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456 hedge funds and large institutions have $14.8B invested in UDR in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 196 increasing their positions, 137 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.36M

43% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 137

0.44% less ownership

Funds ownership: 101.27%100.82% (-0.44%)

9% less funds holding

Funds holding: 501456 (-45)

20% less capital invested

Capital invested by funds: $18.4B → $14.8B (-$3.69B)

41% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 78

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
456
Holders Change
-45
Holders Change %
-8.98%
% of All Funds
7.68%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
46
Increased
196
Reduced
137
Closed
78
Calls
$18M
Puts
$8.36M
Net Calls
+$9.61M
Net Calls Change
-$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$27.2M +539,452 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.79B -$33.1M -655,546 -2%
BlackRock
3
BlackRock
New York
$1.61B +$16M +318,234 +0.9%
State Street
4
State Street
Massachusetts
$934M -$14.9M -295,561 -1%
Norges Bank
5
Norges Bank
Norway
$913M +$43.4M +859,773 +5%
Invesco
6
Invesco
Georgia
$583M +$30.2M +598,162 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$489M +$41.2M +816,291 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$371M +$97.5M +1,933,584 +32%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$332M +$679K +13,470 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$305M +$199M +3,949,037 +148%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$303M +$3.38M +66,970 +1%
CIM
12
Centersquare Investment Management
Pennsylvania
$287M +$34.9M +692,154 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$221M -$579K -11,482 -0.2%
Northern Trust
14
Northern Trust
Illinois
$202M -$8.02M -158,948 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$186M +$17.5M +347,149 +9%
Charles Schwab
16
Charles Schwab
California
$163M -$482K -9,564 -0.3%
N
17
Nuveen
North Carolina
$130M +$11M +218,609 +8%
Bank of America
18
Bank of America
North Carolina
$115M +$13.7M +271,894 +12%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$113M -$7.4M -146,700 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$112M +$5.74M +113,850 +5%
UBS AM
21
UBS AM
Illinois
$110M -$1.16M -23,077 -1%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$109M +$26M +515,766 +28%
BC
23
Brookfield Corp
Ontario, Canada
$105M +$4.49M +89,111 +4%
ACM
24
AEW Capital Management
Massachusetts
$98.5M +$8.7M +172,468 +9%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$93.9M -$10.5M -208,203 -9%

UDR Hedge Fund Activity: Q2 2022 in Review

456 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2022, worth a combined $14.8B — down 20% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of UDR and 46 opened new positions — a net loss of 32 holders — while 137 trimmed existing stakes and 196 added.

The largest buyer was Morgan Stanley, adding an estimated $199M. The largest seller was Capital World Investors, exiting entirely with an estimated $325M sold.

  • 456 institutional investors held UDR (UDR) as of Q2 2022, down from 501 in Q1 2022.
  • Funds reported $14.8B of UDR stock for Q2 2022, down 20% quarter-over-quarter.
  • 46 funds opened new UDR positions in Q2 2022 and 78 closed out, a net change of -32 holders.
  • The largest UDR buyer in Q2 2022 was Morgan Stanley, an estimated $199M added.
  • The largest UDR seller in Q2 2022 was Capital World Investors, an estimated $325M sold.

Based on aggregated 13F filings for Q2 2022.