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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 %
OCM
351
One Capital Management
California
$218K 5,025 – –
CTC
352
Cetera Trust Company
Minnesota
$217K 5,000 -475 -9%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$217K 4,997 +16 +0.3%
PA
354
Profund Advisors
Maryland
$209K 4,808 -3,603 -43%
TBA
355
Tower Bridge Advisors
Pennsylvania
$208K 4,798 -2 -0%
PA
356
Pinnacle Associates
New York
$202K 4,647 +4,647 New
MSA
357
MUFG Securities Americas
New York
$192K 4,433 +4,433 New
LS
358
Livforsakringsbolaget Skandia
Sweden
$188K 4,335 – –
WBC
359
Westpac Banking Corp
Australia
$187K 4,297 -173 -4%
HI
360
Horizon Investments
North Carolina
$178K 4,132 +35 +0.9%
SPIA
361
Steward Partners Investment Advisory
New York
$162K 3,737 -98 -3%
S
362
SignatureFD
Georgia
$160K 3,692 -50 -1%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$160K 3,684 -118 -3%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$147K 3,385 -498 -13%
CPCPP
365
Canada Post Corporation Pension Plan
Canada
$145K 3,335 +3,335 New
ETC
366
Exchange Traded Concepts
Oklahoma
$145K 3,330 +269 +9%
WTA
367
Washington Trust Advisors
Massachusetts
$141K 3,242 – –
AIP
368
Ameritas Investment Partners
Nebraska
$132K 3,040 – –
Osaic Holdings
369
Osaic Holdings
Arizona
$118K 2,723 -217 -7%
QL
370
Quarry LP
New York
$118K 2,707 -7,716 -74%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$117K 2,829 -936 -25%
ACA
372
Atlas Capital Advisors
Wyoming
$114K 2,622 +2,622 New
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.8K 2,256 +239 +12%
PA
374
Parallel Advisors
California
$96.1K 2,214 -202 -8%
WT
375
Whittier Trust
California
$94.9K 2,187 – –
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