UDR INC COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 14,257,639 | 25,626,709 | +11,369,070 | 0.10 | 0.13 | +0.04 | buy |
| Callodine Capital Management, LP | 190,000 | 833,925 | +643,925 | 0.56 | 1.99 | +1.43 | buy |
| Investure, LLC | 493,909 | 682,339 | +188,430 | 1.01 | 1.13 | +0.12 | buy |
| MANNING & NAPIER ADVISORS LLC | 50,000 | 189,195 | +139,195 | 0.02 | 0.09 | +0.07 | buy |
| Freestone Grove Partners LP | 615,094 | 737,550 | +122,456 | 0.16 | 0.18 | +0.02 | buy |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 456,973 | 518,773 | +61,800 | 0.03 | 0.03 | +0.00 | buy |
| Tredje AP-fonden | 35,746 | 93,701 | +57,955 | 0.01 | 0.02 | +0.01 | buy |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1,332,292 | 1,370,031 | +37,739 | 1.96 | 1.83 | -0.13 | buy |
| Sophron Capital Management L.P. | 353,090 | 385,812 | +32,722 | 4.16 | 3.84 | -0.32 | buy |
| Consolidated Investment Group LLC | 41,000 | 70,100 | +29,100 | 0.18 | 0.26 | +0.08 | buy |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42,531 | 70,581 | +28,050 | 0.01 | 0.01 | -0.00 | buy |
| BI Asset Management Fondsmaeglerselskab A/S | 15,551 | 42,483 | +26,932 | 0.01 | 0.02 | +0.01 | buy |
| Polymer Capital Management (US) LLC | 9,433 | 28,567 | +19,134 | 0.04 | 0.14 | +0.10 | buy |
| NEOS Investment Management LLC | 86,752 | 103,364 | +16,612 | 0.02 | 0.02 | -0.00 | buy |
| MACQUARIE GROUP LTD | 205,312 | 221,432 | +16,120 | 0.03 | 0.04 | +0.01 | buy |
| National Pension Service | 8,133 | 19,628 | +11,495 | 0.00 | 0.00 | +0.00 | buy |
| Gulf International Bank (UK) Ltd | 14,140 | 23,947 | +9,807 | 0.02 | 0.02 | +0.00 | buy |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 69,301 | 78,700 | +9,399 | 0.02 | 0.02 | +0.00 | buy |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 218,910 | 227,336 | +8,426 | 1.19 | 1.12 | -0.07 | buy |
| E. Ohman J:or Asset Management AB | 3,210 | 10,849 | +7,639 | 0.00 | 0.01 | +0.01 | buy |
| Resona Asset Management Co.,Ltd. | 174,164 | 181,665 | +7,501 | 0.03 | 0.03 | -0.00 | buy |
| Holocene Advisors, LP | 105,298 | 112,003 | +6,705 | 0.01 | 0.01 | +0.00 | buy |
| HANTZ FINANCIAL SERVICES, INC. | 9,030 | 14,232 | +5,202 | 0.00 | 0.01 | +0.00 | buy |
| Metis Global Partners, LLC | 127,810 | 132,829 | +5,019 | 0.11 | 0.11 | -0.00 | buy |
| New Age Alpha Advisors, LLC | 50,778 | 55,384 | +4,606 | 0.08 | 0.09 | +0.01 | buy |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 104,285 | 108,651 | +4,366 | 0.03 | 0.03 | -0.00 | buy |
| NORDEA INVESTMENT MANAGEMENT AB | 28,959 | 32,957 | +3,998 | 0.00 | 0.00 | +0.00 | buy |
| Pensionfund DSM Netherlands | 40,105 | 43,605 | +3,500 | 0.97 | 0.85 | -0.12 | buy |
| Inspire Investing, LLC | 39,487 | 42,332 | +2,845 | 0.13 | 0.12 | -0.01 | buy |
| Czech National Bank | 79,302 | 81,906 | +2,604 | 0.02 | 0.02 | -0.00 | buy |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 86,258 | 88,435 | +2,177 | 0.02 | 0.02 | -0.00 | buy |
