Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$188K Buy
5,551
+80
+1% +$2.94K 0.01% 1114
2025
Q4
$201K Sell
5,471
-11,110
-67% -$395K 0.01% 1045
2025
Q3
$618K Buy
16,581
+16,274
+5,301% +$635K 0.01% 828
2025
Q2
$15.6K Buy
307
+58
+23% +$2.4K ﹤0.01% 1771
2025
Q1
$11.2K Buy
249
+117
+89% +$5.01K ﹤0.01% 1526
2024
Q4
$5.73K Hold
132
﹤0.01% 1689
2024
Q3
$5.99K Hold
132
﹤0.01% 1641
2024
Q2
$5.43K Buy
+132
New +$5.09K ﹤0.01% 1563
2024
Q1
Sell
-31
Closed -$1.19K 1395
2023
Q4
$1.19K Buy
31
+14
+82% +$487 ﹤0.01% 1110
2023
Q3
$607 Sell
17
-9
-35% -$359 ﹤0.01% 1218
2023
Q2
$1.12K Buy
+26
New +$1.07K ﹤0.01% 1096
2020
Q4
Sell
-530
Closed -$17K 763
2020
Q3
$17K Buy
530
+5
+1% +$176 ﹤0.01% 488
2020
Q2
$20K Hold
525
﹤0.01% 473
2020
Q1
$19K Buy
+525
New +$23.8K ﹤0.01% 465
2018
Q3
Sell
-725
Closed -$27K 732
2018
Q2
$27K Buy
725
+73
+11% +$2.64K 0.01% 275
2018
Q1
$23K Buy
652
+610
+1,452% +$21.5K 0.01% 273
2017
Q4
$1K Hold
42
﹤0.01% 458
2017
Q3
$1K Hold
42
﹤0.01% 457
2017
Q2
$2K Hold
42
﹤0.01% 470
2017
Q1
$1K Hold
42
﹤0.01% 519
2016
Q4
$2K Buy
+42
New +$1.44K ﹤0.01% 491

Other funds holding UDR