Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$140K Buy
4,138
+835
+25% +$30.7K ﹤0.01% 871
2025
Q4
$121K Buy
3,303
+2,913
+747% +$104K ﹤0.01% 865
2025
Q3
$14.5K Sell
390
-328
-46% -$12.8K ﹤0.01% 1229
2025
Q2
$29.3K Buy
718
+340
+90% +$14.1K ﹤0.01% 1030
2025
Q1
$17.1K Buy
378
+306
+425% +$13.1K ﹤0.01% 983
2024
Q4
$3.13K Buy
+72
New +$3.18K ﹤0.01% 1293
2022
Q4
Sell
-84
Closed -$4K 1506
2022
Q3
$4K Hold
84
﹤0.01% 1352
2022
Q2
$4K Buy
+84
New +$4.24K ﹤0.01% 1184
2020
Q2
Sell
-698
Closed -$26K 1194
2020
Q1
$26K Buy
698
+17
+2% +$769 ﹤0.01% 599
2019
Q4
$32K Sell
681
-4,227
-86% -$203K ﹤0.01% 734
2019
Q3
$238K Buy
4,908
+4,240
+635% +$200K ﹤0.01% 395
2019
Q2
$30K Buy
668
+7
+1% +$315 ﹤0.01% 678
2019
Q1
$30K Buy
+661
New +$28.7K ﹤0.01% 667

Other funds holding UDR