UDR icon

UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$171K 3,765 +10 +0.3%
S
377
SignatureFD
Georgia
$170K 3,742 – –
GC
378
Globeflex Capital
California
$155K 3,419 +3,419 New
WTA
379
Washington Trust Advisors
Massachusetts
$147K 3,242 – –
BTI
380
Blue Trust Inc
Georgia
$141K 3,422 +2,382 +229%
C
381
Covestor
United Kingdom
$140K 3,092 -11 -0.4%
ETC
382
Exchange Traded Concepts
Oklahoma
$139K 3,061 +2,227 +267%
AIP
383
Ameritas Investment Partners
Nebraska
$138K 3,040 -323 -10%
Osaic Holdings
384
Osaic Holdings
Arizona
$133K 2,940 -1,768 -38%
Optiver Holding
385
Optiver Holding
Netherlands
$116K 2,561 +2,561 New
PA
386
Parallel Advisors
California
$110K 2,416 +1,465 +154%
WT
387
Whittier Trust
California
$99.2K 2,187 – –
EBA
388
Eagle Bay Advisors
New York
$98.7K 2,177 +28 +1%
SSB
389
Sandy Spring Bank
Maryland
$97.5K 2,150 – –
AA
390
Addison Advisors
Vermont
$95.1K 2,098 -4 -0.2%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.4K 2,017 +236 +13%
AF
392
Allworth Financial
California
$81.7K 1,802 +80 +5%
IIM
393
Intact Investment Management
Quebec, Canada
$72.5K 1,600 +1,600 New
QCG
394
Quadrant Capital Group
Ohio
$67.3K 1,484 -89 -6%
LC
395
Lindbrook Capital
California
$64K 1,412 -24 -2%
T
396
TOBAM
France
$61K 1,346 -48 -3%
Federated Hermes
397
Federated Hermes
Pennsylvania
$60.4K 1,333 +1,333 New
GEA
398
Glen Eagle Advisors
New Jersey
$58.8K 1,296 – –
WAG
399
Wiser Advisor Group
Arizona
$57.4K 1,267 +13 +1%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$51.9K 1,153 +502 +77%
14 15
16
17 18