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501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9B +$134M +2,353,851 +5%
Cohen & Steers
2
Cohen & Steers
New York
$2.27B -$186M -3,273,766 -8%
BlackRock
3
BlackRock
New York
$1.98B -$13.1M -230,018 -0.7%
State Street
4
State Street
Massachusetts
$1.18B +$118M +2,084,674 +11%
Norges Bank
5
Norges Bank
Norway
$1.09B +$48.2M +848,890 +5%
Invesco
6
Invesco
Georgia
$692M -$1.31M -22,999 -0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$562M -$5.42M -95,528 -1%
PI
8
PGGM Investments
Netherlands
$424M
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$413M -$38M -669,108 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$373M +$27M +475,674 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$351M +$30.2M +532,359 +10%
Capital World Investors
12
Capital World Investors
California
$325M -$39.9M -702,659 -11%
CIM
13
Centersquare Investment Management
Pennsylvania
$317M -$31.1M -547,419 -9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$276M +$5.16M +90,948 +2%
Northern Trust
15
Northern Trust
Illinois
$261M -$2.89M -50,946 -1%
Legal & General Group
16
Legal & General Group
United Kingdom
$212M +$8.13M +143,187 +4%
Charles Schwab
17
Charles Schwab
California
$204M +$11.1M +195,571 +6%
Morgan Stanley
18
Morgan Stanley
New York
$153M +$5.01M +88,213 +3%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$149M -$15.7M -275,929 -10%
N
20
Nuveen
North Carolina
$148M -$12.7M -224,358 -8%
UBS AM
21
UBS AM
Illinois
$139M +$2.03M +35,784 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$133M +$3.24M +57,071 +3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$129M -$1.79M -31,451 -1%
Bank of America
24
Bank of America
North Carolina
$128M +$11.3M +199,485 +10%
BC
25
Brookfield Corp
Ontario, Canada
$126M +$32.6M +573,790 +35%

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.