We are live on ! Find out more

505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$103M -$763K -17,804 -0.8%
ACM
27
AEW Capital Management
Massachusetts
$99M -$2.7M -63,110 -3%
UBS Group
28
UBS Group
Switzerland
$90M +$17.5M +407,386 +26%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$76.7M +$35.9M +836,690 +98%
SEI Investments
30
SEI Investments
Pennsylvania
$74M -$4.9M -114,424 -7%
LIMS
31
Lasalle Investment Management Securities
Maryland
$72.2M -$893K -20,833 -1%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$70M +$13.5M +315,105 +26%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$65.9M -$2.87M -67,060 -4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$64.9M -$3.34M -78,012 -5%
AAMU
35
APG Asset Management US
New York
$64.7M +$38.2M +891,012 +162%
Amundi
36
Amundi
France
$59.4M +$13M +302,753 +29%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$57.2M -$11.1M -257,927 -17%
N
38
Nuveen
North Carolina
$47M -$12.2M -283,962 -22%
Bank of America
39
Bank of America
North Carolina
$47M -$1.23M -28,683 -3%
HRES
40
Heitman Real Estate Securities
Illinois
$46.8M -$28M -653,165 -39%
SO
41
STRS Ohio
Ohio
$44.7M -$2.94M -68,600 -7%
Allianz Asset Management
42
Allianz Asset Management
Germany
$43.9M +$19.6M +458,389 +90%
Deutsche Bank
43
Deutsche Bank
Germany
$42M -$2.78M -64,843 -7%
Swiss National Bank
44
Swiss National Bank
Switzerland
$42M
Neuberger Berman Group
45
Neuberger Berman Group
New York
$41M +$216K +5,039 +0.6%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$40.3M -$270K -6,295 -0.7%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$36.3M -$15.9M -370,794 -32%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$34.6M -$3.66M -85,411 -10%
URS
49
Utah Retirement Systems
Utah
$32.8M
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$30.4M +$4.44M +103,669 +18%

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.