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UDR
UDR

Overview Fund Activity

435 hedge funds and large institutions have $13.5B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 50 closing their positions.

Holders
435
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
50
Increased
181
Reduced
127
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$562M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.4B
3
Invesco
3
Invesco
Georgia
$527M
4
State Street
4
State Street
Massachusetts
$943M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$87.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$4.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$130M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LPC
4
Long Pond Capital
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$87.7M 2,136,374 +2,136,374 New
DPIM
27
Duff & Phelps Investment Management
Illinois
$87.3M 2,126,160 +2,126,160 New
Goldman Sachs
28
Goldman Sachs
New York
$74.8M 1,821,470 +1,149,382 +171%
American Century Companies
29
American Century Companies
Missouri
$74.2M 1,808,246 +422,942 +31%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$58.7M 1,434,844 -42,407 -3%
Prudential Financial
31
Prudential Financial
New Jersey
$56.3M 1,222,189 -82,868 -6%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$54.7M 1,331,541 -116,739 -8%
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$54.4M 1,325,533 +978,347 +282%
Macquarie Group
34
Macquarie Group
Australia
$54.4M 1,219,730 -238,325 -16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$53M 1,292,000 -28,600 -2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$52.8M 1,285,671 -13,284 -1%
RGREA
37
Ranger Global Real Estate Advisors
Colorado
$52.5M 1,277,818 +151,066 +13%
SEI Investments
38
SEI Investments
Pennsylvania
$52.3M 1,272,624 +4,526 +0.4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$50.3M 1,224,994 -323,675 -21%
PAMS
40
Pictet Asset Management (Switzerland)
Switzerland
$46M 1,119,485 +78,206 +8%
SO
41
STRS Ohio
Ohio
$42.6M 1,037,621 +1,800 +0.2%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$40M 973,774 -84,466 -8%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$35.7M 868,701 +473,532 +120%
CS
44
Candriam SCA
Luxembourg
$34M 899,726 +116,461 +15%
Allianz Asset Management
45
Allianz Asset Management
Germany
$32.1M 782,419 +29,142 +4%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$31M 755,395 +98,002 +15%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$29.7M 684,779 +334,763 +96%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$27.7M 674,687 +13,184 +2%
URS
49
Utah Retirement Systems
Utah
$26.5M 646,468 +120,800 +23%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$25.9M 629,942 -9,599 -2%
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