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UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B 50,629,180 +83,005 +0.2%
BlackRock
2
BlackRock
New York
$1.48B 32,551,148 +686,986 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.39B 30,575,035 +1,189,718 +4%
State Street
4
State Street
Massachusetts
$942M 20,777,553 -4,418 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$517M 11,401,026 +1,471,855 +15%
CIM
6
Centersquare Investment Management
Pennsylvania
$421M 9,295,097 -1,581,001 -15%
Capital Research Global Investors
7
Capital Research Global Investors
California
$361M 7,958,452 +3,248,646 +69%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$352M 7,774,541 +368,087 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$348M 7,703,858 -27,983 -0.4%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$322M 7,109,980 +159,625 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$322M 7,092,794 -39,458 -0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$214M 4,712,433 -19,996 -0.4%
Charles Schwab
13
Charles Schwab
California
$194M 4,272,032 +117,213 +3%
Invesco
14
Invesco
Georgia
$178M 3,925,309 -1,591,841 -29%
Millennium Management
15
Millennium Management
New York
$155M 3,414,510 -84,640 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$152M 3,353,871 -320,787 -9%
Northern Trust
17
Northern Trust
Illinois
$143M 3,147,942 -226,024 -7%
UBS AM
18
UBS AM
Illinois
$140M 3,086,964 +2,766,172 +862%
PI
19
PGGM Investments
Netherlands
$133M 2,935,470 -240,697 -8%
Morgan Stanley
20
Morgan Stanley
New York
$125M 2,760,014 +76,185 +3%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$111M 2,455,484 -527,313 -18%
Goldman Sachs
22
Goldman Sachs
New York
$111M 2,447,399 +297,328 +14%
Prudential Financial
23
Prudential Financial
New Jersey
$109M 2,406,437 +2,203,664 +1,087%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$108M 2,381,404 -160,153 -6%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$103M 2,266,185 -17,804 -0.8%
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