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311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.28B +$134M +4,066,973 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B +$59.2M +1,802,115 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$599M +$35.8M +1,089,231 +7%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$488M -$97M -2,949,124 -17%
Invesco
5
Invesco
Georgia
$430M -$13M -395,411 -3%
BFA
6
BlackRock Fund Advisors
California
$426M +$20.7M +630,675 +5%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$417M -$33M -1,004,326 -8%
BIT
8
BlackRock Institutional Trust
California
$358M +$4.31M +131,095 +1%
State Street
9
State Street
Massachusetts
$293M -$2.36M -71,823 -0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$284M -$21.9M -664,759 -7%
ACI
11
AMP Capital Investors
Australia
$189M +$171M +5,208,800 +1,900%
SAMC
12
Shinko Asset Management Company
Japan
$168M -$7.38M -224,469 -4%
Deutsche Bank
13
Deutsche Bank
Germany
$161M +$125M +3,793,800 +407%
Northern Trust
14
Northern Trust
Illinois
$147M +$7.63M +231,968 +6%
PI
15
PGGM Investments
Netherlands
$107M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$106M +$972K +29,578 +1%
Ameriprise
17
Ameriprise
Minnesota
$93.4M +$974K +29,615 +1%
Prudential Financial
18
Prudential Financial
New Jersey
$86.5M -$4.51M -137,168 -5%
BG
19
BlackRock Group
United Kingdom
$85.1M -$3.78M -115,023 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$61.2M +$3.94M +119,763 +7%
Macquarie Group
21
Macquarie Group
Australia
$57.5M +$5.1M +155,067 +10%
SCRM
22
Security Capital Research & Management
Illinois
$50.6M +$20.7K +629 +0%
Goldman Sachs
23
Goldman Sachs
New York
$48.4M +$3.21M +97,763 +7%
Charles Schwab
24
Charles Schwab
California
$45.7M +$3.37M +102,492 +8%
JHIU
25
Janus Henderson Investors US
Colorado
$44.8M +$4.44M +135,191 +11%