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UDR
UDR

Overview Fund Activity

504 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 55 closing their positions.

Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
68
Increased
182
Reduced
168
Closed
55
Calls
$1.29M
Puts
$1.35M
Net Calls
-$60K
Net Calls Change
+$478K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.27B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$567M
3
Invesco
3
Invesco
Georgia
$327M
4
Northern Trust
4
Northern Trust
Illinois
$211M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$547M

Top Sellers

1
ACM
1
AEW Capital Management
Massachusetts
$10.6M
2
Millennium Management
2
Millennium Management
New York
$85.9M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
LBIM
4
Land & Buildings Investment Management
Connecticut
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B 50,809,731 +180,551 +0.4%
BlackRock
2
BlackRock
New York
$1.45B 33,323,274 +772,126 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.33B 30,589,275 +14,240 +0%
Norges Bank
4
Norges Bank
Norway
$1.27B 29,335,226 +29,335,226 New
State Street
5
State Street
Massachusetts
$898M 20,689,703 -87,850 -0.4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$567M 13,060,120 +5,101,668 +64%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$547M 12,592,458 +1,191,432 +10%
CIM
8
Centersquare Investment Management
Pennsylvania
$390M 8,993,217 -301,880 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$343M 7,924,151 +220,293 +3%
Invesco
10
Invesco
Georgia
$327M 7,535,234 +3,609,925 +92%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$314M 7,231,277 -543,264 -7%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$304M 6,998,102 -111,878 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$301M 6,926,145 -166,649 -2%
Northern Trust
14
Northern Trust
Illinois
$211M 4,853,979 +1,706,037 +54%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$207M 4,757,032 +44,599 +0.9%
Charles Schwab
16
Charles Schwab
California
$190M 4,367,054 +95,022 +2%
UBS AM
17
UBS AM
Illinois
$139M 3,207,420 +120,456 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$137M 3,165,057 -188,814 -6%
PI
19
PGGM Investments
Netherlands
$137M 3,163,812 +228,342 +8%
Prudential Financial
20
Prudential Financial
New Jersey
$130M 2,989,563 +583,126 +24%
Morgan Stanley
21
Morgan Stanley
New York
$114M 2,633,936 -126,078 -5%
Goldman Sachs
22
Goldman Sachs
New York
$111M 2,553,032 +105,633 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$99.2M 2,284,668 -96,736 -4%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M 2,252,717 -202,767 -8%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$93.4M 2,150,487 -115,698 -5%
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