We are live on ! Find out more
UDR icon

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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$15.4M +$683K +18,570 +5%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$15.1M -$178K -4,828 -1%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$14.7M -$1.01M -27,460 -7%
Ameriprise
79
Ameriprise
Minnesota
$13.7M -$165K -4,475 -1%
Principal Financial Group
80
Principal Financial Group
Iowa
$13.6M +$180K +4,891 +1%
Prudential Financial
81
Prudential Financial
New Jersey
$12.8M -$29.3M -797,580 -70%
AAF
82
Andra AP-fonden
Sweden
$12.5M +$12.3M +335,000 New
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$11.1M -$482K -13,112 -4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M +$1.2M +32,567 +13%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$9.91M +$6.74M +183,124 +259%
MCM
86
Makena Capital Management
California
$9.8M +$111K +3,019 +1%
OAC
87
OMERS Administration Corp
Ontario, Canada
$9.64M – – –
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$9.47M +$3.53K +96 +0%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$9.17M +$760K +20,650 +9%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$8.55M -$46.8K -1,272 -0.6%
SSA
91
Schonfeld Strategic Advisors
New York
$8.53M +$5.89M +160,214 +236%
Macquarie Group
92
Macquarie Group
Australia
$8.42M -$739K -20,086 -8%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$8.34M +$6.46M +175,566 +371%
Franklin Resources
94
Franklin Resources
California
$8.33M -$1.48M -40,177 -15%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$8.28M +$2.32M +63,152 +40%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$8.19M -$755K -20,526 -9%
BIC
97
B&I Capital
Switzerland
$8.17M -$329K -8,950 -4%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$7.68M +$501K +13,618 +7%
GIA
99
Gateway Investment Advisers
Ohio
$7.67M -$1.25K -34 -0%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$7.65M +$577K +15,697 +8%
2 3
4
5 6

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.