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UDR
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.

New
Increased
Maintained
Reduced
Closed

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

Holders
453
Holders Change
-7
Holders Change %
-1.52%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
180
Reduced
155
Closed
53
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$173M
2
Invesco
Invesco
Georgia
+$144M
3
RC
Resolution Capital
Australia
+$61.3M
4
Cohen & Steers
Cohen & Steers
New York
+$56.1M
5
CIM
Centersquare Investment Management
Pennsylvania
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$101M
2
Deutsche Bank
Deutsche Bank
Germany
-$99.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$97.2M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$67.5M
5
HRES
Heitman Real Estate Securities
Illinois
-$61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$26.8M +$4.46M +121,213 +20%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$24.7M -$49K -1,333 -0.2%
Barclays
53
Barclays
United Kingdom
$22.5M -$2.89M -78,690 -12%
Axa
54
Axa
France
$22.4M +$551K +14,987 +3%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$22.4M +$4.1M +111,334 +23%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$22.3M +$24.4K +662 +0.1%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$22.2M +$556K +15,120 +3%
Asset Management One
58
Asset Management One
Japan
$21.2M -$873K -23,722 -4%
Allianz Asset Management
59
Allianz Asset Management
Germany
$21M +$467K +12,687 +2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9M -$527K -14,321 -3%
Canada Life
61
Canada Life
Manitoba, Canada
$20.6M +$389K +10,577 +2%
EIP
62
Easterly Investment Partners
Massachusetts
$20.6M +$20.2M +550,048 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$20.4M -$29.1M -789,971 -59%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$20M +$3.13M +85,115 +19%
PS
65
Presima Securities
Quebec, Canada
$18.2M +$399K +10,850 +2%
SO
66
STRS Ohio
Ohio
$18.2M -$430K -11,700 -2%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$18.1M – – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$17.8M -$83.3K -2,263 -0.5%
Amundi
69
Amundi
France
$17.8M -$4.17M -113,247 -19%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$17.3M +$17M +461,800 New
SG Americas Securities
71
SG Americas Securities
New York
$16.5M +$13.7M +371,663 +526%
CS
72
Credit Suisse
Switzerland
$16.3M -$2.05M -55,750 -11%
Nomura Asset Management
73
Nomura Asset Management
Japan
$16.3M +$549K +14,932 +4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$16.1M -$537K -14,610 -3%
IL
75
Investure LLC
Virginia
$15.4M – – –
1 2
3
4 5

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.