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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 %
TC
126
TwinBeech Capital
New York
$4.42M 118,081 +118,081 New
Cerity Partners
127
Cerity Partners
New York
$4.39M 117,441 +14,836 +14%
CC
128
Centiva Capital
New York
$4.26M 113,754 +113,754 New
ECU
129
Eisler Capital (UK)
United Kingdom
$4.24M 113,291 +107,169 +1,751%
LM
130
Lincluden Management
Ontario, Canada
$4.22M 112,894 -4,876 -4%
ECM
131
Evergreen Capital Management
Washington
$4.11M 109,895 +4,472 +4%
GC
132
Guggenheim Capital
Illinois
$4.08M 109,118 -50,427 -32%
RJA
133
Raymond James & Associates
Florida
$4.06M 108,557 +26,276 +32%
Fidelity International
134
Fidelity International
Bermuda
$3.95M 105,506 +4,800 +5%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$3.92M 104,905 -3,317 -3%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$3.92M 104,853 -73,248 -41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
137
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.91M 104,500 -466,362 -82%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$3.9M 104,173 -76,000 -42%
HCM
139
HGI Capital Management
New York
$3.88M 103,607 -14,385 -12%
DA
140
Dover Advisors
Virginia
$3.81M 101,829 +24,617 +32%
LMGAM
141
Liberty Mutual Group Asset Management
Massachusetts
$3.8M 101,455 – –
TD Asset Management
142
TD Asset Management
Ontario, Canada
$3.79M 101,256 +432 +0.4%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$3.77M 99,502 +17,823 +22%
Victory Capital Management
144
Victory Capital Management
Texas
$3.75M 100,363 -387 -0.4%
Verition Fund Management
145
Verition Fund Management
Connecticut
$3.75M 100,200 +91,036 +993%
American Century Companies
146
American Century Companies
Missouri
$3.7M 98,902 +6,908 +8%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$3.6M 96,233 -4,131 -4%
LPL Financial
148
LPL Financial
California
$3.56M 95,255 +3,591 +4%
NYLIM
149
New York Life Investment Management
New York
$3.56M 95,132 +965 +1%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$3.4M 90,946 -34,397 -27%
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6
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