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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
GKIM
476
GW&K Investment Management
Massachusetts
$2K +$386 +9 +21%
DF
477
Dunhill Financial
United Kingdom
$2K +$857 +20 +83%
LFG
478
Larson Financial Group
Missouri
$1.95K +$1.84K +43 New
HPC
479
HM Payson & Co
Maine
$1.86K +$1.76K +41 New
PWMG
480
Prestige Wealth Management Group
New Jersey
$1.81K
GBT
481
Grove Bank & Trust
Florida
$1.81K +$1.71K +40 New
TFM
482
TFC Financial Management
Massachusetts
$1.77K
VCM
483
Versant Capital Management
Arizona
$1.63K
MA
484
MCF Advisors
Kentucky
$1.27K
SWM
485
Spire Wealth Management
Virginia
$1.13K +$214 +5 +25%
AWM
486
Abound Wealth Management
Tennessee
$1.05K
CAL
487
Capital Advisors Ltd
Ohio
$1K
AWM
488
Avior Wealth Management
Nebraska
$997 +$257 +6 +38%
IAIM
489
International Assets Investment Management
Florida
$975 +$1.85M +43,253 +4,436%
CWC
490
Carolinas Wealth Consulting
North Carolina
$681 +$429 +10 +200%
BIA
491
Bell Investment Advisors
California
$635
NL
492
NVWM LLC
Pennsylvania
$453
WPA
493
West Paces Advisors
Georgia
$453
ZB
494
Zions Bancorporation
Utah
$317 -$3.17K -74 -91%
BWP
495
Baldwin Wealth Partners
Massachusetts
$272 +$257 +6 New
CAM
496
Chesapeake Asset Management
New York
$226 +$214 +5 New
CAM
497
Creekmur Asset Management
Illinois
$181
RWM
498
Reston Wealth Management
Virginia
$168 +$171 +4 New
WBC
499
West Branch Capital
Massachusetts
$137 +$129 +3 New
FPFS
500
First Personal Financial Services
North Carolina
$91 +$86 +2 New

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.