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505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
376
Catalyst Funds Management
Australia
$181K +$137K +3,200 +400%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$176K -$12.9K -302 -7%
SPIA
378
Steward Partners Investment Advisory
New York
$174K +$1.46K +34 +0.9%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$172K +$14.9K +347 +10%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$171K +$429 +10 +0.3%
S
381
SignatureFD
Georgia
$170K
GC
382
Globeflex Capital
California
$155K +$147K +3,419 New
WTA
383
Washington Trust Advisors
Massachusetts
$147K
BTI
384
Blue Trust Inc
Georgia
$141K +$102K +2,382 +229%
C
385
Covestor
United Kingdom
$140K -$471 -11 -0.4%
ETC
386
Exchange Traded Concepts
Oklahoma
$139K +$95.4K +2,227 +267%
AIP
387
Ameritas Investment Partners
Nebraska
$138K -$13.8K -323 -10%
Osaic Holdings
388
Osaic Holdings
Arizona
$133K -$75.8K -1,768 -38%
Optiver Holding
389
Optiver Holding
Netherlands
$116K +$110K +2,561 New
PA
390
Parallel Advisors
California
$110K +$62.8K +1,465 +154%
WT
391
Whittier Trust
California
$99.2K
EBA
392
Eagle Bay Advisors
New York
$98.7K +$1.2K +28 +1%
SSB
393
Sandy Spring Bank
Maryland
$97.5K
AA
394
Addison Advisors
Vermont
$95.1K -$171 -4 -0.2%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.4K +$10.1K +236 +13%
AF
396
Allworth Financial
California
$81.7K +$3.43K +80 +5%
IIM
397
Intact Investment Management
Quebec, Canada
$72.5K +$68.6K +1,600 New
QCG
398
Quadrant Capital Group
Ohio
$67.3K -$3.81K -89 -6%
LC
399
Lindbrook Capital
California
$64K -$1.03K -24 -2%
T
400
TOBAM
France
$61K -$2.06K -48 -3%

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.