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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 %
OLVIG
451
Oliver Lagore Vanvalin Investment Group
Michigan
$3.91K 90 – –
MCM
452
MV Capital Management
Maryland
$3.86K 89 -5 -5%
RCM
453
Raleigh Capital Management
North Carolina
$3.21K 74 – –
AP
454
Aspect Partners
Virginia
$3.21K 74 – –
BBHC
455
Brown Brothers Harriman & Co
New York
$3.13K 72 +72 New
ST
456
Smithfield Trust
Pennsylvania
$3K 70 – –
AF
457
Advisornet Financial
Minnesota
$2.95K 68 -45 -40%
KIG
458
Kessler Investment Group
Indiana
$2.95K 68 – –
HI
459
Harbour Investments
Wisconsin
$2.74K 63 +18 +40%
BTI
460
Blue Trust Inc
Georgia
$2.73K 63 -3,359 -98%
S
461
Sachetta
Massachusetts
$2.69K 62 +1 +2%
DF
462
Dunhill Financial
United Kingdom
$2.6K 60 +16 +36%
KA
463
Kozak & Associates
Colorado
$2.51K 58 – –
GFPC
464
Global Financial Private Client
Florida
$2.43K 56 – –
MCM
465
MAI Capital Management
Ohio
$2.39K 55 +55 New
LDB
466
Lee, Danner & Bass
Tennessee
$2.34K 54 +54 New
MSWM
467
Mowery & Schoenfeld Wealth Management
Illinois
$2.08K 48 +48 New
BF
468
BOK Financial
Oklahoma
$2.05K 51 +51 New
GKIM
469
GW&K Investment Management
Massachusetts
$2K 51 – –
FFO
470
Fortitude Family Office
Arizona
$1.95K 45 – –
CIAS
471
CBIZ Investment Advisory Services
Ohio
$1.91K 44 +44 New
PWMG
472
Prestige Wealth Management Group
New Jersey
$1.74K 40 – –
GBT
473
Grove Bank & Trust
Florida
$1.74K 40 – –
TFM
474
TFC Financial Management
Massachusetts
$1.69K 39 – –
LFG
475
Larson Financial Group
Missouri
$1.52K 35 -8 -19%
17 18
19
20 21