| Carnegie Investment Counsel | 7,007 | 8,768 | +1,761 | 0.00 | 0.01 | +0.00 | buy |
| Vert Asset Management LLC | 152,948 | 154,165 | +1,217 | 1.87 | 1.65 | -0.21 | buy |
| Investment Management Corp of Ontario | 131,186 | 132,286 | +1,100 | 0.06 | 0.06 | -0.01 | buy |
| Hanson & Doremus Investment Management | 918 | 1,918 | +1,000 | 0.00 | 0.01 | +0.00 | buy |
| PATTON FUND MANAGEMENT, INC. | 6,198 | 6,786 | +588 | 0.03 | 0.04 | +0.01 | buy |
| PACIFIC SUN FINANCIAL CORP | 15,279 | 15,859 | +580 | 0.27 | 0.26 | -0.01 | buy |
| Hummer Financial Advisory Services Inc | 11,182 | 11,722 | +540 | 0.29 | 0.28 | -0.01 | buy |
| Harvest Portfolios Group Inc. | 22,462 | 22,921 | +459 | 0.01 | 0.01 | -0.00 | buy |
| SYON CAPITAL LLC | 6,742 | 6,995 | +253 | 0.01 | 0.01 | -0.00 | buy |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 14,981 | 15,233 | +252 | 0.02 | 0.02 | -0.00 | buy |
| GROUPAMA ASSET MANAGMENT | 9,033 | 9,265 | +232 | 0.00 | 0.00 | -0.00 | buy |
| MUFG SECURITIES AMERICAS INC. | 8,102 | 8,322 | +220 | 0.02 | 0.02 | -0.00 | buy |
| ASR Vermogensbeheer N.V. | 11,670 | 11,871 | +201 | 0.00 | 0.00 | -0.00 | buy |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,822 | 14,987 | +165 | 0.03 | 0.02 | -0.00 | buy |
| HORIZON FINANCIAL SERVICES, LLC | 166 | 330 | +164 | 0.00 | 0.00 | +0.00 | buy |
| ABN AMRO INVESTMENT SOLUTIONS | 10,932 | 11,050 | +118 | 0.01 | 0.00 | -0.00 | buy |
| OSTRUM ASSET MANAGEMENT | 5,766 | 5,851 | +85 | 0.01 | 0.01 | +0.00 | buy |
| TEMA ETFS LLC | 5,381 | 5,409 | +28 | 0.02 | 0.01 | -0.00 | buy |
| Clayton Financial Group LLC | 36 | 54 | +18 | 0.00 | 0.00 | +0.00 | buy |
| Wiser Advisor Group LLC | 1,337 | 1,352 | +15 | 0.06 | 0.06 | -0.00 | buy |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9,610 | 9,624 | +14 | 0.00 | 0.00 | +0.00 | buy |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 6,000 | 6,011 | +11 | 0.15 | 0.13 | -0.02 | buy |
| TRUST CO OF TOLEDO NA /OH/ | 302 | 312 | +10 | 0.00 | 0.00 | -0.00 | buy |
| Quaker Wealth Management, LLC | 14 | 24 | +10 | 0.00 | 0.00 | +0.00 | buy |
| Aspect Partners, LLC | 68 | 70 | +2 | 0.00 | 0.00 | -0.00 | buy |
| Kozak & Associates, Inc. | 61 | 62 | +1 | 0.00 | 0.00 | -0.00 | buy |
| WOLFF WIESE MAGANA LLC | 145 | 144 | -1 | 0.00 | 0.00 | -0.00 | sell |
| Financial Management Professionals, Inc. | 30 | 15 | -15 | 0.00 | 0.00 | -0.00 | sell |
| NVWM, LLC | 50 | 35 | -15 | 0.00 | 0.00 | -0.00 | sell |
| WESTPAC BANKING CORP | 3,829 | 3,793 | -36 | 0.01 | 0.01 | +0.00 | sell |
| CYBER HORNET ETFs LLC | 879 | 827 | -52 | 0.02 | 0.02 | -0.00 | sell |
| SECURIAN ASSET MANAGEMENT, INC | 8,177 | 8,077 | -100 | 0.01 | 0.01 | -0.00 | sell |
| TT Capital Management LLC | 7,000 | 6,900 | -100 | 0.20 | 0.19 | -0.01 | sell |
| Addison Advisors LLC | 1,893 | 1,779 | -114 | 0.02 | 0.01 | -0.00 | sell |
| IRON Financial LLC | 6,479 | 6,343 | -136 | 0.11 | 0.09 | -0.02 | sell |
| Cetera Trust Company, N.A | 5,380 | 5,205 | -175 | 0.11 | 0.10 | -0.01 | sell |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 78,745 | 78,545 | -200 | 0.01 | 0.01 | -0.00 | sell |
