Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.31M Sell
186,743
-9,370
-5% -$344K 0.08% 250
2025
Q4
$7.19M Buy
196,113
+180,335
+1,143% +$6.41M 0.11% 203
2025
Q3
$588K Buy
+15,778
New +$615K 0.01% 1064
2025
Q2
Sell
-154,621
Closed -$6.98M 1778
2025
Q1
$6.98M Buy
154,621
+148,644
+2,487% +$6.36M 0.18% 145
2024
Q4
$259K Sell
5,977
-6,884
-54% -$304K 0.01% 1121
2024
Q3
$583K Sell
12,861
-9,690
-43% -$415K 0.01% 931
2024
Q2
$928K Sell
22,551
-25,322
-53% -$976K 0.02% 746
2024
Q1
$1.79M Buy
+47,873
New +$1.76M 0.03% 547
2023
Q4
Sell
-13,659
Closed -$487K 2010
2023
Q3
$487K Buy
+13,659
New +$544K 0.01% 1042
2023
Q1
Sell
-7,320
Closed -$284K 2506
2022
Q4
$284K Buy
7,320
+1,713
+31% +$67.7K 0.01% 1416
2022
Q3
$234K Buy
+5,607
New +$257K 0.01% 1701
2022
Q2
Sell
-11,396
Closed -$654K 2681
2022
Q1
$654K Buy
+11,396
New +$647K 0.02% 1155
2021
Q2
Sell
-5,272
Closed -$231K 2127
2021
Q1
$231K Sell
5,272
-43,122
-89% -$1.78M 0.01% 1304
2020
Q4
$1.86M Buy
48,394
+11,720
+32% +$428K 0.07% 287
2020
Q3
$1.2M Sell
36,674
-14,970
-29% -$526K 0.07% 376
2020
Q2
$1.93M Buy
+51,644
New +$1.93M 0.13% 206
2019
Q3
Sell
-4,687
Closed -$210K 911
2019
Q2
$210K Sell
4,687
-1,158
-20% -$52.1K 0.02% 606
2019
Q1
$266K Buy
+5,845
New +$254K 0.03% 536

Other funds holding UDR