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505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$3.56M +83,005 +0.2%
BlackRock
2
BlackRock
New York
$1.48B +$29.4M +686,986 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.39B +$51M +1,189,718 +4%
Norges Bank
4
Norges Bank
Norway
$1.34B +$68.8M +1,604,540 +6%
State Street
5
State Street
Massachusetts
$942M -$189K -4,418 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$517M +$63.1M +1,471,855 +15%
CIM
7
Centersquare Investment Management
Pennsylvania
$421M -$67.8M -1,581,001 -15%
Capital Research Global Investors
8
Capital Research Global Investors
California
$361M +$139M +3,248,646 +69%
JP Morgan Chase
9
JP Morgan Chase
New York
$352M +$15.8M +368,087 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$348M -$1.2M -27,983 -0.4%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$322M +$6.84M +159,625 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$322M -$1.69M -39,458 -0.6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$214M -$857K -19,996 -0.4%
Charles Schwab
14
Charles Schwab
California
$194M +$5.02M +117,213 +3%
Invesco
15
Invesco
Georgia
$178M -$68.2M -1,591,841 -29%
Millennium Management
16
Millennium Management
New York
$155M -$3.63M -84,640 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$152M -$13.7M -320,787 -9%
Northern Trust
18
Northern Trust
Illinois
$143M -$9.69M -226,024 -7%
UBS AM
19
UBS AM
Illinois
$140M +$119M +2,766,172 +862%
PI
20
PGGM Investments
Netherlands
$133M -$10.3M -240,697 -8%
Morgan Stanley
21
Morgan Stanley
New York
$125M +$3.26M +76,185 +3%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$111M -$22.6M -527,313 -18%
Goldman Sachs
23
Goldman Sachs
New York
$111M +$12.7M +297,328 +14%
Prudential Financial
24
Prudential Financial
New Jersey
$109M +$94.4M +2,203,664 +1,087%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$108M -$6.86M -160,153 -6%

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.