We are live on ! Find out more

437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B +$27.1M +654,442 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.81B +$222M +5,374,674 +15%
BlackRock
3
BlackRock
New York
$1.43B +$57.3M +1,386,514 +4%
State Street
4
State Street
Massachusetts
$728M -$2.97M -71,756 -0.4%
Invesco
5
Invesco
Georgia
$592M -$12.7M -306,521 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$474M -$7.11M -171,804 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$446M +$9.47M +229,045 +2%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$430M +$30.1M +726,939 +8%
Norges Bank
9
Norges Bank
Norway
$311M +$181M +4,372,216 +161%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$249M +$4.45M +107,555 +2%
CIM
11
Centersquare Investment Management
Pennsylvania
$232M -$104M -2,525,549 -32%
Northern Trust
12
Northern Trust
Illinois
$219M -$14.3M -346,589 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$210M -$2.2M -53,102 -1%
N
14
Nuveen
North Carolina
$166M +$88M +2,128,373 +128%
Legal & General Group
15
Legal & General Group
United Kingdom
$151M +$146K +3,540 +0.1%
Charles Schwab
16
Charles Schwab
California
$140M +$4.6M +111,204 +4%
AAMU
17
APG Asset Management US
New York
$138M
UBS AM
18
UBS AM
Illinois
$115M +$228K +5,503 +0.2%
ACM
19
AEW Capital Management
Massachusetts
$115M -$5.64M -136,300 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$113M +$129K +3,112 +0.1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$80.4M +$13M +313,150 +21%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$76.8M +$839K +20,285 +1%
Morgan Stanley
23
Morgan Stanley
New York
$76.2M -$22.8M -552,397 -24%
AllianceBernstein
24
AllianceBernstein
Tennessee
$75.8M +$37.5M +907,333 +110%
Bank of America
25
Bank of America
North Carolina
$69.3M +$9.5M +229,778 +17%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.