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432 hedge funds and large institutions have $15.4B invested in UDR in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 135 increasing their positions, 155 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $5.95M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

18% more capital invested

Capital invested by funds: $13.1B → $15.4B (+$2.3B)

5.13% more ownership

Funds ownership: 100.64%105.78% (+5.1%)

4% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 54

1% less funds holding

Funds holding: 437432 (-5)

13% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 155

Holders
432
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
7.52%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
52
Increased
135
Reduced
155
Closed
54
Calls
$8.29M
Puts
$5.95M
Net Calls
+$2.34M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B +$20.8M +441,223 +0.9%
Cohen & Steers
2
Cohen & Steers
New York
$2.18B +$153M +3,244,918 +8%
BlackRock
3
BlackRock
New York
$1.59B -$4.44M -94,477 -0.3%
State Street
4
State Street
Massachusetts
$824M +$11.2M +237,391 +1%
Norges Bank
5
Norges Bank
Norway
$691M +$330M +7,015,111 +99%
Invesco
6
Invesco
Georgia
$625M -$34.2M -727,890 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$517M -$11.9M -253,056 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$491M -$6.81M -144,865 -1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$479M -$1.09M -23,215 -0.2%
CIM
10
Centersquare Investment Management
Pennsylvania
$298M +$37.3M +793,250 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$284M +$5.58M +118,573 +2%
Northern Trust
12
Northern Trust
Illinois
$236M -$7.94M -168,853 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$234M -$987K -20,974 -0.4%
N
14
Nuveen
North Carolina
$187M +$1.27M +27,022 +0.7%
Legal & General Group
15
Legal & General Group
United Kingdom
$168M -$874K -18,591 -0.5%
Morgan Stanley
16
Morgan Stanley
New York
$161M +$73.3M +1,557,796 +90%
AAMU
17
APG Asset Management US
New York
$160M +$3.48M +74,000 +2%
Charles Schwab
18
Charles Schwab
California
$159M +$2.34M +49,681 +2%
ACM
19
AEW Capital Management
Massachusetts
$129M +$91.7K +1,950 +0.1%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$129M +$37.3M +792,988 +43%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$129M +$2.72M +57,739 +2%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$116M +$65.7M +1,396,283 +142%
UBS AM
23
UBS AM
Illinois
$116M -$12.2M -259,602 -10%
ZP
24
Zimmer Partners
New York
$111M +$38.6M +820,849 +57%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$101M +$25.2M +535,922 +35%

UDR Hedge Fund Activity: Q2 2021 in Review

432 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2021, worth a combined $15.4B — up 18% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UDR and 52 opened new positions — a net loss of 2 holders — while 155 trimmed existing stakes and 135 added.

The largest buyer was Norges Bank, adding an estimated $330M. The largest seller was Millennium Management, cutting an estimated $44.6M.

  • 432 institutional investors held UDR (UDR) as of Q2 2021, down from 437 in Q1 2021.
  • Funds reported $15.4B of UDR stock for Q2 2021, up 18% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q2 2021 and 54 closed out, a net change of -2 holders.
  • The largest UDR buyer in Q2 2021 was Norges Bank, an estimated $330M added.
  • The largest UDR seller in Q2 2021 was Millennium Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q2 2021.