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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$173M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$87M |
| 3 |
Millennium Management
New York
|
+$72.2M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$65M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$392M |
| 2 |
BlackRock
New York
|
-$112M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$95.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$56.6M |
| 5 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$30.5M |
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.