Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$179K Buy
5,300
+3,000
+130% +$110K ﹤0.01% 4207
2025
Q4
$84.4K Buy
+2,300
New +$81.8K ﹤0.01% 5136
2025
Q3
Sell
-1,900
Closed -$77.6K 9194
2025
Q2
$77.6K Buy
1,900
+800
+73% +$33.1K ﹤0.01% 5199
2025
Q1
$49.7K Sell
1,100
-1,200
-52% -$51.4K ﹤0.01% 5167
2024
Q4
$99.8K Sell
2,300
-500
-18% -$22.1K ﹤0.01% 4525
2024
Q3
$127K Buy
2,800
+900
+47% +$38.6K ﹤0.01% 3983
2024
Q2
$78.2K Sell
1,900
-400
-17% -$15.4K ﹤0.01% 4149
2024
Q1
$86K Buy
2,300
+500
+28% +$18.4K ﹤0.01% 4268
2023
Q4
$68.9K Buy
+1,800
New +$62.6K ﹤0.01% 4798
2023
Q1
Sell
-21,500
Closed -$833K 7996
2022
Q4
$833K Buy
+21,500
New +$849K ﹤0.01% 2593
2022
Q3
Sell
-900
Closed -$41K 8295
2022
Q2
$41K Sell
900
-15,600
-95% -$787K ﹤0.01% 5732
2022
Q1
$947K Buy
16,500
+13,500
+450% +$766K ﹤0.01% 3134
2021
Q4
$180K Buy
+3,000
New +$169K ﹤0.01% 5195
2021
Q3
Sell
-8,100
Closed -$397K 8819
2021
Q2
$397K Buy
8,100
+4,200
+108% +$198K ﹤0.01% 4482
2021
Q1
$171K Buy
3,900
+3,800
+3,800% +$157K ﹤0.01% 5181
2020
Q4
$4K Buy
+100
New +$3.65K ﹤0.01% 6117
2019
Q4
Sell
-2,100
Closed -$102K 5649
2019
Q3
$102K Buy
+2,100
New +$98.9K ﹤0.01% 3542
2017
Q4
Sell
-400
Closed -$15K 5246
2017
Q3
$15K Buy
+400
New +$15.5K ﹤0.01% 4179
2017
Q2
Sell
-500
Closed -$18K 5118
2017
Q1
$18K Sell
500
-21,500
-98% -$769K ﹤0.01% 3919
2016
Q4
$803K Hold
22,000
0.01% 1455
2016
Q3
$792K Buy
+22,000
New +$802K 0.01% 1445
2016
Q2
Sell
-200
Closed -$8K 4966
2016
Q1
$8K Hold
200
﹤0.01% 4095
2015
Q4
$8K Buy
+200
New +$7.18K ﹤0.01% 4262
2014
Q3
Sell
-1,300
Closed -$37K 5480
2014
Q2
$37K Buy
1,300
+1,000
+333% +$26.9K ﹤0.01% 3747
2014
Q1
$8K Hold
300
﹤0.01% 4686
2013
Q4
$7K Hold
300
﹤0.01% 4745
2013
Q3
$7K Sell
300
-200
-40% -$4.87K ﹤0.01% 4636
2013
Q2
$13K Buy
+500
New +$12.4K ﹤0.01% 4325

Other funds holding UDR