Question 1

Which hedge funds and institutional investors hold UDR?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UDR shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UDR whale holdings?

Accepted Answer

Conviction level reflects how significant UDR is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UDR, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UDR?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UDR?

Accepted Answer

QoQ changes for UDR show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital Research	25.6M	$865.7M	0.1%	$644.6B
State Street	21.6M	$728.2M	0.0%	$2896.4B
Balyasny	2.8M	$93.4M	0.1%	$77.1B
Millennium	1.4M	$45.8M	0.0%	$240.3B
Renaissance Tech	1.3M	$42.3M	0.1%	$63.9B
Geode Capital	996.2K	$33.7M	0.0%	$1607.5B
Hudson Bay	789.2K	$26.7M	0.1%	$29.0B
ExodusPoint	637.6K	$21.5M	0.2%	$12.4B
Gotham Asset	606.6K	$20.5M	0.1%	$32.7B
Adage Capital	518.8K	$17.5M	0.0%	$64.8B
BlackRock	424.1K	$14.3M	0.0%	$5723.5B
Wellington	329.8K	$11.1M	0.0%	$535.5B
Point72	266.1K	$9.0M	0.0%	$78.1B
Tudor	186.2K	$6.3M	0.0%	$53.9B
Citadel	163.9K	$5.5M	0.0%	$618.5B
American Century	136.6K	$4.6M	0.0%	$194.3B
DFA	84.9K	$2.9M	0.0%	$481.4B
Arrowstreet	62.7K	$2.1M	0.0%	$184.8B
Fidelity (FMR)	41.4K	$1.4M	0.0%	$1898.4B
Citadel	27.6K	$932K	0.0%	$618.5B
Citadel	17.8K	$601K	0.0%	$618.5B
Bridgewater	15.6K	$526K	0.0%	$22.4B
Invesco	13.1K	$442K	0.0%	$653.3B
DE Shaw	6.5K	$221K	0.0%	$166.3B
Northern Trust	2.2K	$76K	—	$756.6B
Neuberger Berman (Eisman)	172	$6K	—	$131.4B
Franklin Templeton	172	$6K	—	$408.3B
AQR Capital	37	$1K	—	$218.4B

UDR

Who Holds UDR