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UDR
UDR

480 hedge funds and large institutions have $13.3B invested in UDR in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 157 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

16% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 157

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.07B)

6% more funds holding

Funds holding: 453 → 480 (+27)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.08% less ownership

Funds ownership: 99.2% → 98.12% (-1.1%)

76% less call options, than puts

Call options by funds: $4.92M | Put options by funds: $20.4M

Holders
480
Holders Change
+27
Holders Change %
+5.96%
% of All Funds
6.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
72
Increased
182
Reduced
157
Closed
38
Calls
$4.92M
Puts
$20.4M
Net Calls
-$15.5M
Net Calls Change
-$2.74M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$173M
2
Citadel Advisors
Citadel Advisors
Florida
+$87M
3
Millennium Management
Millennium Management
New York
+$72.2M
4
HRES
Heitman Real Estate Securities
Illinois
+$65M
5
CIM
Centersquare Investment Management
Pennsylvania
+$51.1M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$392M
2
BlackRock
BlackRock
New York
-$112M
3
UBS AM
UBS AM
Illinois
-$95.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.6M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$30.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
501
Oak Thistle LLC
New York
– -$301K -8,047 Closed
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$251K -6,700 Closed
Walleye Capital
503
Walleye Capital
New York
– -$220K -5,882 Closed
BA
504
Bridgewater Associates
Connecticut
– -$212K -5,668 Closed
PRC
505
Pearl River Capital
Michigan
– -$207K -5,539 Closed
BAMF
506
BI Asset Management Fondsmaeglerselskab
Denmark
– -$141K -3,782 Closed
WBC
507
Westpac Banking Corp
Australia
– -$130K -3,468 Closed
Group One Trading
508
Group One Trading
Illinois
– -$91.3K -2,369 Closed
HS
509
Hazelview Securities
Ontario, Canada
– -$81.7K -2,230 Closed
First Manhattan
510
First Manhattan
New York
– -$15K -400 Closed
DSA
511
Davis Selected Advisers
Arizona
– -$5.4K -140 -0.1%
CA
512
CoreCap Advisors
Michigan
– -$5.05K -135 Closed
AIM
513
Anchor Investment Management
South Carolina
– -$636 -17 Closed
NA
514
NewEdge Advisors
Louisiana
– -$378 -10 Closed
CTA
515
Colonial Trust Advisors
South Carolina
– -$299 -8 Closed
VWA
516
Valued Wealth Advisors
Utah
– -$150 -4 Closed
JWA
517
JFS Wealth Advisors
Pennsylvania
– -$113 -3 Closed
AW
518
Avion Wealth
Texas
– +$540 +14 New
17 18 19 20
21

UDR Hedge Fund Activity: Q2 2024 in Review

480 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2024, worth a combined $13.3B — up 8.8% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UDR positions and 38 closed out — a net gain of 34 holders — while 182 added to existing stakes and 157 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $173M. The largest seller was Invesco, cutting an estimated $392M.

  • 480 institutional investors held UDR (UDR) as of Q2 2024, up from 453 in Q1 2024.
  • Funds reported $13.3B of UDR stock for Q2 2024, up 8.8% quarter-over-quarter.
  • 72 funds opened new UDR positions in Q2 2024 and 38 closed out, a net change of +34 holders.
  • The largest UDR buyer in Q2 2024 was JP Morgan Chase, an estimated $173M added.
  • The largest UDR seller in Q2 2024 was Invesco, an estimated $392M sold.

Based on aggregated 13F filings for Q2 2024.