Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.2M | Buy |
894,966
+189,794
| +27% | +$6.97M | 0.01% | 864 |
|
|
2025
Q4 | $25.9M | Buy |
705,172
+108,303
| +18% | +$3.85M | 0.01% | 961 |
|
|
2025
Q3 | $22.2M | Buy |
596,869
+106,893
| +22% | +$4.17M | 0.01% | 1002 |
|
|
2025
Q2 | $20M | Buy |
489,976
+100,837
| +26% | +$4.18M | 0.01% | 956 |
|
|
2025
Q1 | $17.6M | Buy |
389,139
+106,003
| +37% | +$4.54M | 0.01% | 1039 |
|
|
2024
Q4 | $12.3M | Sell |
283,136
-17,370
| -6% | -$768K | 0.01% | 1244 |
|
|
2024
Q3 | $13.6M | Sell |
300,506
-115,477
| -28% | -$4.95M | 0.01% | 1165 |
|
|
2024
Q2 | $17.1M | Sell |
415,983
-627,997
| -60% | -$24.2M | 0.01% | 960 |
|
|
2024
Q1 | $39.1M | Buy |
1,043,980
+671,501
| +180% | +$24.7M | 0.03% | 590 |
|
|
2023
Q4 | $14.3M | Buy |
372,479
+83,020
| +29% | +$2.89M | 0.01% | 1029 |
|
|
2023
Q3 | $10.3M | Buy |
289,459
+19,066
| +7% | +$760K | 0.01% | 1088 |
|
|
2023
Q2 | $11.6M | Sell |
270,393
-8,730
| -3% | -$359K | 0.01% | 1078 |
|
|
2023
Q1 | $11.5M | Sell |
279,123
-11,654
| -4% | -$481K | 0.01% | 1093 |
|
|
2022
Q4 | $11.3M | Sell |
290,777
-1,478
| -0.5% | -$58.4K | 0.01% | 1070 |
|
|
2022
Q3 | $12.2M | Buy |
292,255
+28,484
| +11% | +$1.31M | 0.01% | 1056 |
|
|
2022
Q2 | $12.1M | Sell |
263,771
-401,632
| -60% | -$20.3M | 0.01% | 1061 |
|
|
2022
Q1 | $38.2M | Buy |
665,403
+181,192
| +37% | +$10.3M | 0.02% | 607 |
|
|
2021
Q4 | $29M | Sell |
484,211
-228,345
| -32% | -$12.8M | 0.02% | 823 |
|
|
2021
Q3 | $37.8M | Buy |
712,556
+2,070
| +0.3% | +$111K | 0.02% | 660 |
|
|
2021
Q2 | $34.8M | Buy |
710,486
+35,410
| +5% | +$1.67M | 0.02% | 692 |
|
|
2021
Q1 | $29.6M | Sell |
675,076
-124,455
| -16% | -$5.15M | 0.02% | 738 |
|
|
2020
Q4 | $30.7M | Sell |
799,531
-69,358
| -8% | -$2.53M | 0.02% | 785 |
|
|
2020
Q3 | $28.3M | Buy |
868,889
+470,685
| +118% | +$16.5M | 0.02% | 734 |
|
|
2020
Q2 | $14.9M | Buy |
398,204
+117,332
| +42% | +$4.38M | 0.01% | 1025 |
|
|
2020
Q1 | $10.3M | Sell |
280,872
-151,042
| -35% | -$6.84M | 0.01% | 1141 |
|
|
2019
Q4 | $20.2M | Sell |
431,914
-17,500
| -4% | -$840K | 0.01% | 966 |
|
|
2019
Q3 | $21.8M | Sell |
449,414
-197,700
| -31% | -$9.31M | 0.02% | 862 |
|
|
2019
Q2 | $29M | Buy |
647,114
+125,075
| +24% | +$5.63M | 0.02% | 713 |
|
|
2019
Q1 | $23.7M | Buy |
522,039
+62,906
| +14% | +$2.73M | 0.02% | 736 |
|
|
2018
Q4 | $18.2M | Sell |
459,133
-254
| -0.1% | -$10.3K | 0.02% | 886 |
|
|
2018
Q3 | $18.6M | Buy |
459,387
+37,586
| +9% | +$1.46M | 0.02% | 879 |
|
|
2018
Q2 | $15.8M | Buy |
421,801
+16,854
| +4% | +$610K | 0.01% | 953 |
|
|
2018
Q1 | $14.4M | Buy |
404,947
+131,264
| +48% | +$4.62M | 0.01% | 996 |
|
|
2017
Q4 | $10.5M | Sell |
273,683
-35,353
| -11% | -$1.37M | 0.01% | 1254 |
|
|
2017
Q3 | $11.8M | Buy |
309,036
+56,072
| +22% | +$2.17M | 0.01% | 1123 |
|
|
2017
Q2 | $9.86M | Buy |
252,964
+85,611
| +51% | +$3.26M | 0.01% | 1151 |
|
|
2017
Q1 | $6.07M | Buy |
167,353
+25,525
| +18% | +$913K | 0.01% | 1507 |
|
|
2016
Q4 | $5.17M | Sell |
141,828
-100,342
| -41% | -$3.44M | ﹤0.01% | 1804 |
|
|
2016
Q3 | $8.71M | Buy |
242,170
+152,418
| +170% | +$5.55M | 0.01% | 1188 |
|
|
2016
Q2 | $3.31M | Buy |
89,752
+24,715
| +38% | +$885K | ﹤0.01% | 1943 |
|
|
2016
Q1 | $2.51M | Buy |
65,037
+25,633
| +65% | +$917K | ﹤0.01% | 2234 |
|
|
2015
Q4 | $1.48M | Sell |
39,404
-110,835
| -74% | -$3.98M | ﹤0.01% | 2741 |
|
|
2015
Q3 | $5.18M | Buy |
150,239
+54,809
| +57% | +$1.83M | ﹤0.01% | 1634 |
|
|
2015
Q2 | $3.06M | Buy |
95,430
+6,015
| +7% | +$198K | ﹤0.01% | 2171 |
|
|
2015
Q1 | $3.04M | Buy |
89,415
+55,020
| +160% | +$1.81M | ﹤0.01% | 2132 |
|
|
2014
Q4 | $1.06M | Buy |
34,395
+11,178
| +48% | +$335K | ﹤0.01% | 3070 |
|
|
2014
Q3 | $632K | Sell |
23,217
-91,656
| -80% | -$2.65M | ﹤0.01% | 3362 |
|
|
2014
Q2 | $3.29M | Buy |
114,873
+98,064
| +583% | +$2.64M | ﹤0.01% | 2130 |
|
|
2014
Q1 | $433K | Sell |
16,809
-109,131
| -87% | -$2.73M | ﹤0.01% | 3606 |
|
|
2013
Q4 | $2.94M | Buy |
125,940
+41,067
| +48% | +$984K | ﹤0.01% | 2249 |
|
|
2013
Q3 | $2.01M | Sell |
84,873
-98,379
| -54% | -$2.39M | ﹤0.01% | 2448 |
|
|
2013
Q2 | $4.67M | Buy |
+183,252
| New | +$4.54M | ﹤0.01% | 1695 |
|
Other funds holding UDR
VPM
VCM
CIM