UDR icon

UDR
UDR

Overview Fund Activity

450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$176M
2
Invesco
2
Invesco
Georgia
$587M
3
RC
3
Resolution Capital
Australia
$62.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.06B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$364M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$109M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$0
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B 51,063,214 +233,475 +0.5%
BlackRock
2
BlackRock
New York
$1.3B 34,769,395 +93,148 +0.3%
Cohen & Steers
3
Cohen & Steers
New York
$1.06B 28,299,805 +1,524,231 +6%
Norges Bank
4
Norges Bank
Norway
$1.04B 27,833,659 +7,031 +0%
State Street
5
State Street
Massachusetts
$795M 21,252,131 -1,260,927 -6%
Invesco
6
Invesco
Georgia
$587M 15,696,423 +3,924,298 +33%
CIM
7
Centersquare Investment Management
Pennsylvania
$364M 9,550,638 +1,433,463 +18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$363M 9,712,905 +165,527 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$282M 7,562,896 +223,363 +3%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$279M 7,467,881 +1,359,804 +22%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$272M 7,277,491 -73,232 -1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$176M 4,708,291 +4,708,291 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$173M 4,629,045 +54,259 +1%
Legal & General Group
14
Legal & General Group
United Kingdom
$160M 4,268,239 -9,697 -0.2%
Charles Schwab
15
Charles Schwab
California
$156M 4,157,338 +29,108 +0.7%
Northern Trust
16
Northern Trust
Illinois
$127M 3,403,883 -174,782 -5%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$121M 3,232,576 +1,145,956 +55%
PI
18
PGGM Investments
Netherlands
$120M 3,211,724 +887,060 +38%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$109M 2,906,297 +76,000 +3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$109M 2,905,480 -2,640,980 -48%
UBS AM
21
UBS AM
Illinois
$104M 2,790,734 -46,099 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$96.6M 2,583,192 -68,478 -3%
Morgan Stanley
23
Morgan Stanley
New York
$95M 2,538,467 -2,741,787 -52%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$87.6M 2,342,825 +512,388 +28%
ACM
25
AEW Capital Management
Massachusetts
$76.8M 2,053,291 -548,520 -21%
1
2 3 4 5