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511 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 169 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 505511 (+6)

1.17% more ownership

Funds ownership: 99.91%101.08% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 169

3% less capital invested

Capital invested by funds: $14.9B → $14.5B (-$455M)

4% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $1.35M

Holders
511
Holders Change
+6
Holders Change %
+1.19%
% of All Funds
6.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
70
Increased
184
Reduced
169
Closed
55
Calls
$1.29M
Puts
$1.35M
Net Calls
-$60K
Net Calls Change
+$478K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B +$7.98M +180,551 +0.4%
BlackRock
2
BlackRock
New York
$1.45B +$34.1M +772,126 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.33B +$630K +14,240 +0%
Norges Bank
4
Norges Bank
Norway
$1.27B -$6.97M -157,534 -0.5%
State Street
5
State Street
Massachusetts
$898M -$3.88M -87,850 -0.4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$567M +$226M +5,101,668 +64%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$547M +$52.7M +1,191,432 +10%
CIM
8
Centersquare Investment Management
Pennsylvania
$390M -$13.3M -301,880 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$343M +$9.74M +220,293 +3%
Invesco
10
Invesco
Georgia
$327M +$160M +3,609,925 +92%
JP Morgan Chase
11
JP Morgan Chase
New York
$314M -$24M -543,264 -7%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$304M -$4.95M -111,878 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$301M -$7.37M -166,649 -2%
Northern Trust
14
Northern Trust
Illinois
$211M +$75.4M +1,706,037 +54%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$207M +$1.97M +44,599 +0.9%
Charles Schwab
16
Charles Schwab
California
$190M +$4.2M +95,022 +2%
UBS AM
17
UBS AM
Illinois
$139M +$5.33M +120,456 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$137M -$8.35M -188,814 -6%
PI
19
PGGM Investments
Netherlands
$137M +$10.1M +228,342 +8%
Prudential Financial
20
Prudential Financial
New Jersey
$130M +$25.8M +583,126 +24%
Morgan Stanley
21
Morgan Stanley
New York
$114M -$5.58M -126,078 -5%
Goldman Sachs
22
Goldman Sachs
New York
$111M +$4.67M +105,633 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$99.2M -$4.28M -96,736 -4%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M -$8.97M -202,767 -8%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$93.4M -$5.12M -115,698 -5%

UDR Hedge Fund Activity: Q4 2024 in Review

511 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2024, worth a combined $14.5B — down 3% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new UDR positions and 55 closed out — a net gain of 15 holders — while 184 added to existing stakes and 169 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $226M. The largest seller was AEW Capital Management, cutting an estimated $85.8M.

  • 511 institutional investors held UDR (UDR) as of Q4 2024, up from 505 in Q3 2024.
  • Funds reported $14.5B of UDR stock for Q4 2024, down 3% quarter-over-quarter.
  • 70 funds opened new UDR positions in Q4 2024 and 55 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q4 2024 was Capital Research Global Investors, an estimated $226M added.
  • The largest UDR seller in Q4 2024 was AEW Capital Management, an estimated $85.8M sold.

Based on aggregated 13F filings for Q4 2024.