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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 %
HWA
476
HHM Wealth Advisors
Tennessee
$1.13K 26 +26 New
RTC
477
Riverview Trust Company
Washington
$1.13K 26 +26 New
SWM
478
Spire Wealth Management
Virginia
$1.04K 24 -1 -4%
AWM
479
Abound Wealth Management
Tennessee
$1.01K 23 – –
CAL
480
Capital Advisors Ltd
Ohio
$1K 22 – –
PWA
481
Principia Wealth Advisory
Texas
$955 22 +22 New
WA
482
Whipplewood Advisors
Colorado
$955 22 +22 New
MA
483
MCF Advisors
Kentucky
$912 21 -7 -25%
WCM
484
WealthTrak Capital Management
Virginia
$869 20 +20 New
BFPW
485
BOK Financial Private Wealth
Colorado
$869 20 +20 New
AWM
486
Avior Wealth Management
Nebraska
$694 16 -6 -27%
CWC
487
Carolinas Wealth Consulting
North Carolina
$652 15 – –
BIA
488
Bell Investment Advisors
California
$608 14 – –
PWA
489
Physician Wealth Advisors
Utah
$608 14 +14 New
CPG
490
Cornerstone Planning Group
New Jersey
$584 14 +14 New
CSWM
491
Cassady Schiller Wealth Management
Ohio
$564 13 +13 New
NC
492
NewSquare Capital
Pennsylvania
$564 13 +13 New
NRG
493
Nemes Rush Group
Michigan
$521 12 +12 New
WPA
494
West Paces Advisors
Georgia
$434 10 – –
NL
495
NVWM LLC
Pennsylvania
$434 10 – –
SO
496
Sierra Ocean
California
$361 8 +8 New
ZB
497
Zions Bancorporation
Utah
$304 7 – –
CT
498
Colonial Trust
South Carolina
$258 6 +6 New
SMAM
499
Sugar Maple Asset Management
Wisconsin
$217 5 +5 New
CAM
500
Creekmur Asset Management
Illinois
$174 4 – –
18 19
20
21 22