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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 %
M&T Bank
201
M&T Bank
New York
$1.43M 38,170 -3,231 -8%
Bessemer Group
202
Bessemer Group
New Jersey
$1.4M 37,416 +35,824 +2,250%
Squarepoint
203
Squarepoint
New York
$1.4M 37,340 +29,140 +355%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$1.39M 37,118 +1,082 +3%
BCM
205
Brookstone Capital Management
Illinois
$1.37M 36,640 – –
Rafferty Asset Management
206
Rafferty Asset Management
New York
$1.36M 36,249 -4,334 -11%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M 35,532 -476 -1%
PS
208
Pensionfund Sabic
Netherlands
$1.32M 35,388 +7,000 +25%
TCM
209
Telos Capital Management
California
$1.3M 34,759 +547 +2%
First Trust Advisors
210
First Trust Advisors
Illinois
$1.29M 34,534 -559 -2%
N
211
Natixis
France
$1.24M 33,071 +5,966 +22%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1.21M 32,447 -437 -1%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$1.2M 32,089 +10,919 +52%
DC
214
Davenport & Co
Virginia
$1.16M 31,114 +1,231 +4%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$1.16M 30,962 – –
MGP
216
Metis Global Partners
California
$1.14M 30,593 +854 +3%
AI
217
Atria Investments
North Carolina
$1.09M 29,234 -1,461 -5%
AUB
218
Atlantic Union Bankshares
Virginia
$1.07M 28,514 -1,359 -5%
EMPI
219
Elo Mutual Pension Insurance
Finland
$1.06M 28,257 +929 +3%
Nordea Investment Management
220
Nordea Investment Management
Sweden
$1.05M 28,035 -2,326 -8%
TI
221
Tidal Investments
Wisconsin
$1.04M 27,921 +16,737 +150%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$1.04M 27,875 +960 +4%
O
223
Ossiam
France
$1.04M 27,714 +1,889 +7%
GIBU
224
Gulf International Bank (UK)
United Kingdom
$969K 25,920 – –
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$969K 25,891 +2,300 +10%
7 8
9
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