Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22B Sell
36,179,139
-1,092,808
-3% -$40.1M 0.02% 595
2025
Q4
$1.37B Buy
37,271,947
+4,502,487
+14% +$160M 0.02% 552
2025
Q3
$1.22B Buy
32,769,460
+155,173
+0.5% +$6.05M 0.02% 595
2025
Q2
$1.33B Sell
32,614,287
-315,866
-1% -$13.1M 0.03% 529
2025
Q1
$1.49B Sell
32,930,153
-393,121
-1% -$16.8M 0.03% 475
2024
Q4
$1.45B Buy
33,323,274
+772,126
+2% +$34.1M 0.03% 492
2024
Q3
$1.48B Buy
32,551,148
+686,986
+2% +$29.4M 0.03% 487
2024
Q2
$1.31B Sell
31,864,162
-2,905,233
-8% -$112M 0.03% 487
2024
Q1
$1.3B Buy
34,769,395
+93,148
+0.3% +$3.43M 0.03% 507
2023
Q4
$1.33B Buy
34,676,247
+1,787,410
+5% +$62.2M 0.03% 466
2023
Q3
$1.17B Sell
32,888,837
-160,455
-0.5% -$6.4M 0.03% 473
2023
Q2
$1.42B Sell
33,049,292
-1,140,377
-3% -$46.9M 0.04% 424
2023
Q1
$1.4B Sell
34,189,669
-247,358
-0.7% -$10.2M 0.04% 412
2022
Q4
$1.33B Buy
34,437,027
+201,877
+0.6% +$7.97M 0.04% 416
2022
Q3
$1.43B Sell
34,235,150
-626,886
-2% -$28.8M 0.05% 378
2022
Q2
$1.61B Buy
34,862,036
+318,234
+0.9% +$16M 0.05% 348
2022
Q1
$1.98B Sell
34,543,802
-230,018
-0.7% -$13.1M 0.05% 336
2021
Q4
$2.09B Buy
34,773,820
+2,901,453
+9% +$163M 0.05% 346
2021
Q3
$1.69B Sell
31,872,367
-656,786
-2% -$35.1M 0.05% 389
2021
Q2
$1.59B Sell
32,529,153
-94,477
-0.3% -$4.44M 0.04% 416
2021
Q1
$1.43B Buy
32,623,630
+1,386,514
+4% +$57.3M 0.04% 439
2020
Q4
$1.2B Sell
31,237,116
-2,485,186
-7% -$90.7M 0.04% 452
2020
Q3
$1.1B Buy
33,722,302
+356,096
+1% +$12.5M 0.04% 424
2020
Q2
$1.25B Sell
33,366,206
-751,752
-2% -$28.1M 0.05% 362
2020
Q1
$1.25B Sell
34,117,958
-376,404
-1% -$17M 0.06% 294
2019
Q4
$1.61B Buy
34,494,362
+781,473
+2% +$37.5M 0.06% 307
2019
Q3
$1.63B Buy
33,712,889
+1,527,928
+5% +$72M 0.07% 270
2019
Q2
$1.44B Buy
32,184,961
+83,043
+0.3% +$3.74M 0.06% 302
2019
Q1
$1.46B Buy
32,101,918
+1,364,241
+4% +$59.2M 0.07% 279
2018
Q4
$1.22B Buy
30,737,677
+326,833
+1% +$13.2M 0.06% 302
2018
Q3
$1.23B Buy
30,410,844
+559,046
+2% +$21.8M 0.05% 352
2018
Q2
$1.12B Buy
29,851,798
+117,703
+0.4% +$4.26M 0.05% 372
2018
Q1
$1.06B Buy
29,734,095
+389,191
+1% +$13.7M 0.05% 380
2017
Q4
$1.13B Buy
29,344,904
+354,311
+1% +$13.8M 0.05% 353
2017
Q3
$1.1B Sell
28,990,593
-885,313
-3% -$34.3M 0.06% 346
2017
Q2
$1.16B Buy
29,875,906
+720,979
+2% +$27.4M 0.06% 317
2017
Q1
$1.06B Buy
29,154,927
+27,990,211
+2,403% +$1B 0.06% 332
2016
Q4
$42.5M Buy
1,164,716
+130,822
+13% +$4.48M 0.06% 348
2016
Q3
$37.2M Buy
1,033,894
+23,970
+2% +$874K 0.05% 382
2016
Q2
$37.3M Sell
1,009,924
-5,008
-0.5% -$179K 0.06% 373
2016
Q1
$39.1M Buy
1,014,932
+274,621
+37% +$9.82M 0.06% 339
2015
Q4
$27.8M Buy
740,311
+276,252
+60% +$9.91M 0.04% 440
2015
Q3
$16M Buy
464,059
+5,866
+1% +$196K 0.03% 543
2015
Q2
$14.7M Sell
458,193
-17,455
-4% -$573K 0.02% 588
2015
Q1
$16.2M Buy
475,648
+99,334
+26% +$3.27M 0.02% 576
2014
Q4
$11.6M Sell
376,314
-554
-0.1% -$16.6K 0.02% 654
2014
Q3
$10.3M Buy
376,868
+32,579
+9% +$942K 0.02% 681
2014
Q2
$9.86M Buy
344,289
+10,029
+3% +$270K 0.01% 681
2014
Q1
$8.63M Sell
334,260
-3,017
-0.9% -$75.5K 0.01% 701
2013
Q4
$7.88M Buy
337,277
+56,348
+20% +$1.35M 0.01% 720
2013
Q3
$6.66M Buy
280,929
+23,017
+9% +$560K 0.01% 704
2013
Q2
$6.57M Buy
+257,912
New +$6.39M 0.01% 688

Other funds holding UDR