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UDR
UDR

Overview Fund Activity

434 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

Holders
434
Holders Change
+14
Holders Change %
+3.33%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.81B
2
Norges Bank
2
Norges Bank
Norway
$311M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$166M
4
BlackRock
4
BlackRock
New York
$1.43B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$55.6M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$232M
2
ZP
2
Zimmer Partners
New York
$63.3M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LPC
4
Long Pond Capital
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$42.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
451
Atom Investors
Texas
– – -6,348 Closed
TC
452
TwinBeech Capital
New York
– – -6,082 Closed
LIA
453
LS Investment Advisors
Michigan
– – -6,066 Closed
V
454
Veritable
Delaware
– – -5,928 Closed
AIS
455
American Investment Services
Massachusetts
– – -5,691 Closed
FTDI
456
First Trust Direct Indexing
Massachusetts
– – -4,079 Closed
ASN
457
Advisory Services Network
Georgia
– – -3,194 Closed
VCG
458
Vantage Consulting Group
Virginia
– – -1,776 Closed
MCM
459
McMillion Capital Management
North Carolina
– – -1,468 Closed
HFM
460
Harvest Fund Management
China
– – -1,451 Closed
ABC
461
Associated Banc-Corp
Wisconsin
– – -1,000 Closed
PWM
462
Perigon Wealth Management
California
– – -729 Closed
AP
463
Arlington Partners
Alabama
– – -384 Closed
Group One Trading
464
Group One Trading
Illinois
– – -100 Closed
RPWA
465
Regent Peak Wealth Advisors
Georgia
– – -83 Closed
CWC
466
Carolinas Wealth Consulting
North Carolina
– – -54 Closed
PWPS
467
Pinnacle Wealth Planning Services
Ohio
– – -49 Closed
Capstone Investment Advisors
468
Capstone Investment Advisors
New York
– – -31 Closed
TI
469
tru Independence
Oregon
– – -24 Closed
MA
470
MUFG Americas
New York
– – -10 Closed
PFO
471
Pathstone Family Office
New Jersey
– – -9 Closed
RWA
472
Ropes Wealth Advisors
Massachusetts
– – -5 Closed
IA
473
Inspire Advisors
Idaho
– – -5 Closed
M
474
MOTCO
Texas
– – -3 Closed
CFGS
475
Concourse Financial Group Securities
Alabama
– – – –
16 17 18
19
20