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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.

New
Increased
Maintained
Reduced
Closed
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
Capital Research Global Investors
1
Capital Research Global Investors
California
$567M
2
Invesco
2
Invesco
Georgia
$327M
3
Northern Trust
3
Northern Trust
Illinois
$211M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$547M
5
BlackRock
5
BlackRock
New York
$1.45B

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 Holding Trade Value Shares
Change 		Shares
Change %
GIM
426
Gold Investment Management
Alberta, Canada
$19.3K – – –
QC
427
Quent Capital
New York
$19.3K +$260 +6 +1%
SL
428
Salomon & Ludwin
Virginia
$18.8K – – –
MSG
429
Main Street Group
Virginia
$16.4K – – –
GWM
430
Geneos Wealth Management
Colorado
$15.2K – – –
MCM
431
Manchester Capital Management
Vermont
$14.9K – – –
WSFS
432
Wilmington Savings Fund Society
Delaware
$14.8K – – –
EWA
433
EverSource Wealth Advisors
Alabama
$13.1K +$3.73K +86 +40%
AWM
434
Activest Wealth Management
Florida
$11.3K -$14.8K -340 -57%
CTC
435
Central Trust Company
Missouri
$10.9K – – –
DIP
436
DT Investment Partners
Pennsylvania
$9.72K – – –
MAM
437
Meeder Asset Management
Ohio
$8.73K +$391 +9 +5%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$8.29K – – –
CSPIA
439
Cary Street Partners Investment Advisory
Virginia
$8.12K -$625K -14,396 -99%
WWM
440
Wolff Wiese Magana
California
$8.04K +$87 +2 +1%
PWMG
441
Private Wealth Management Group
New Jersey
$6.86K +$130 +3 +2%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$6.6K +$130 +3 +2%
CA
443
CoreCap Advisors
Michigan
$5.86K – – –
AAP
444
Arax Advisory Partners
Colorado
$5.73K – – –
IRC
445
Investors Research Corp
Georgia
$5.64K – – –
NFSG
446
Newbridge Financial Services Group
Florida
$5.31K +$5.31K +122 New
MFT
447
Moisand Fitzgerald Tamayo
Florida
$5.08K +$5.08K +117 New
IA
448
IFP Advisors
Florida
$5.04K +$912 +21 +22%
BGAI
449
Bruce G. Allen Investments
Colorado
$4.82K – – –
FMP
450
Financial Management Professionals
Texas
$4.17K +$1.3K +30 +45%
16 17
18
19 20