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UDR
UDR

Overview Fund Activity

466 hedge funds and large institutions have $19.1B invested in UDR in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 147 reducing their positions, and 49 closing their positions.

Holders
466
Holders Change
+21
Holders Change %
+4.72%
% of All Funds
7.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
73
Increased
161
Reduced
147
Closed
49
Calls
$16.3M
Puts
$12.5M
Net Calls
+$3.81M
Net Calls Change
+$3.85M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$424M
2
BlackRock
2
BlackRock
New York
$2.09B
3
State Street
3
State Street
Massachusetts
$1.11B
4
BC
4
Brookfield Corp
Ontario, Canada
$97M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.9B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$24M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$336M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$12M
4
N
4
Natixis
France
$19.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9B 48,274,114 +1,442,728 +3%
Cohen & Steers
2
Cohen & Steers
New York
$2.57B 42,853,864 -909,598 -2%
BlackRock
3
BlackRock
New York
$2.09B 34,773,820 +2,901,453 +9%
State Street
4
State Street
Massachusetts
$1.11B 18,489,137 +1,772,966 +11%
Norges Bank
5
Norges Bank
Norway
$1.09B 18,129,085 – –
Invesco
6
Invesco
Georgia
$725M 12,077,496 -348,813 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$594M 9,896,144 +164,559 +2%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$472M 7,875,090 -440,157 -5%
PI
9
PGGM Investments
Netherlands
$424M 7,066,821 +6,631,525 +1,523%
Capital World Investors
10
Capital World Investors
California
$382M 6,373,899 – –
CIM
11
Centersquare Investment Management
Pennsylvania
$365M 6,078,847 +411,082 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$362M 6,042,768 +343,289 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$336M 5,593,986 -1,722,397 -24%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$283M 4,724,159 +294 +0%
Northern Trust
15
Northern Trust
Illinois
$276M 4,592,499 -100,561 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$213M 3,556,373 +25,347 +0.7%
Charles Schwab
17
Charles Schwab
California
$202M 3,358,968 +201,336 +6%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$173M 2,880,774 +130,554 +5%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$170M 2,837,657 -671,070 -19%
AAMU
20
APG Asset Management US
New York
$167M 2,784,000 -134,000 -5%
Morgan Stanley
21
Morgan Stanley
New York
$155M 2,577,926 -963,495 -27%
ACM
22
AEW Capital Management
Massachusetts
$152M 2,530,470 -63,450 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$143M 2,387,511 +264,815 +12%
UBS AM
24
UBS AM
Illinois
$143M 2,387,072 +168,095 +8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$137M 2,278,108 +65,508 +3%
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