Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.6K Sell
700
-1,600
-70% -$58.8K ﹤0.01% 5845
2025
Q4
$84.4K Sell
2,300
-800
-26% -$28.5K ﹤0.01% 5137
2025
Q3
$116K Buy
3,100
+3,000
+3,000% +$117K ﹤0.01% 5207
2025
Q2
$4.08K Buy
+100
New +$4.14K ﹤0.01% 7171
2024
Q3
Sell
-2,700
Closed -$111K 7401
2024
Q2
$111K Sell
2,700
-4,600
-63% -$177K ﹤0.01% 3883
2024
Q1
$273K Buy
7,300
+5,900
+421% +$217K ﹤0.01% 3289
2023
Q4
$53.6K Sell
1,400
-1,500
-52% -$52.2K ﹤0.01% 5005
2023
Q3
$103K Sell
2,900
-500
-15% -$19.9K ﹤0.01% 4423
2023
Q2
$146K Buy
3,400
+100
+3% +$4.11K ﹤0.01% 4257
2023
Q1
$135K Buy
+3,300
New +$136K ﹤0.01% 4026
2022
Q2
Sell
-300
Closed -$17K 8558
2022
Q1
$17K Sell
300
-5,800
-95% -$329K ﹤0.01% 6881
2021
Q4
$366K Buy
+6,100
New +$343K ﹤0.01% 4468
2021
Q1
Sell
-1,900
Closed -$73K 8043
2020
Q4
$73K Hold
1,900
﹤0.01% 4783
2020
Q3
$62K Buy
+1,900
New +$66.7K ﹤0.01% 4511
2019
Q4
Sell
-200
Closed -$10K 5650
2019
Q3
$10K Buy
+200
New +$9.42K ﹤0.01% 4604
2014
Q1
Sell
-300
Closed -$7K 5599
2013
Q4
$7K Buy
+300
New +$7.19K ﹤0.01% 4746
2013
Q3
Sell
-2,000
Closed -$51K 5591
2013
Q2
$51K Buy
+2,000
New +$49.6K ﹤0.01% 3414

Other funds holding UDR