| Telos Capital Management, Inc. | 47,421 | 47,215 | -206 | 0.16 | 0.15 | -0.01 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 441 | 197 | -244 | 0.00 | 0.00 | -0.00 | sell |
| Norinchukin Bank, The | 33,595 | 33,165 | -430 | 0.01 | 0.01 | -0.00 | sell |
| GF FUND MANAGEMENT CO. LTD. | 5,221 | 4,758 | -463 | 0.00 | 0.00 | -0.00 | sell |
| Retirement Systems of Alabama | 232,046 | 231,580 | -466 | 0.03 | 0.03 | -0.00 | sell |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9,581 | 9,033 | -548 | 0.00 | 0.00 | -0.00 | sell |
| Heritage Wealth Advisors | 19,913 | 19,288 | -625 | 0.03 | 0.03 | -0.00 | sell |
| BOK Financial Private Wealth, Inc. | 10,610 | 9,891 | -719 | 0.02 | 0.02 | -0.00 | sell |
| B. Metzler seel. Sohn & Co. AG | 7,949 | 7,179 | -770 | 0.00 | 0.00 | -0.00 | sell |
| CARY STREET PARTNERS FINANCIAL LLC | 11,666 | 10,705 | -961 | 0.01 | 0.01 | -0.00 | sell |
| Generali Asset Management SPA SGR | 20,996 | 19,947 | -1,049 | 0.02 | 0.01 | -0.00 | sell |
| Naviter Wealth, LLC | 16,240 | 15,176 | -1,064 | 0.08 | 0.06 | -0.01 | sell |
| One Capital Management, LLC | 7,915 | 6,840 | -1,075 | 0.01 | 0.01 | -0.00 | sell |
| S-Bank Fund Management Ltd | 35,738 | 34,457 | -1,281 | 0.17 | 0.17 | +0.00 | sell |
| GeoWealth Management, LLC | 32,323 | 30,067 | -2,256 | 0.04 | 0.04 | -0.01 | sell |
| UniSuper Management Pty Ltd | 122,664 | 119,302 | -3,362 | 0.03 | 0.03 | -0.00 | sell |
| MIZUHO SECURITIES USA LLC | 21,898 | 18,181 | -3,717 | 0.01 | 0.01 | +0.00 | sell |
| DoubleLine ETF Adviser LP | 19,539 | 15,546 | -3,993 | 0.21 | 0.20 | -0.02 | sell |
| INSPIRE TRUST CO, N.A. | 56,000 | 52,000 | -4,000 | 0.34 | 0.27 | -0.07 | sell |
| APG Asset Management N.V. | 150,797 | 146,372 | -4,425 | 0.01 | 0.01 | +0.00 | sell |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 17,450 | 12,992 | -4,458 | 0.07 | 0.04 | -0.03 | sell |
| OVERSEA-CHINESE BANKING Corp Ltd | 131,313 | 126,720 | -4,593 | 0.13 | 0.13 | -0.01 | sell |
| Bleakley Financial Group, LLC | 46,505 | 39,735 | -6,770 | 0.03 | 0.02 | -0.01 | sell |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 35,350 | 28,350 | -7,000 | 0.27 | 0.19 | -0.09 | sell |
| AVIVA PLC | 230,286 | 220,163 | -10,123 | 0.01 | 0.01 | -0.00 | sell |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 55,756 | 43,266 | -12,490 | 0.01 | 0.01 | -0.00 | sell |
| IFM Investors Pty Ltd | 116,947 | 104,168 | -12,779 | 0.04 | 0.03 | -0.01 | sell |
| Oak Thistle LLC | 113,121 | 99,103 | -14,018 | 0.58 | 0.33 | -0.25 | sell |
| DOVER ADVISORS, LLC | 83,687 | 68,353 | -15,334 | 1.19 | 0.96 | -0.23 | sell |
| Inspire Investing, LLC | 39,487 | 15,582 | -23,905 | 0.13 | 0.11 | -0.02 | sell |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 62,609 | 32,584 | -30,025 | 2.11 | 0.98 | -1.13 | sell |
| Asset Management One Co., Ltd. | 631,651 | 593,863 | -37,788 | 0.06 | 0.06 | -0.01 | sell |