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UDR
UDR

Overview Fund Activity

446 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 46 closing their positions.

Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
150
Reduced
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$38.6M
5
NC
5
Nekton Capital
United Kingdom
$35.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B 51,379,289 -303,977 -0.6%
BlackRock
2
BlackRock
New York
$1.17B 32,888,837 -160,455 -0.5%
Cohen & Steers
3
Cohen & Steers
New York
$920M 25,790,767 -2,828,948 -10%
Norges Bank
4
Norges Bank
Norway
$888M 24,884,474 – –
State Street
5
State Street
Massachusetts
$786M 22,045,930 -976,028 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$431M 12,081,005 +394,581 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$431M 12,070,875 -817,108 -6%
Invesco
8
Invesco
Georgia
$315M 8,817,375 -2,571,281 -23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$303M 8,485,496 -587,597 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$257M 7,206,811 +28,858 +0.4%
CIM
11
Centersquare Investment Management
Pennsylvania
$213M 5,971,933 +1,796,732 +43%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$203M 5,704,700 -11,369 -0.2%
Deutsche Bank
13
Deutsche Bank
Germany
$181M 5,066,503 +1,339,276 +36%
Northern Trust
14
Northern Trust
Illinois
$169M 4,744,172 +429,114 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$167M 4,670,780 +15,035 +0.3%
Legal & General Group
16
Legal & General Group
United Kingdom
$153M 4,282,461 -105,974 -2%
Charles Schwab
17
Charles Schwab
California
$144M 4,046,249 +41,465 +1%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$101M 2,830,297 -994,082 -26%
ACM
19
AEW Capital Management
Massachusetts
$92.6M 2,595,304 +240,227 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$92.4M 2,590,427 -93,830 -3%
UBS AM
21
UBS AM
Illinois
$91.5M 2,565,856 -9,939 -0.4%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$90.2M 2,528,856 +148,180 +6%
DPIM
23
Duff & Phelps Investment Management
Illinois
$87.5M 2,453,520 +76,900 +3%
Millennium Management
24
Millennium Management
New York
$81.4M 2,280,736 -305,627 -12%
Morgan Stanley
25
Morgan Stanley
New York
$81.2M 2,275,820 -38,728 -2%
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