UDR
511 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 55 closing their positions.
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1% more funds holding
Funds holding: 505 → 511 (+6)
1.17% more ownership
Funds ownership: 99.91% → 101.08% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 169
3% less capital invested
Capital invested by funds: $14.9B → $14.5B (-$455M)
4% less call options, than puts
Call options by funds: $1.29M | Put options by funds: $1.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$226M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$160M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$75.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.7M |
| 5 |
BlackRock
New York
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$85.8M |
| 2 |
Millennium Management
New York
|
-$63.5M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$46.8M |
| 4 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$28.8M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$27.7M |
UDR Hedge Fund Activity: Q4 2024 in Review
511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2024, worth a combined $14.5B — down 3% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new UDR positions and 55 closed out — a net gain of 15 holders — while 184 added to existing stakes and 169 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $226M. The largest seller was AEW Capital Management, cutting an estimated $85.8M.
- 511 institutional investors held UDR (UDR) as of Q4 2024, up from 505 in Q3 2024.
- Funds reported $14.5B of UDR stock for Q4 2024, down 3% quarter-over-quarter.
- 70 funds opened new UDR positions in Q4 2024 and 55 closed out, a net change of +15 holders.
- The largest UDR buyer in Q4 2024 was Capital Research Global Investors, an estimated $226M added.
- The largest UDR seller in Q4 2024 was AEW Capital Management, an estimated $85.8M sold.
Based on aggregated 13F filings for Q4 2024.