Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.48M Buy
43,705
+24,886
+132% +$914K 0.03% 312
2025
Q4
$690K Sell
18,819
-3,195
-15% -$114K 0.01% 430
2025
Q3
$820K Sell
22,014
-303
-1% -$11.8K 0.02% 409
2025
Q2
$911K Buy
22,317
+1,086
+5% +$45K 0.02% 328
2025
Q1
$959K Sell
21,231
-2,933
-12% -$126K 0.06% 184
2024
Q4
$1.05M Sell
24,164
-167
-0.7% -$7.38K 0.06% 186
2024
Q3
$1.1M Sell
24,331
-3,517
-13% -$151K 0.06% 188
2024
Q2
$1.15M Sell
27,848
-666
-2% -$25.7K 0.07% 185
2024
Q1
$1.07M Sell
28,514
-1,359
-5% -$50K 0.09% 169
2023
Q4
$1.14M Sell
29,873
-768
-3% -$26.7K 0.11% 166
2023
Q3
$1.09M Sell
30,641
-1,770
-5% -$70.5K 0.11% 164
2023
Q2
$1.39M Sell
32,411
-3,175
-9% -$131K 0.14% 140
2023
Q1
$1.46M Sell
35,586
-1,352
-4% -$55.9K 0.15% 123
2022
Q4
$1.43M Sell
36,938
-4,401
-11% -$174K 0.15% 123
2022
Q3
$1.72M Sell
41,339
-3,630
-8% -$167K 0.2% 104
2022
Q2
$2.07M Sell
44,969
-1,315
-3% -$66.3K 0.21% 101
2022
Q1
$2.65M Sell
46,284
-6,299
-12% -$358K 0.23% 98
2021
Q4
$3.15M Sell
52,583
-3,694
-7% -$208K 0.27% 89
2021
Q3
$2.98M Sell
56,277
-1,547
-3% -$82.6K 0.28% 91
2021
Q2
$2.83M Sell
57,824
-251
-0.4% -$11.8K 0.27% 89
2021
Q1
$2.55M Sell
58,075
-6,366
-10% -$263K 0.26% 88
2020
Q4
$2.48M Sell
64,441
-1,143
-2% -$41.7K 0.26% 89
2020
Q3
$2.14M Sell
65,584
-1,948
-3% -$68.4K 0.25% 88
2020
Q2
$2.52M Sell
67,532
-963
-1% -$36K 0.31% 81
2020
Q1
$2.5M Buy
68,495
+106
+0.2% +$4.8K 0.37% 73
2019
Q4
$3.19M Sell
68,389
-347
-0.5% -$16.7K 0.41% 77
2019
Q3
$3.33M Sell
68,736
-1,108
-2% -$52.2K 0.45% 64
2019
Q2
$3.13M Buy
+69,844
New +$3.15M 0.42% 70
2015
Q2
Sell
-6,251
Closed -$213K 127
2015
Q1
$213K Buy
+6,251
New +$206K 0.1% 121
2014
Q2
Sell
-572
Closed -$14K 220
2014
Q1
$14K Buy
+572
New +$14.3K 0.01% 185

Other funds holding UDR