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UDR
UDR

Overview Fund Activity

442 hedge funds and large institutions have $12.3B invested in UDR in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
442
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.13%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
58
Increased
176
Reduced
141
Closed
51
Calls
$14.5M
Puts
$3.08M
Net Calls
+$11.4M
Net Calls Change
+$6.44M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$405M
2
LPC
2
Long Pond Capital
New York
$73.4M
3
Norges Bank
3
Norges Bank
Norway
$914M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$53M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.21B
2
Invesco
2
Invesco
Georgia
$398M
3
ZP
3
Zimmer Partners
New York
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B 52,667,742 +554,229 +1%
BlackRock
2
BlackRock
New York
$1.33B 34,437,027 +201,877 +0.6%
Cohen & Steers
3
Cohen & Steers
New York
$1.21B 31,276,317 -5,295,266 -14%
Norges Bank
4
Norges Bank
Norway
$914M 23,588,802 +1,200,909 +5%
State Street
5
State Street
Massachusetts
$800M 20,648,352 +419,722 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$447M 11,539,921 +592,718 +5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$405M 10,461,440 +3,218,963 +44%
Invesco
8
Invesco
Georgia
$398M 10,271,092 -2,221,919 -18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$265M 6,851,059 +116,929 +2%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$236M 6,094,686 -1,040,569 -15%
CIM
11
Centersquare Investment Management
Pennsylvania
$220M 5,686,996 -585,465 -9%
Morgan Stanley
12
Morgan Stanley
New York
$201M 5,178,608 +1,178,512 +29%
Northern Trust
13
Northern Trust
Illinois
$168M 4,343,316 -22,155 -0.5%
Legal & General Group
14
Legal & General Group
United Kingdom
$151M 3,911,679 -2,664 -0.1%
Charles Schwab
15
Charles Schwab
California
$148M 3,827,456 +149,737 +4%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$135M 3,477,954 +213,081 +7%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$134M 3,462,866 +773,862 +29%
PI
18
PGGM Investments
Netherlands
$117M 3,008,595 +45,057 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$108M 2,792,551 +332,401 +14%
UBS AM
20
UBS AM
Illinois
$96.9M 2,502,344 +206,998 +9%
BC
21
Brookfield Corp
Ontario, Canada
$94.4M 2,436,626 +402,261 +20%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$90.3M 2,331,124 -607,010 -21%
ACM
23
AEW Capital Management
Massachusetts
$89.2M 2,302,305 -217,483 -9%
Bank of America
24
Bank of America
North Carolina
$83.8M 2,163,543 -108,700 -5%
HRES
25
Heitman Real Estate Securities
Illinois
$77.1M 1,991,172 -26,903 -1%
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