Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$42.6K Sell
1,261
-22
-2% -$808 ﹤0.01% 1695
2025
Q4
$47.1K Sell
1,283
-6
-0.5% -$213 ﹤0.01% 1646
2025
Q3
$48K Sell
1,289
-23
-2% -$897 ﹤0.01% 1668
2025
Q2
$53.6K Sell
1,312
-11
-0.8% -$456 ﹤0.01% 1632
2025
Q1
$59.8K Buy
1,323
+503
+61% +$21.5K ﹤0.01% 1620
2024
Q4
$35.6K Sell
820
-513
-38% -$22.7K ﹤0.01% 1727
2024
Q3
$60.4K Buy
+1,333
New +$57.1K ﹤0.01% 1623
2024
Q1
Sell
-2,030
Closed -$77.7K 2133
2023
Q4
$77.7K Sell
2,030
-2,506
-55% -$87.2K ﹤0.01% 1604
2023
Q3
$162K Sell
4,536
-9
-0.2% -$359 ﹤0.01% 1551
2023
Q2
$195K Sell
4,545
-3,396
-43% -$140K ﹤0.01% 1554
2023
Q1
$326K Sell
7,941
-53
-0.7% -$2.19K ﹤0.01% 1506
2022
Q4
$310K Sell
7,994
-5,930
-43% -$234K ﹤0.01% 1479
2022
Q3
$581K Sell
13,924
-3,758
-21% -$172K ﹤0.01% 1297
2022
Q2
$814K Buy
17,682
+47
+0.3% +$2.37K ﹤0.01% 1217
2022
Q1
$1.01M Sell
17,635
-237
-1% -$13.5K ﹤0.01% 1245
2021
Q4
$1.07M Sell
17,872
-177
-1% -$9.96K ﹤0.01% 1253
2021
Q3
$956K Buy
18,049
+4,662
+35% +$249K ﹤0.01% 1296
2021
Q2
$655K Sell
13,387
-56
-0.4% -$2.63K ﹤0.01% 1449
2021
Q1
$590K Buy
13,443
+10,274
+324% +$425K ﹤0.01% 1528
2020
Q4
$122K Buy
3,169
+6
+0.2% +$219 ﹤0.01% 1732
2020
Q3
$103K Buy
+3,163
New +$111K ﹤0.01% 1729
2020
Q2
Sell
-3,436
Closed -$126K 2380
2020
Q1
$126K Sell
3,436
-2,712
-44% -$123K ﹤0.01% 1624
2019
Q4
$288K Sell
6,148
-4,292
-41% -$206K ﹤0.01% 1542
2019
Q3
$506K Buy
10,440
+7,540
+260% +$355K ﹤0.01% 1452
2019
Q2
$130K Sell
2,900
-100
-3% -$4.5K ﹤0.01% 1586
2019
Q1
$136K Sell
3,000
-3,974
-57% -$173K ﹤0.01% 1587
2018
Q4
$276K Buy
6,974
+3,544
+103% +$143K ﹤0.01% 1513
2018
Q3
$139K Sell
3,430
-853
-20% -$33.2K ﹤0.01% 1639
2018
Q2
$161K Buy
4,283
+832
+24% +$30.1K ﹤0.01% 1560
2018
Q1
$123K Sell
3,451
-6,496
-65% -$229K ﹤0.01% 1576
2017
Q4
$383K Sell
9,947
-961
-9% -$37.4K ﹤0.01% 1425
2017
Q3
$415K Buy
10,908
+4,221
+63% +$164K ﹤0.01% 1399
2017
Q2
$261K Sell
6,687
-626
-9% -$23.8K ﹤0.01% 1492
2017
Q1
$265K Sell
7,313
-156
-2% -$5.58K ﹤0.01% 1456
2016
Q4
$272K Buy
7,469
+586
+9% +$20.1K ﹤0.01% 1454
2016
Q3
$248K Sell
6,883
-9,605
-58% -$350K ﹤0.01% 1441
2016
Q2
$609K Buy
16,488
+3,583
+28% +$128K ﹤0.01% 1223
2016
Q1
$497K Sell
12,905
-149,208
-92% -$5.34M ﹤0.01% 1275
2015
Q4
$6.09M Buy
162,113
+4,185
+3% +$150K 0.02% 527
2015
Q3
$5.45M Sell
157,928
-4,073
-3% -$136K 0.02% 537
2015
Q2
$5.19M Buy
162,001
+2,289
+1% +$75.2K 0.02% 592
2015
Q1
$5.43M Sell
159,712
-12,661
-7% -$416K 0.02% 584
2014
Q4
$5.31M Sell
172,373
-7,059
-4% -$212K 0.02% 589
2014
Q3
$4.89M Buy
179,432
+981
+0.5% +$28.4K 0.02% 641
2014
Q2
$5.11M Sell
178,451
-5,246
-3% -$141K 0.02% 635
2014
Q1
$4.75M Buy
183,697
+24,936
+16% +$624K 0.02% 649
2013
Q4
$3.71M Buy
158,761
+12,724
+9% +$305K 0.01% 708
2013
Q3
$3.46M Sell
146,037
-250
-0.2% -$6.08K 0.01% 716
2013
Q2
$3.73M Buy
+146,287
New +$3.63M 0.01% 665

Other funds holding UDR