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UDR
UDR

453 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, 180 increasing their positions, 155 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 155

0.79% more ownership

Funds ownership: 98.41% → 99.2% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less capital invested

Capital invested by funds: $12.4B → $12.2B (-$185M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

2% less funds holding

Funds holding: 460 → 453 (-7)

66% less call options, than puts

Call options by funds: $6.48M | Put options by funds: $19.2M

Holders
453
Holders Change
-7
Holders Change %
-1.52%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
180
Reduced
155
Closed
53
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$173M
2
Invesco
Invesco
Georgia
+$144M
3
RC
Resolution Capital
Australia
+$61.3M
4
Cohen & Steers
Cohen & Steers
New York
+$56.1M
5
CIM
Centersquare Investment Management
Pennsylvania
+$52.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$101M
2
Deutsche Bank
Deutsche Bank
Germany
-$99.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$97.2M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$67.5M
5
HRES
Heitman Real Estate Securities
Illinois
-$61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B +$8.59M +233,475 +0.5%
BlackRock
2
BlackRock
New York
$1.3B +$3.43M +93,148 +0.3%
Cohen & Steers
3
Cohen & Steers
New York
$1.06B +$56.1M +1,524,231 +6%
Norges Bank
4
Norges Bank
Norway
$1.04B +$259K +7,031 +0%
State Street
5
State Street
Massachusetts
$795M -$46.4M -1,260,927 -6%
Invesco
6
Invesco
Georgia
$587M +$144M +3,924,298 +33%
CIM
7
Centersquare Investment Management
Pennsylvania
$364M +$52.7M +1,433,463 +18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$363M +$6.09M +165,527 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$282M +$8.22M +223,363 +3%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$279M +$50M +1,359,804 +22%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$272M -$2.69M -73,232 -1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$176M +$173M +4,708,291 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$173M +$2M +54,259 +1%
Legal & General Group
14
Legal & General Group
United Kingdom
$160M -$357K -9,697 -0.2%
Charles Schwab
15
Charles Schwab
California
$156M +$1.07M +29,108 +0.7%
Northern Trust
16
Northern Trust
Illinois
$127M -$6.43M -174,782 -5%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$121M +$42.2M +1,145,956 +55%
PI
18
PGGM Investments
Netherlands
$120M +$32.6M +887,060 +38%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$2.8M +76,000 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$109M -$97.2M -2,640,980 -48%
UBS AM
21
UBS AM
Illinois
$104M -$1.7M -46,099 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$96.6M -$2.52M -68,478 -3%
Morgan Stanley
23
Morgan Stanley
New York
$95M -$101M -2,741,787 -52%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$87.6M +$18.9M +512,388 +28%
ACM
25
AEW Capital Management
Massachusetts
$76.8M -$20.2M -548,520 -21%
1
2 3 4 5

UDR Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2024, worth a combined $12.2B — down 1.5% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UDR and 48 opened new positions — a net loss of 5 holders — while 155 trimmed existing stakes and 180 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $173M. The largest seller was Morgan Stanley, cutting an estimated $101M.

  • 453 institutional investors held UDR (UDR) as of Q1 2024, down from 460 in Q4 2023.
  • Funds reported $12.2B of UDR stock for Q1 2024, down 1.5% 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 Morgan Stanley, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.