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UDR
UDR

Overview Fund Activity

445 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 173 reducing their positions, and 37 closing their positions.

Holders
445
Holders Change
+15
Holders Change %
+3.49%
% of All Funds
7.82%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
58
Increased
121
Reduced
173
Closed
37
Calls
$12.5M
Puts
$12.6M
Net Calls
-$37K
Net Calls Change
-$2.38M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$338M
2
Norges Bank
2
Norges Bank
Norway
$960M
3
ZP
3
Zimmer Partners
New York
$195M
4
HRES
4
Heitman Real Estate Securities
Illinois
$73M
5
N
5
Natixis
France
$68.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
JG
2
Jefferies Group
New York
$23.9M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$441M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B 46,831,386 -483,524 -1%
Cohen & Steers
2
Cohen & Steers
New York
$2.32B 43,763,462 -696,847 -2%
BlackRock
3
BlackRock
New York
$1.69B 31,872,367 -656,786 -2%
Norges Bank
4
Norges Bank
Norway
$960M 18,129,085 +4,020,337 +28%
State Street
5
State Street
Massachusetts
$886M 16,716,171 -112,304 -0.7%
Invesco
6
Invesco
Georgia
$658M 12,426,309 -339,813 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$516M 9,731,585 -295,119 -3%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$441M 8,315,247 -1,466,050 -15%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$388M 7,316,383 -3,240,081 -31%
Capital World Investors
10
Capital World Investors
California
$338M 6,373,899 +6,373,899 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$301M 5,699,479 -112,125 -2%
CIM
12
Centersquare Investment Management
Pennsylvania
$300M 5,667,765 -412,538 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$250M 4,723,865 -45,272 -0.9%
Northern Trust
14
Northern Trust
Illinois
$249M 4,693,060 -120,865 -3%
ZP
15
Zimmer Partners
New York
$195M 3,675,000 +1,410,451 +62%
Morgan Stanley
16
Morgan Stanley
New York
$188M 3,541,421 +245,775 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$187M 3,531,026 +101,694 +3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$186M 3,508,727 -304,670 -8%
Charles Schwab
19
Charles Schwab
California
$167M 3,157,632 -91,739 -3%
AAMU
20
APG Asset Management US
New York
$156M 2,918,000 -306,500 -10%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$146M 2,750,220 +372,300 +16%
ACM
22
AEW Capital Management
Massachusetts
$137M 2,593,920 -34,100 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$135M 2,538,802 -85,533 -3%
UBS AM
24
UBS AM
Illinois
$118M 2,218,977 -153,550 -6%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$117M 2,212,600 -414,536 -16%
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