UDR
453 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 53 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 155
0.79% more ownership
Funds ownership: 98.41% → 99.2% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less capital invested
Capital invested by funds: $12.4B → $12.2B (-$185M)
9% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 53
2% less funds holding
Funds holding: 460 → 453 (-7)
66% less call options, than puts
Call options by funds: $6.48M | Put options by funds: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$173M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$144M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$61.3M |
| 4 |
Cohen & Steers
New York
|
+$56.1M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$101M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$99.1M |
| 3 |
JP Morgan Chase
New York
|
-$97.2M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$67.5M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
501
EntryPoint Capital
New York
| – | -$2.99K | -78 | Closed |
|
|
T
502
Tidemark
San Diego,
California
| – | -$1.42K | -37 | Closed |
|
|
GI
503
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.3K | -34 | Closed |
|
|
AAP
504
Arax Advisory Partners
Denver,
Colorado
| – | -$1.19K | -31 | Closed |
|
505
AssetMark Inc
Concord,
California
| – | -$1.11K | -29 | Closed |
|
|
TCOV
506
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$230 | -6 | Closed |
|
UDR Hedge Fund Activity: Q1 2024 in Review
453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2024, worth a combined $12.2B — down 1.5% from $12.4B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of UDR and 48 opened new positions — a net loss of 5 holders — while 155 trimmed existing stakes and 180 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $173M. The largest seller was Morgan Stanley, cutting an estimated $101M.
- 453 institutional investors held UDR (UDR) as of Q1 2024, down from 460 in Q4 2023.
- Funds reported $12.2B of UDR stock for Q1 2024, down 1.5% quarter-over-quarter.
- 48 funds opened new UDR positions in Q1 2024 and 53 closed out, a net change of -5 holders.
- The largest UDR buyer in Q1 2024 was Capital Research Global Investors, an estimated $173M added.
- The largest UDR seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2024.