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505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
II
126
IFM Investors
Australia
$6.48M -$1.07K -25 -0%
SAM
127
Storebrand Asset Management
Norway
$6.44M -$12.6K -294 -0.2%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$6.4M +$2.76M +64,405 +84%
VanEck Associates
129
VanEck Associates
New York
$6.34M +$507K +11,838 +9%
GCA
130
GSI Capital Advisors
California
$6.29M +$5.95M +138,764 New
HEIP
131
Hudson Edge Investment Partners
New Jersey
$6.25M +$3M +69,907 +103%
ERSOT
132
Employees Retirement System of Texas
Texas
$6.05M -$5.14M -120,000 -47%
UM
133
UniSuper Management
Australia
$5.93M +$11.1K +258 +0.2%
VAM
134
Vert Asset Management
California
$5.89M +$32K +746 +0.6%
Cerity Partners
135
Cerity Partners
New York
$5.84M +$34.2K +798 +0.6%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$5.67M +$1.96M +45,739 +57%
PHAM
137
Pacific Heights Asset Management
California
$5.67M
AAF
138
Andra AP-fonden
Sweden
$5.59M -$2.37M -55,300 -31%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.57M -$80.8K -1,885 -2%
CWM
140
CIBC World Markets
New York
$5.48M +$3.48M +81,205 +205%
ECM
141
Evergreen Capital Management
Washington
$5.43M +$264K +6,152 +5%
WorldQuant Millennium Advisors
142
WorldQuant Millennium Advisors
New York
$5.43M +$5.13M +119,686 New
First Trust Advisors
143
First Trust Advisors
Illinois
$5.29M +$3.56M +83,130 +248%
NYLIM
144
New York Life Investment Management
New York
$5.21M -$449K -10,480 -8%
LM
145
Lincluden Management
Ontario, Canada
$5.04M -$72.8K -1,698 -2%
Holocene Advisors
146
Holocene Advisors
New York
$4.96M -$246K -5,745 -5%
American Century Companies
147
American Century Companies
Missouri
$4.93M +$30.4K +710 +0.7%
Bessemer Group
148
Bessemer Group
New Jersey
$4.88M +$3.04M +71,024 +194%
LPL Financial
149
LPL Financial
California
$4.61M +$92.8K +2,166 +2%
DA
150
Dover Advisors
Virginia
$4.58M -$26.2K -611 -0.6%

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.