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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 %
DJSG
376
D.J. St. Germain
Massachusetts
$93.8K 2,161 +2,161 New
SSB
377
Sandy Spring Bank
Maryland
$93.3K 2,150 – –
AA
378
Addison Advisors
Vermont
$91K 2,097 -1 -0%
WWA
379
Wingate Wealth Advisors
Massachusetts
$87.1K 2,007 +2,007 New
HFM
380
Harvest Fund Management
China
$85K 1,965 -3,529 -64%
CBT
381
Crews Bank & Trust
Florida
$75.6K 1,742 +1,742 New
AF
382
Allworth Financial
California
$73.8K 1,822 +20 +1%
IIM
383
Intact Investment Management
Quebec, Canada
$69.5K 1,600 – –
EB
384
Eastern Bank
Massachusetts
$68.3K 1,574 +1,574 New
T
385
TOBAM
France
$67K 1,554 +208 +15%
QCG
386
Quadrant Capital Group
Ohio
$64.4K 1,484 – –
EBA
387
Eagle Bay Advisors
New York
$63.4K 1,461 -716 -33%
CCA
388
Catalyst Capital Advisors
New York
$63K 1,451 +1,451 New
LC
389
Lindbrook Capital
California
$61.4K 1,415 +3 +0.2%
SIC
390
Salem Investment Counselors
North Carolina
$58.6K 1,349 +520 +63%
GEA
391
Glen Eagle Advisors
New Jersey
$56.3K 1,296 – –
WAG
392
Wiser Advisor Group
Arizona
$55.5K 1,279 +12 +0.9%
CA
393
Continuum Advisory
Idaho
$55.3K 1,275 +351 +38%
BC
394
Bayforest Capital
United Kingdom
$55.2K 1,271 +1,271 New
SAM
395
Smartleaf Asset Management
Massachusetts
$51.9K 1,206 +491 +69%
Jones Financial Companies
396
Jones Financial Companies
Missouri
$50.8K 1,169 +16 +1%
HNB
397
Huntington National Bank
Ohio
$49.5K 1,141 +199 +21%
CA
398
Clearstead Advisors
Ohio
$47.6K 1,096 – –
PTC
399
Private Trust Company
Ohio
$47.1K 1,086 – –
PS
400
Principal Securities
Iowa
$46.3K 1,066 +156 +17%
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16
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