Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.3K Hold
868
﹤0.01% 5690
2025
Q4
$31.8K Buy
+868
New +$30.9K ﹤0.01% 5966
2024
Q2
Sell
-2,369
Closed -$91.3K 7527
2024
Q1
$88.6K Buy
+2,369
New +$87.2K ﹤0.01% 4250
2023
Q2
Sell
-2,597
Closed -$107K 8243
2023
Q1
$107K Buy
+2,597
New +$107K ﹤0.01% 4264
2022
Q2
Sell
-1,300
Closed -$65.6K 8557
2022
Q1
$75K Sell
1,300
-1,752
-57% -$99.4K ﹤0.01% 5770
2021
Q4
$183K Buy
+3,052
New +$172K ﹤0.01% 5180
2021
Q1
Sell
-100
Closed -$4.14K 8042
2020
Q4
$4K Buy
+100
New +$3.65K ﹤0.01% 6118
2016
Q3
Sell
-100
Closed -$3.64K 4919
2016
Q2
$4K Hold
100
﹤0.01% 4333
2016
Q1
$4K Hold
100
﹤0.01% 4258
2015
Q4
$4K Buy
+100
New +$3.59K ﹤0.01% 4428
2013
Q3
Sell
-1,032
Closed -$25.1K 5590
2013
Q2
$26K Buy
+1,032
New +$25.6K ﹤0.01% 3922

Other funds holding UDR