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UDR - UDR Inc Stock Price, Fair Value and News
35.28
USD
-0.57
(-1.59%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold UDR recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-15
ATLAS CAPITAL ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
EXCHANGE TRADED CONCEPTS, LLC
ADDED
Premium
Premium
Premium
Premium
5,996
2024-04-15
Brookstone Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
36,640
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
6,235
2024-04-15
Hazelview Securities Inc.
REDUCED
Premium
Premium
Premium
Premium
2,230
2024-04-15
Manning & Napier Group, LLC
ADDED
Premium
Premium
Premium
Premium
89,834
2024-04-15
Vert Asset Management LLC
ADDED
Premium
Premium
Premium
Premium
129,935
2024-04-15
KINGSWOOD WEALTH ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
17,881
2024-04-15
WEST PACES ADVISORS INC.
UNCHANGED
Premium
Premium
Premium
Premium
10.00
2024-04-12
GATEWAY INVESTMENT ADVISERS LLC
REDUCED
Premium
Premium
Premium
Premium
205,133
2024-04-12
AdvisorNet Financial, Inc
REDUCED
Premium
Premium
Premium
Premium
63.00
2024-04-12
DNB Asset Management AS
REDUCED
Premium
Premium
Premium
Premium
43,853
2024-04-12
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC
UNCHANGED
Premium
Premium
Premium
Premium
19,290
2024-04-11
Gulf International Bank (UK) Ltd
UNCHANGED
Premium
Premium
Premium
Premium
25,920
2024-04-11
Aurora Investment Managers, LLC.
ADDED
Premium
Premium
Premium
Premium
74,638
2024-04-11
Hummer Financial Advisory Services Inc
ADDED
Premium
Premium
Premium
Premium
12,057
2024-04-11
Opal Wealth Advisors, LLC
NEW
Premium
Premium
Premium
Premium
157
2024-04-11
Fortitude Family Office, LLC
REDUCED
Premium
Premium
Premium
Premium
45.00
2024-04-11
SALEM INVESTMENT COUNSELORS INC
NEW
Premium
Premium
Premium
Premium
49.00
2024-04-10
Perpetual Ltd
REDUCED
Premium
Premium
Premium
Premium
50,460
2024-04-10
CVA Family Office, LLC
REDUCED
Premium
Premium
Premium
Premium
460
2024-04-10
Bank of New Hampshire
UNCHANGED
Premium
Premium
Premium
Premium
611
2024-04-10
Czech National Bank
ADDED
Premium
Premium
Premium
Premium
53,245
2024-04-10
Bruce G. Allen Investments, LLC
UNCHANGED
Premium
Premium
Premium
Premium
111
2024-04-09
MASSMUTUAL TRUST CO FSB/ADV
ADDED
Premium
Premium
Premium
Premium
348
Rows per page:
10
25
50
All
1–25 of 572
Which funds are the top buyers of UDR?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
50,829,700
1,946,270,000
0.04%
BlackRock Inc.
34,676,200
1,327,750,000
0.03%
NORGES BANK
27,826,600
1,065,480,000
0.19%
COHEN & STEERS, INC.
26,775,600
1,025,350,000
2.08%
STATE STREET CORP
22,513,100
862,025,000
0.04%
Invesco Ltd.
11,772,100
450,755,000
0.11%
FMR LLC
9,547,380
365,569,000
0.03%
CENTERSQUARE INVESTMENT MANAGEMENT LLC
8,117,180
310,807,000
3.47%
WELLINGTON MANAGEMENT GROUP LLP
7,350,720
281,459,000
0.05%
GEODE CAPITAL MANAGEMENT, LLC
7,339,530
280,346,000
0.03%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in UDR?
Fund Name
$ Value
% Port.
Nekton Capital Ltd.
45,583,700
10.47%
Ranger Global Real Estate Advisors, LLC
34,221,100
7.02%
HGI Capital Management, LLC
4,517,910
5.14%
NexWave Capital Partners LLC
1,908,000
4.42%
Presima Securities ULC
18,255,700
4.11%
DOVER ADVISORS, LLC
2,956,450
3.89%
Corsicana & Co.
4,618,000
3.89%
AEW CAPITAL MANAGEMENT L P
99,623,300
3.63%
CENTERSQUARE INVESTMENT MANAGEMENT LLC
310,807,000
3.47%
Heitman Real Estate Securities LLC
60,951,800
3.29%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold UDR
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
1,065,480,000
Balyasny Asset Management L.P.
79,896,700
Heitman Real Estate Securities LLC
60,951,800
Soroban Capital Partners LP
47,824,000
Waterfront Capital Partners, LLC
35,006,600
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
33,677,900
MARSHALL WACE, LLP
22,791,400
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
21,858,300
Additions
Fund Name
% Increased
ING GROEP NV
130,880
Psagot Value Holdings Ltd. / (Israel)
1,137
Sutton Wealth Advisors Inc.
956
CIBC WORLD MARKETS CORP
737
NN Investment Partners Holdings N.V.
442
VICTORY CAPITAL MANAGEMENT INC
306
Tower Research Capital LLC (TRC)
285
Lenox Wealth Advisors, LLC
242
Reductions
Fund Name
% Reduced
Verition Fund Management LLC
-96.5
Squarepoint Ops LLC
-92.64
Greenland Capital Management LP
-92.5
HRT FINANCIAL LP
-91.82
UBS Group AG
-90.3
Meiji Yasuda Asset Management Co Ltd.
-88.35
Hazelview Securities Inc.
-86.98
CITADEL ADVISORS LLC
-86.8
Sold off
Fund Name
$ Sold
Alyeska Investment Group, L.P.
-34,952,600
ADAGE CAPITAL PARTNERS GP, L.L.C.
-26,266,900
ADAGE CAPITAL PARTNERS GP, L.L.C.
-26,266,900
Lighthouse Investment Partners, LLC
-19,083,400
Point72 Asset Management, L.P.
-14,269,100
Cubist Systematic Strategies, LLC
-9,173,400
CARLSON CAPITAL L P
-3,847,440
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-2,782,260