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UDR
UDR

Overview Fund Activity

499 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 201 increasing their positions, 144 reducing their positions, and 34 closing their positions.

Holders
499
Holders Change
+33
Holders Change %
+7.08%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
201
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9B
2
State Street
2
State Street
Massachusetts
$1.18B
3
RGREA
3
Ranger Global Real Estate Advisors
Colorado
$85.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$60.6M
5
Norges Bank
5
Norges Bank
Norway
$1.09B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.27B
2
AAMU
2
APG Asset Management US
New York
$62.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.31M
4
Capital World Investors
4
Capital World Investors
California
$325M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$413M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
376
Horst & Graben Wealth Management
Oregon
$251K 4,373 – –
ZCA
377
Zeke Capital Advisors
Pennsylvania
$246K 4,277 +4,277 New
NAM
378
NTV Asset Management
West Virginia
$241K 4,200 – –
V
379
Veritable
Delaware
$239K 4,170 +258 +7%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$232K 4,479 +1,098 +32%
SHA
381
Seneca House Advisors
Virginia
$231K 4,024 +57 +1%
GT
382
Greenleaf Trust
Michigan
$229K 3,984 +3,984 New
SWM
383
Spire Wealth Management
Virginia
$228K 3,979 -58 -1%
BP
384
Ballentine Partners
Massachusetts
$228K 3,977 +72 +2%
TMAM
385
Tokio Marine Asset Management
Japan
$227K 3,956 +3,956 New
PAS
386
Park Avenue Securities
New York
$223K 3,889 +555 +17%
HI
387
Horizon Investments
North Carolina
$217K 3,811 +3,811 New
AIP
388
Ameritas Investment Partners
Nebraska
$216K 3,758 – –
BCI
389
Brinker Capital Investments
Pennsylvania
$214K 3,728 +3,728 New
HKIMG
390
Hutchens & Kramer Investment Management Group
Indiana
$210K 3,560 – –
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$208K 3,620 +2,790 +336%
IMOV
392
Investment Management of Virginia
Virginia
$205K 3,568 – –
NWM
393
NEIRG Wealth Management
Massachusetts
$205K 3,571 +75 +2%
CCA
394
Checchi Capital Advisers
California
$205K 3,578 +116 +3%
LNC
395
Lincoln National Corp
Pennsylvania
$203K 3,542 +42 +1%
TSS
396
Two Sigma Securities
New York
$201K 3,495 +3,495 New
P
397
Pitcairn
Pennsylvania
$200K 3,489 -283 -8%
WTA
398
Washington Trust Advisors
Massachusetts
$186K 3,242 – –
WT
399
Whittier Trust
California
$181K 3,164 – –
QCG
400
Quadrant Capital Group
Ohio
$156K 2,722 -289 -10%
14 15
16
17 18