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UDR
UDR

Overview Fund Activity

435 hedge funds and large institutions have $13.5B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 127 reducing their positions, and 50 closing their positions.

Holders
435
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
50
Increased
181
Reduced
127
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$562M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.4B
3
Invesco
3
Invesco
Georgia
$527M
4
State Street
4
State Street
Massachusetts
$943M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$87.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$4.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$130M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LPC
4
Long Pond Capital
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$6.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B 53,253,659 +585,917 +1%
BlackRock
2
BlackRock
New York
$1.4B 34,189,669 -247,358 -0.7%
Cohen & Steers
3
Cohen & Steers
New York
$1.4B 34,190,270 +2,913,953 +9%
Norges Bank
4
Norges Bank
Norway
$1.02B 24,884,474 +1,295,672 +5%
State Street
5
State Street
Massachusetts
$943M 22,969,937 +2,321,585 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$562M 13,691,188 +3,229,748 +31%
Invesco
7
Invesco
Georgia
$527M 12,830,551 +2,559,459 +25%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$488M 11,894,643 +354,722 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$291M 7,091,960 +240,901 +4%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$271M 6,609,090 +514,404 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$193M 4,704,395 +170,856 +4%
CIM
12
Centersquare Investment Management
Pennsylvania
$188M 4,567,509 -1,119,487 -20%
Northern Trust
13
Northern Trust
Illinois
$178M 4,342,146 -1,170 -0%
Legal & General Group
14
Legal & General Group
United Kingdom
$177M 4,315,077 +403,398 +10%
Charles Schwab
15
Charles Schwab
California
$163M 3,973,363 +145,907 +4%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$160M 3,901,779 +423,825 +12%
Morgan Stanley
17
Morgan Stanley
New York
$130M 3,162,970 -2,015,638 -39%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$125M 3,033,072 -429,794 -12%
Bank of America
19
Bank of America
North Carolina
$116M 2,834,167 +670,624 +31%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$113M 2,750,327 -42,224 -2%
PI
21
PGGM Investments
Netherlands
$107M 2,596,466 -412,129 -14%
UBS AM
22
UBS AM
Illinois
$106M 2,575,795 +73,451 +3%
Millennium Management
23
Millennium Management
New York
$93M 2,263,750 +1,611,233 +247%
ACM
24
AEW Capital Management
Massachusetts
$90.8M 2,212,147 -90,158 -4%
BC
25
Brookfield Corp
Ontario, Canada
$90.4M 2,201,428 -235,198 -10%
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