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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 %
Group One Trading
351
Group One Trading
Illinois
$88.6K 2,369 +2,369 New
WT
352
Whittier Trust
California
$81.8K 2,187 – –
HS
353
Hazelview Securities
Ontario, Canada
$81.7K 2,230 -14,900 -87%
SSB
354
Sandy Spring Bank
Maryland
$80.4K 2,150 – –
AA
355
Addison Advisors
Vermont
$71.5K 1,912 +181 +10%
GIA
356
GHP Investment Advisors
Colorado
$71.3K 1,905 +1,905 New
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$68.5K 1,830 -3,074 -63%
AF
358
Allworth Financial
California
$63.6K 1,700 -243 -13%
QCG
359
Quadrant Capital Group
Ohio
$59.1K 1,581 -88 -5%
QL
360
Quarry LP
New York
$59.1K 1,580 +843 +114%
T
361
TOBAM
France
$57K 1,535 -6 -0.4%
LS
362
Livforsakringsbolaget Skandia
Sweden
$53.7K 1,435 – –
CT
363
Clearstead Trust
Maine
$50K 1,337 -676 -34%
GRP
364
Global Retirement Partners
California
$47.3K 1,265 +52 +4%
WAG
365
Wiser Advisor Group
Arizona
$46.4K 1,239 +13 +1%
LC
366
Lindbrook Capital
California
$41.5K 1,109 +55 +5%
PTC
367
Private Trust Company
Ohio
$40.6K 1,086 +19 +2%
LFA
368
Legend Financial Advisors
Pennsylvania
$37.4K 1,000 -1,000 -50%
MAM
369
Meeder Asset Management
Ohio
$35.1K 938 -4,070 -81%
HDIM
370
Hanson & Doremus Investment Management
Vermont
$34K 918 -278 -23%
PA
371
Parallel Advisors
California
$31.4K 840 +312 +59%
PS
372
Principal Securities
Iowa
$29.3K 782 +92 +13%
HNB
373
Huntington National Bank
Ohio
$28.4K 758 +454 +149%
MRCM
374
M&R Capital Management
New Jersey
$25.9K 691 – –
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$24.5K 656 +61 +10%
13 14
15
16 17