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448 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, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

2% more funds holding

Funds holding: 441448 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 165

2.26% less ownership

Funds ownership: 99.39%97.13% (-2.3%)

19% less capital invested

Capital invested by funds: $14.1B → $11.4B (-$2.64B)

69% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $4.43M

Holders
448
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
165
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B -$12.1M -303,977 -0.6%
BlackRock
2
BlackRock
New York
$1.17B -$6.4M -160,455 -0.5%
Cohen & Steers
3
Cohen & Steers
New York
$920M -$113M -2,828,948 -10%
Norges Bank
4
Norges Bank
Norway
$888M
State Street
5
State Street
Massachusetts
$786M -$38.9M -976,028 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$431M +$15.7M +394,581 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$431M -$32.6M -817,108 -6%
Invesco
8
Invesco
Georgia
$315M -$102M -2,571,281 -23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$303M -$23.4M -587,597 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$257M +$1.15M +28,858 +0.4%
CIM
11
Centersquare Investment Management
Pennsylvania
$213M +$71.6M +1,796,732 +43%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$203M -$453K -11,369 -0.2%
Deutsche Bank
13
Deutsche Bank
Germany
$181M +$53.4M +1,339,276 +36%
Northern Trust
14
Northern Trust
Illinois
$169M +$17.1M +429,114 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$167M +$599K +15,035 +0.3%
Legal & General Group
16
Legal & General Group
United Kingdom
$153M -$4.22M -105,974 -2%
Charles Schwab
17
Charles Schwab
California
$144M +$1.65M +41,465 +1%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$101M -$39.6M -994,082 -26%
ACM
19
AEW Capital Management
Massachusetts
$92.6M +$9.58M +240,227 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$92.4M -$3.74M -93,830 -3%
UBS AM
21
UBS AM
Illinois
$91.5M -$396K -9,939 -0.4%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$90.2M +$5.91M +148,180 +6%
DPIM
23
Duff & Phelps Investment Management
Illinois
$87.5M +$3.07M +76,900 +3%
Millennium Management
24
Millennium Management
New York
$81.4M -$12.2M -305,627 -12%
Morgan Stanley
25
Morgan Stanley
New York
$81.2M -$1.54M -38,728 -2%