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UDR
UDR

Overview Fund Activity

478 hedge funds and large institutions have $13.3B invested in UDR in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 37 closing their positions.

Holders
478
Holders Change
+28
Holders Change %
+6.22%
% of All Funds
6.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
72
Increased
182
Reduced
155
Closed
37
Calls
$4.92M
Puts
$20.4M
Net Calls
-$15.5M
Net Calls Change
-$2.74M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$305M
2
Citadel Advisors
2
Citadel Advisors
Florida
$98.5M
3
Millennium Management
3
Millennium Management
New York
$144M
4
HRES
4
Heitman Real Estate Securities
Illinois
$69.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$448M

Top Sellers

1
Invesco
1
Invesco
Georgia
$227M
2
BlackRock
2
BlackRock
New York
$1.31B
3
UBS AM
3
UBS AM
Illinois
$13.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.6M
5
RGREA
5
Ranger Global Real Estate Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08B 50,546,175 -517,039 -1%
BlackRock
2
BlackRock
New York
$1.31B 31,864,162 -2,905,233 -8%
Cohen & Steers
3
Cohen & Steers
New York
$1.21B 29,385,317 +1,085,512 +4%
Norges Bank
4
Norges Bank
Norway
$1.15B 27,888,220 +54,561 +0.2%
State Street
5
State Street
Massachusetts
$855M 20,781,971 -470,160 -2%
CIM
6
Centersquare Investment Management
Pennsylvania
$448M 10,876,098 +1,325,460 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$409M 9,929,171 +216,266 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$317M 7,731,841 +168,945 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$305M 7,406,454 +4,500,974 +155%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$293M 7,132,252 -145,239 -2%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$286M 6,950,355 -517,526 -7%
Invesco
12
Invesco
Georgia
$227M 5,517,150 -10,179,273 -65%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$195M 4,732,429 +103,384 +2%
Capital Research Global Investors
14
Capital Research Global Investors
California
$194M 4,709,806 +1,515 +0%
Charles Schwab
15
Charles Schwab
California
$171M 4,154,819 -2,519 -0.1%
Legal & General Group
16
Legal & General Group
United Kingdom
$151M 3,674,658 -593,581 -14%
Millennium Management
17
Millennium Management
New York
$144M 3,499,150 +1,874,096 +115%
Northern Trust
18
Northern Trust
Illinois
$139M 3,373,966 -29,917 -0.9%
PI
19
PGGM Investments
Netherlands
$131M 3,176,167 -35,557 -1%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$123M 2,982,797 +76,500 +3%
Morgan Stanley
21
Morgan Stanley
New York
$110M 2,683,829 +145,362 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$105M 2,541,557 -41,635 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$98.5M 2,393,463 +2,258,300 +1,671%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$94M 2,283,989 -58,836 -3%
ACM
25
AEW Capital Management
Massachusetts
$92.4M 2,246,301 +193,010 +9%
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