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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 %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$172K 4,185 +311 +8%
Acadian Asset Management
352
Acadian Asset Management
Massachusetts
$170K 4,140 +4,140 New
SPIA
353
Steward Partners Investment Advisory
New York
$156K 3,801 +14 +0.4%
S
354
SignatureFD
Georgia
$154K 3,742 +123 +3%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$153K 3,755 -5 -0.1%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$142K 3,455 -634 -16%
AIP
357
Ameritas Investment Partners
Nebraska
$138K 3,363 – –
WTA
358
Washington Trust Advisors
Massachusetts
$133K 3,242 – –
C
359
Covestor
United Kingdom
$128K 3,103 -233 -7%
YDMI
360
Y.D. More Investments
Israel
$109K 2,658 +2,658 New
ACA
361
Atlas Capital Advisors
Wyoming
$108K 2,622 +2,622 New
HFM
362
Harvest Fund Management
China
$91K 2,202 +2,202 New
WT
363
Whittier Trust
California
$90K 2,187 – –
SSB
364
Sandy Spring Bank
Maryland
$88.5K 2,150 – –
EBA
365
Eagle Bay Advisors
New York
$88.4K 2,149 -1,001 -32%
AA
366
Addison Advisors
Vermont
$86.5K 2,102 +190 +10%
GIA
367
GHP Investment Advisors
Colorado
$78.4K 1,905 – –
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$75K 1,822 -8 -0.4%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.3K 1,781 -2,122 -54%
AF
370
Allworth Financial
California
$71.5K 1,722 +22 +1%
QCG
371
Quadrant Capital Group
Ohio
$64.7K 1,573 -8 -0.5%
LC
372
Lindbrook Capital
California
$59.1K 1,436 +327 +29%
T
373
TOBAM
France
$57K 1,394 -141 -9%
PAS
374
Point72 Asia (Singapore)
Singapore
$53.7K 1,304 +1,304 New
GRP
375
Global Retirement Partners
California
$53.5K 1,301 +36 +3%
13 14
15
16 17