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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
AWM
426
Activest Wealth Management
Florida
$27.2K +$25.7K +600 New
BWL
427
Bogart Wealth LLC
Virginia
$22.7K
DSC
428
Duncker Streett & Co
Missouri
$22.7K
CFO
429
CVA Family Office
Colorado
$21.4K
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$21.1K +$643 +15 +3%
APW
431
Acima Private Wealth
Virginia
$20.6K
GIM
432
Gold Investment Management
Alberta, Canada
$20K
QC
433
Quent Capital
New York
$19.9K
SL
434
Salomon & Ludwin
Virginia
$19.6K
MSG
435
Main Street Group
Virginia
$17.1K
AFS
436
Annapolis Financial Services
Maryland
$16.3K
GWM
437
Geneos Wealth Management
Colorado
$15.9K +$10.8K +251 +251%
MCM
438
Manchester Capital Management
Vermont
$15.6K +$1.16K +27 +9%
WSFS
439
Wilmington Savings Fund Society
Delaware
$15.4K +$14.6K +340 New
NS
440
NBC Securities
Alabama
$15K
CT
441
Clearstead Trust
Maine
$13.9K
CA
442
Crewe Advisors
Utah
$11.5K
CTC
443
Central Trust Company
Missouri
$11.3K
ATS
444
Ashton Thomas Securities
New York
$10.6K +$10K +234 New
DIP
445
DT Investment Partners
Pennsylvania
$10.2K
EC
446
Elequin Capital
New York
$9.88K +$4.46K +104 +91%
EWA
447
EverSource Wealth Advisors
Alabama
$9.75K +$986 +23 +12%
MAM
448
Meeder Asset Management
Ohio
$8.71K -$214 -5 -3%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$8.66K
WWM
450
Wolff Wiese Magana
California
$8.31K +$86 +2 +1%

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.