Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36.3M Buy
1,074,984
+164,025
+18% +$6.02M 0.01% 659
2025
Q4
$33.4M Buy
910,959
+163,739
+22% +$5.82M 0.01% 720
2025
Q3
$26.9M Sell
747,220
-107,429
-13% -$4.19M 0.01% 680
2025
Q2
$34.7M Sell
854,649
-345,654
-29% -$14.3M 0.01% 624
2025
Q1
$52.5M Sell
1,200,303
-454,876
-27% -$19.5M 0.02% 535
2024
Q4
$68.2M Buy
1,655,179
+307,823
+23% +$13.6M 0.02% 500
2024
Q3
$59.4M Buy
1,347,356
+302,753
+29% +$13M 0.02% 512
2024
Q2
$42.4M Buy
1,044,603
+547,592
+110% +$21.1M 0.02% 555
2024
Q1
$17.8M Sell
497,011
-113,247
-19% -$4.17M 0.01% 722
2023
Q4
$23.3M Buy
610,258
+78,590
+15% +$2.73M 0.01% 687
2023
Q3
$19.2M Buy
531,668
+35,558
+7% +$1.42M 0.01% 699
2023
Q2
$21.7M Buy
496,110
+18,031
+4% +$742K 0.01% 683
2023
Q1
$19.4M Buy
478,079
+54,008
+13% +$2.23M 0.01% 706
2022
Q4
$17.1M Sell
424,071
-608,490
-59% -$24M 0.01% 742
2022
Q3
$42.4M Buy
1,032,561
+354,136
+52% +$16.2M 0.03% 540
2022
Q2
$29.9M Buy
678,425
+139,378
+26% +$7.03M 0.02% 543
2022
Q1
$31.9M Sell
539,047
-6,857
-1% -$389K 0.02% 561
2021
Q4
$32.2M Sell
545,904
-106,542
-16% -$5.99M 0.02% 565
2021
Q3
$34.6M Buy
652,446
+23,570
+4% +$1.26M 0.02% 535
2021
Q2
$30.8M Buy
+628,876
New +$29.6M 0.02% 569

Other funds holding UDR