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UDR
UDR

Overview Fund Activity

478 hedge funds and large institutions have $13.3B invested in UDR in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 37 closing their positions.

Holders
478
Holders Change
+28
Holders Change %
+6.22%
% of All Funds
6.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
72
Increased
182
Reduced
155
Closed
37
Calls
$4.92M
Puts
$20.4M
Net Calls
-$15.5M
Net Calls Change
-$2.74M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$305M
2
Citadel Advisors
2
Citadel Advisors
Florida
$98.5M
3
Millennium Management
3
Millennium Management
New York
$144M
4
HRES
4
Heitman Real Estate Securities
Illinois
$69.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$448M

Top Sellers

1
Invesco
1
Invesco
Georgia
$227M
2
BlackRock
2
BlackRock
New York
$1.31B
3
UBS AM
3
UBS AM
Illinois
$13.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.6M
5
RGREA
5
Ranger Global Real Estate Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GKIM
451
GW&K Investment Management
Massachusetts
$2K 42 +11 +35%
FFO
452
Fortitude Family Office
Arizona
$1.85K 45 – –
HI
453
Harbour Investments
Wisconsin
$1.77K 43 +8 +23%
PWMG
454
Prestige Wealth Management Group
New Jersey
$1.65K 40 – –
TFM
455
TFC Financial Management
Massachusetts
$1.61K 39 +3 +8%
VCM
456
Versant Capital Management
Arizona
$1.48K 36 – –
MA
457
MCF Advisors
Kentucky
$1.15K 28 – –
UWS
458
Unique Wealth Strategies
Illinois
$1.12K 30 +30 New
FW
459
Fairway Wealth
Ohio
$1.03K 25 +25 New
CAL
460
Capital Advisors Ltd
Ohio
$1K 22 +5 +29%
DF
461
Dunhill Financial
United Kingdom
$989 24 +1 +4%
AWM
462
Abound Wealth Management
Tennessee
$955 23 – –
SWM
463
Spire Wealth Management
Virginia
$823 20 -26 -57%
CA
464
Continuum Advisory
Idaho
$700 17 – –
AWM
465
Avior Wealth Management
Nebraska
$658 16 -27 -63%
BIA
466
Bell Investment Advisors
California
$577 14 – –
ECM
467
Everence Capital Management
Indiana
$567 14,880 – –
WPA
468
West Paces Advisors
Georgia
$412 10 – –
NL
469
NVWM LLC
Pennsylvania
$412 10 +10 New
SC
470
SouthState Corp
Florida
$329 8 +8 New
CWC
471
Carolinas Wealth Consulting
North Carolina
$206 5 – –
RWMG
472
Redwood Wealth Management Group
New Jersey
$206 5 +5 New
HIA
473
Harbor Investment Advisory
Maryland
$165 4 +4 New
CAM
474
Creekmur Asset Management
Illinois
$165 4 +4 New
CFGS
475
Concourse Financial Group Securities
Alabama
$82 2 – –
17 18
19
20 21