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UDR
UDR

Overview Fund Activity

450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$176M
2
Invesco
2
Invesco
Georgia
$587M
3
RC
3
Resolution Capital
Australia
$62.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.06B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$364M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$109M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$0
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
51
Marshall Wace
United Kingdom
$26.8M 716,444 +121,213 +20%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$24.7M 660,907 -1,333 -0.2%
Barclays
53
Barclays
United Kingdom
$22.5M 601,860 -78,690 -12%
Axa
54
Axa
France
$22.4M 599,156 +14,987 +3%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$22.4M 597,502 +111,334 +23%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$22.3M 596,163 +662 +0.1%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$22.2M 593,970 +15,120 +3%
Asset Management One
58
Asset Management One
Japan
$21.2M 565,938 -23,722 -4%
Allianz Asset Management
59
Allianz Asset Management
Germany
$21M 560,679 +12,687 +2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9M 557,685 -14,321 -3%
Canada Life
61
Canada Life
Manitoba, Canada
$20.6M 550,909 +10,577 +2%
EIP
62
Easterly Investment Partners
Massachusetts
$20.6M 550,048 +550,048 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$20.4M 544,121 -789,971 -59%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$20M 535,059 +85,115 +19%
PS
65
Presima Securities
Quebec, Canada
$18.2M 487,625 +10,850 +2%
SO
66
STRS Ohio
Ohio
$18.2M 487,493 -11,700 -2%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$18.1M 484,331 – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$17.8M 475,375 -2,263 -0.5%
Amundi
69
Amundi
France
$17.8M 497,011 -113,247 -19%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$17.3M 461,800 +461,800 New
SG Americas Securities
71
SG Americas Securities
New York
$16.5M 442,348 +371,663 +526%
CS
72
Credit Suisse
Switzerland
$16.3M 436,370 -55,750 -11%
Nomura Asset Management
73
Nomura Asset Management
Japan
$16.3M 435,983 +14,932 +4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$16.1M 428,737 -14,610 -3%
IL
75
Investure LLC
Virginia
$15.4M 411,910 – –
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3
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