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UDR
UDR

Overview Fund Activity

439 hedge funds and large institutions have $14B invested in UDR in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 173 reducing their positions, and 43 closing their positions.

Holders
439
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
6.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
48
Increased
136
Reduced
173
Closed
43
Calls
$2.55M
Puts
$1.39M
Net Calls
+$1.17M
Net Calls Change
+$1.06M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$390M
2
Deutsche Bank
2
Deutsche Bank
Germany
$160M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$71.9M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$102M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$39M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.23B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.22B
3
Invesco
3
Invesco
Georgia
$489M
4
BlackRock
4
BlackRock
New York
$1.42B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B 51,683,266 -1,570,393 -3%
BlackRock
2
BlackRock
New York
$1.42B 33,049,292 -1,140,377 -3%
Cohen & Steers
3
Cohen & Steers
New York
$1.23B 28,619,715 -5,570,555 -16%
Norges Bank
4
Norges Bank
Norway
$1.07B 24,884,474 – –
State Street
5
State Street
Massachusetts
$989M 23,021,958 +52,021 +0.2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$554M 12,887,983 -803,205 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$502M 11,686,424 -208,219 -2%
Invesco
8
Invesco
Georgia
$489M 11,388,656 -1,441,895 -11%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$390M 9,073,093 +6,936,719 +325%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$308M 7,177,953 +85,993 +1%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$246M 5,716,069 -893,021 -14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$200M 4,655,745 -48,650 -1%
Legal & General Group
13
Legal & General Group
United Kingdom
$189M 4,388,435 +73,358 +2%
Northern Trust
14
Northern Trust
Illinois
$185M 4,315,058 -27,088 -0.6%
CIM
15
Centersquare Investment Management
Pennsylvania
$179M 4,175,201 -392,308 -9%
Charles Schwab
16
Charles Schwab
California
$172M 4,004,784 +31,421 +0.8%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$164M 3,824,379 -77,400 -2%
Deutsche Bank
18
Deutsche Bank
Germany
$160M 3,727,227 +3,120,083 +514%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$130M 3,027,544 -5,528 -0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$115M 2,684,257 -66,070 -2%
PI
21
PGGM Investments
Netherlands
$111M 2,586,488 -9,978 -0.4%
Millennium Management
22
Millennium Management
New York
$111M 2,586,363 +322,613 +14%
UBS AM
23
UBS AM
Illinois
$106M 2,575,795 – –
Russell Investments Group
24
Russell Investments Group
United Kingdom
$102M 2,380,676 +945,832 +66%
DPIM
25
Duff & Phelps Investment Management
Illinois
$102M 2,376,620 +250,460 +12%
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