Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$561K Sell
14,057
-31,753
-69% -$1.17M 0.34% 34
2026
Q1
$1.55M Sell
45,810
-47,169
-51% -$1.73M 1.14% 26
2025
Q4
$3.41M Sell
92,979
-460
-0.5% -$16.4K 1.93% 18
2025
Q3
$3.48M Buy
93,439
+1,622
+2% +$63.3K 1.89% 18
2025
Q2
$3.75M Sell
91,817
-319
-0.3% -$13.2K 2.27% 16
2025
Q1
$4.16M Buy
92,136
+1,068
+1% +$45.7K 2.63% 10
2024
Q4
$3.95M Buy
91,068
+4,765
+6% +$211K 2.48% 14
2024
Q3
$3.91K Buy
86,303
+6,319
+8% +$271K 2.51% 14
2024
Q2
$3.29M Buy
79,984
+5,346
+7% +$206K 2.36% 13
2024
Q1
$2.79M Buy
74,638
+15,226
+26% +$560K 2.05% 16
2023
Q4
$2.27M Buy
59,412
+3,230
+6% +$112K 1.73% 23
2023
Q3
$2M Buy
56,182
+2,032
+4% +$81K 1.7% 23
2023
Q2
$2.33M Buy
54,150
+971
+2% +$39.9K 1.77% 21
2023
Q1
$2.18M Buy
53,179
+917
+2% +$37.9K 1.9% 19
2022
Q4
$2.02M Buy
52,262
+1,927
+4% +$76.1K 2.03% 21
2022
Q3
$2.1M Buy
50,335
+522
+1% +$24K 2.09% 17
2022
Q2
$2.29M Sell
49,813
-605
-1% -$30.5K 2.21% 14
2022
Q1
$2.89M Sell
50,418
-94
-0.2% -$5.34K 2.15% 16
2021
Q4
$3.03M Buy
50,512
+815
+2% +$45.9K 2.9% 13
2021
Q3
$2.63M Buy
49,697
+1,122
+2% +$59.9K 2.68% 14
2021
Q2
$2.38M Sell
48,575
-188
-0.4% -$8.84K 2.38% 15
2021
Q1
$2.14M Sell
48,763
-4,817
-9% -$199K 2.35% 16
2020
Q4
$2.06M Buy
+53,580
New +$1.95M 1.93% 20

Other funds holding UDR