UDR
454 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 53 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 156
1.59% more ownership
Funds ownership: 97.61% → 99.2% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less capital invested
Capital invested by funds: $12.3B → $12.2B (-$84.1M)
9% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 53
2% less funds holding
Funds holding: 461 → 454 (-7)
66% less call options, than puts
Call options by funds: $6.48M | Put options by funds: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$173M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$144M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$61.3M |
| 4 |
Cohen & Steers
New York
|
+$56.1M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$99.1M |
| 2 |
JP Morgan Chase
New York
|
-$97.2M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$67.5M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$61M |
| 5 |
Millennium Management
New York
|
-$56.1M |
UDR Hedge Fund Activity: Q1 2024 in Review
454 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2024, worth a combined $12.2B — down 0.68% from $12.3B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of UDR and 48 opened new positions — a net loss of 5 holders — while 156 trimmed existing stakes and 179 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $173M. The largest seller was Deutsche Bank, cutting an estimated $99.1M.
- 454 institutional investors held UDR (UDR) as of Q1 2024, down from 461 in Q4 2023.
- Funds reported $12.2B of UDR stock for Q1 2024, down 0.68% quarter-over-quarter.
- 48 funds opened new UDR positions in Q1 2024 and 53 closed out, a net change of -5 holders.
- The largest UDR buyer in Q1 2024 was Capital Research Global Investors, an estimated $173M added.
- The largest UDR seller in Q1 2024 was Deutsche Bank, an estimated $99.1M sold.
Based on aggregated 13F filings for Q1 2024.