indiana
$200K 3,560 +3,560 New
WTA
370
Washington Trust Advisors
Massachusetts
$194K 3,242 +3,242 New
WT
371
Whittier Trust
California
$190K 3,164 – –
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$190K 3,176 +443 +16%
Group One Trading
373
Group One Trading
Illinois
$183K 3,052 +3,052 New
QCG
374
Quadrant Capital Group
Ohio
$181K 3,011 +251 +9%
BIP
375
Blueprint Investment Partners
North Carolina
$177K 2,953 +615 +26%
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15
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