Dimensional Fund Advisors’s UDR UDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189M Sell
4,639,195
-82,083
-2% -$3.35M 0.04% 535
2025
Q1
$213M Sell
4,721,278
-35,754
-0.8% -$1.61M 0.05% 433
2024
Q4
$207M Buy
4,757,032
+44,599
+0.9% +$1.94M 0.05% 469
2024
Q3
$214M Sell
4,712,433
-19,996
-0.4% -$907K 0.05% 451
2024
Q2
$195M Buy
4,732,429
+103,384
+2% +$4.25M 0.05% 462
2024
Q1
$173M Buy
4,629,045
+54,259
+1% +$2.03M 0.05% 520
2023
Q4
$175M Sell
4,574,786
-95,994
-2% -$3.68M 0.05% 486
2023
Q3
$167M Buy
4,670,780
+15,035
+0.3% +$536K 0.05% 428
2023
Q2
$200M Sell
4,655,745
-48,650
-1% -$2.09M 0.06% 338
2023
Q1
$193M Buy
4,704,395
+170,856
+4% +$7.02M 0.07% 333
2022
Q4
$176K Sell
4,533,539
-87,651
-2% -$3.4K 0.05% 393
2022
Q3
$193M Sell
4,621,190
-182,435
-4% -$7.61M 0.07% 294
2022
Q2
$221M Sell
4,803,625
-11,482
-0.2% -$529K 0.08% 258
2022
Q1
$276M Buy
4,815,107
+90,948
+2% +$5.22M 0.09% 229
2021
Q4
$283M Buy
4,724,159
+294
+0% +$17.6K 0.09% 221
2021
Q3
$250M Sell
4,723,865
-45,272
-0.9% -$2.4M 0.08% 243
2021
Q2
$234M Sell
4,769,137
-20,974
-0.4% -$1.03M 0.07% 276
2021
Q1
$210M Sell
4,790,111
-53,102
-1% -$2.33M 0.07% 309
2020
Q4
$186M Buy
4,843,213
+44,725
+0.9% +$1.72M 0.07% 309
2020
Q3
$156M Buy
4,798,488
+339,800
+8% +$11.1M 0.07% 294
2020
Q2
$167M Buy
4,458,688
+11,077
+0.2% +$414K 0.07% 251
2020
Q1
$163M Sell
4,447,611
-19,151
-0.4% -$700K 0.08% 186
2019
Q4
$209M Buy
4,466,762
+75,944
+2% +$3.55M 0.08% 231
2019
Q3
$213M Buy
4,390,818
+123,378
+3% +$5.98M 0.08% 210
2019
Q2
$192M Buy
4,267,440
+72,542
+2% +$3.26M 0.07% 240
2019
Q1
$191M Buy
4,194,898
+132,761
+3% +$6.04M 0.08% 232
2018
Q4
$161M Sell
4,062,137
-51,516
-1% -$2.04M 0.07% 248
2018
Q3
$166M Buy
4,113,653
+6,551
+0.2% +$265K 0.06% 310
2018
Q2
$154M Buy
4,107,102
+43,862
+1% +$1.65M 0.06% 354
2018
Q1
$145M Buy
4,063,240
+116,693
+3% +$4.16M 0.06% 376
2017
Q4
$152M Buy
3,946,547
+96,049
+2% +$3.7M 0.06% 348
2017
Q3
$146M Buy
3,850,498
+84,096
+2% +$3.2M 0.06% 351
2017
Q2
$147M Buy
3,766,402
+112,596
+3% +$4.39M 0.07% 310
2017
Q1
$132M Buy
3,653,806
+62,984
+2% +$2.28M 0.06% 357
2016
Q4
$131M Buy
3,590,822
+64,538
+2% +$2.35M 0.07% 340
2016
Q3
$127M Buy
3,526,284
+41,702
+1% +$1.5M 0.07% 316
2016
Q2
$129M Buy
3,484,582
+92,876
+3% +$3.43M 0.07% 272
2016
Q1
$131M Buy
3,391,706
+127,122
+4% +$4.9M 0.08% 254
2015
Q4
$123M Buy
3,264,584
+98,049
+3% +$3.68M 0.08% 260
2015
Q3
$109M Buy
3,166,535
+27,404
+0.9% +$945K 0.07% 299
2015
Q2
$101M Buy
3,139,131
+13,030
+0.4% +$417K 0.06% 369
2015
Q1
$106M Buy
3,126,101
+29,578
+1% +$1.01M 0.07% 328
2014
Q4
$95.4M Buy
3,096,523
+17,946
+0.6% +$553K 0.06% 344
2014
Q3
$83.9M Buy
3,078,577
+57,031
+2% +$1.55M 0.06% 365
2014
Q2
$86.5M Buy
3,021,546
+147,362
+5% +$4.22M 0.06% 373
2014
Q1
$74.2M Buy
2,874,184
+60,194
+2% +$1.55M 0.06% 401
2013
Q4
$65.7M Buy
2,813,990
+151,475
+6% +$3.54M 0.05% 447
2013
Q3
$63.1M Buy
2,662,515
+144,706
+6% +$3.43M 0.05% 407
2013
Q2
$64.2M Buy
+2,517,809
New +$64.2M 0.06% 363