Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,688
Closed -$245K 761
2025
Q4
$245K Sell
6,688
-16,043
-71% -$571K 0.06% 414
2025
Q3
$847K Buy
22,731
+4,853
+27% +$189K 0.25% 121
2025
Q2
$730K Buy
+17,878
New +$740K 0.19% 175
2023
Q4
Sell
-11,264
Closed -$402K 569
2023
Q3
$402K Sell
11,264
-5,587
-33% -$223K 0.28% 119
2023
Q2
$724K Buy
+16,851
New +$693K 0.39% 56
2023
Q1
Sell
-12,635
Closed -$489K 597
2022
Q4
$489K Buy
+12,635
New +$499K 0.34% 102
2022
Q2
Sell
-20,377
Closed -$1.17M 440
2022
Q1
$1.17M Buy
+20,377
New +$1.16M 1.44% 2
2021
Q2
Sell
-30,770
Closed -$1.35M 919
2021
Q1
$1.35M Buy
+30,770
New +$1.27M 0.42% 26

Other funds holding UDR