Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,391
Closed -$228K 1948
2023
Q3
$228K Buy
+6,391
New +$255K 0.02% 1229
2021
Q4
Sell
-7,180
Closed -$380K 1814
2021
Q3
$380K Buy
+7,180
New +$384K 0.04% 868
2020
Q1
Sell
-6,400
Closed -$299K 1573
2019
Q4
$299K Sell
6,400
-33,483
-84% -$1.61M 0.03% 1031
2019
Q3
$1.93M Buy
39,883
+26,371
+195% +$1.24M 0.26% 19
2019
Q2
$607K Sell
13,512
-26,787
-66% -$1.21M 0.07% 542
2019
Q1
$1.83M Buy
40,299
+24,363
+153% +$1.06M 0.19% 79
2018
Q4
$631K Buy
+15,936
New +$644K 0.07% 434
2017
Q4
Sell
-13,749
Closed -$523K 1818
2017
Q3
$523K Buy
+13,749
New +$533K 0.04% 943
2016
Q3
Sell
-31,760
Closed -$1.17M 1979
2016
Q2
$1.17M Buy
+31,760
New +$1.14M 0.06% 535
2016
Q1
Sell
-51,900
Closed -$1.95M 1926
2015
Q4
$1.95M Buy
51,900
+35,370
+214% +$1.27M 0.1% 269
2015
Q3
$570K Buy
+16,530
New +$551K 0.03% 1051
2015
Q2
Sell
-6,130
Closed -$209K 2191
2015
Q1
$209K Sell
6,130
-32,000
-84% -$1.05M 0.01% 1909
2014
Q4
$1.18M Sell
38,130
-25,245
-40% -$757K 0.08% 373
2014
Q3
$1.73M Sell
63,375
-32,988
-34% -$954K 0.09% 239
2014
Q2
$2.76M Buy
96,363
+59,879
+164% +$1.61M 0.12% 152
2014
Q1
$942K Buy
36,484
+24,995
+218% +$626K 0.07% 364
2013
Q4
$268K Buy
+11,489
New +$275K 0.02% 1283

Other funds holding UDR