Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$118M Buy
3,481,105
+3,119,262
+862% +$115M 0.08% 714
2025
Q4
$13.3M Buy
361,843
+190,886
+112% +$6.79M 0.01% 2867
2025
Q3
$6.37M Buy
+170,957
New +$6.67M 0.01% 3931
2025
Q2
Sell
-204,955
Closed -$8.49M 15413
2025
Q1
$9.26M Sell
204,955
-544,453
-73% -$23.3M 0.01% 2966
2024
Q4
$32.5M Buy
+749,408
New +$33.1M 0.03% 1666
2024
Q3
Sell
-2,393,463
Closed -$103M 15451
2024
Q2
$98.5M Buy
2,393,463
+2,258,300
+1,671% +$87M 0.1% 697
2024
Q1
$5.06M Buy
135,163
+117,882
+682% +$4.34M ﹤0.01% 3939
2023
Q4
$662K Sell
17,281
-113,633
-87% -$3.95M ﹤0.01% 7505
2023
Q3
$4.67M Buy
130,914
+120,281
+1,131% +$4.79M 0.01% 3768
2023
Q2
$457K Sell
10,633
-282,723
-96% -$11.6M ﹤0.01% 8144
2023
Q1
$12M Sell
293,356
-688,026
-70% -$28.4M 0.01% 2558
2022
Q4
$38M Sell
981,382
-559,666
-36% -$22.1M 0.04% 1344
2022
Q3
$64.3M Buy
1,541,048
+815,039
+112% +$37.4M 0.08% 864
2022
Q2
$33.4M Buy
726,009
+685,797
+1,705% +$34.6M 0.05% 1381
2022
Q1
$2.31M Sell
40,212
-880,851
-96% -$50M ﹤0.01% 5782
2021
Q4
$55.3M Buy
921,063
+432,751
+89% +$24.3M 0.06% 1093
2021
Q3
$25.9M Buy
488,312
+251,996
+107% +$13.5M 0.03% 1705
2021
Q2
$11.6M Sell
236,316
-112,033
-32% -$5.27M 0.01% 2848
2021
Q1
$15.3M Buy
+348,349
New +$14.4M 0.02% 2342
2020
Q4
Sell
-2,129,209
Closed -$77.7M 11661
2020
Q3
$69.4M Buy
2,129,209
+656,087
+45% +$23M 0.09% 654
2020
Q2
$55.1M Buy
1,473,122
+1,264,569
+606% +$47.2M 0.08% 742
2020
Q1
$7.62M Buy
208,553
+18,434
+10% +$834K 0.01% 2184
2019
Q4
$8.88M Sell
190,119
-1,048,983
-85% -$50.4M 0.01% 2328
2019
Q3
$60.1M Buy
1,239,102
+859,195
+226% +$40.5M 0.08% 655
2019
Q2
$17.1M Sell
379,907
-198,634
-34% -$8.94M 0.02% 1584
2019
Q1
$26.3M Buy
578,541
+467,105
+419% +$20.3M 0.04% 1111
2018
Q4
$4.42M Sell
111,436
-695,407
-86% -$28.1M 0.01% 2961
2018
Q3
$32.6M Buy
806,843
+572,993
+245% +$22.3M 0.04% 1024
2018
Q2
$8.78M Sell
233,850
-881,338
-79% -$31.9M 0.01% 2077
2018
Q1
$39.7M Buy
1,115,188
+1,098,618
+6,630% +$38.7M 0.06% 706
2017
Q4
$638K Sell
16,570
-206,897
-93% -$8.04M ﹤0.01% 5313
2017
Q3
$8.5M Buy
+223,467
New +$8.66M 0.01% 1748
2017
Q2
Sell
-58,809
Closed -$2.13M 8194
2017
Q1
$2.13M Buy
58,809
+21,130
+56% +$755K ﹤0.01% 2998
2016
Q4
$1.38M Sell
37,679
-11,572
-23% -$396K ﹤0.01% 3409
2016
Q3
$1.77M Sell
49,251
-42,285
-46% -$1.54M ﹤0.01% 3111
2016
Q2
$3.38M Sell
91,536
-356,436
-80% -$12.8M 0.01% 2195
2016
Q1
$17.3M Buy
447,972
+365,083
+440% +$13.1M 0.04% 840
2015
Q4
$3.11M Sell
82,889
-24,117
-23% -$865K 0.01% 2287
2015
Q3
$3.69M Sell
107,006
-508,991
-83% -$17M 0.01% 2251
2015
Q2
$19.7M Buy
615,997
+430,923
+233% +$14.2M 0.03% 1019
2015
Q1
$6.3M Sell
185,074
-222,543
-55% -$7.32M 0.01% 1799
2014
Q4
$12.6M Buy
407,617
+68,534
+20% +$2.05M 0.02% 1239
2014
Q3
$9.24M Buy
339,083
+218,372
+181% +$6.32M 0.02% 1433
2014
Q2
$3.46M Sell
120,711
-291,517
-71% -$7.85M 0.01% 2182
2014
Q1
$10.6M Buy
+412,228
New +$10.3M 0.02% 1218
2013
Q3
Sell
-168,055
Closed -$4.28M 6888
2013
Q2
$4.28M Buy
+168,055
New +$4.17M 0.01% 1718

Other funds holding UDR