Guggenheim Capital’s UDR UDR Stock Holding History

Guggenheim Capital’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Sell	6,627 -4,304	-39%	-$158K	﹤0.01%	1487
2025 Q4	$401K	Sell	10,931 -439	-4%	-$15.6K	﹤0.01%	1388
2025 Q3	$424K	Sell	11,370 -3,325	-23%	-$130K	﹤0.01%	1254
2025 Q2	$600K	Buy	14,695 +331	+2%	+$13.7K	﹤0.01%	1090
2025 Q1	$649K	Sell	14,364 -2,950	-17%	-$126K	0.01%	1076
2024 Q4	$752K	Sell	17,314 -165,517	-91%	-$7.32M	0.01%	1054
2024 Q3	$8.29M	Buy	182,831 +93,030	+104%	+$3.99M	0.06%	367
2024 Q2	$3.7M	Sell	89,801 -19,317	-18%	-$744K	0.03%	617
2024 Q1	$4.08M	Sell	109,118 -50,427	-32%	-$1.86M	0.03%	628
2023 Q4	$6.11M	Sell	159,545 -1,847	-1%	-$64.3K	0.05%	469
2023 Q3	$5.76M	Sell	161,392 -5,906	-4%	-$235K	0.05%	447
2023 Q2	$7.19M	Sell	167,298 -8,455	-5%	-$348K	0.06%	407
2023 Q1	$7.22M	Sell	175,753 -937	-0.5%	-$38.7K	0.06%	394
2022 Q4	$6.84M	Buy	176,690 +3,064	+2%	+$121K	0.06%	410
2022 Q3	$7.24M	Buy	173,626 +9,518	+6%	+$437K	0.07%	371
2022 Q2	$7.56M	Sell	164,108 -6,198	-4%	-$313K	0.06%	389
2022 Q1	$9.77M	Buy	170,306 +22,943	+16%	+$1.3M	0.06%	402
2021 Q4	$8.84M	Buy	147,363 +21,692	+17%	+$1.22M	0.05%	474
2021 Q3	$6.66M	Sell	125,671 -12,587	-9%	-$672K	0.04%	543
2021 Q2	$6.77M	Sell	138,258 -37,881	-22%	-$1.78M	0.04%	550
2021 Q1	$7.73M	Sell	176,139 -119,315	-40%	-$4.94M	0.05%	451
2020 Q4	$11.4M	Buy	295,454 +188,146	+175%	+$6.86M	0.07%	300
2020 Q3	$3.5M	Sell	107,308 -3,035	-3%	-$107K	0.03%	675
2020 Q2	$4.13M	Buy	110,343 +5,313	+5%	+$198K	0.03%	603
2020 Q1	$3.84M	Sell	105,030 -13,037	-11%	-$590K	0.04%	547
2019 Q4	$5.51M	Buy	118,067 +18,265	+18%	+$877K	0.04%	582
2019 Q3	$4.84M	Buy	99,802 +1,169	+1%	+$55.1K	0.04%	608
2019 Q2	$4.43M	Buy	98,633 +4,709	+5%	+$212K	0.04%	665
2019 Q1	$4.27M	Sell	93,924 -2,471	-3%	-$107K	0.03%	703
2018 Q4	$3.82M	Buy	96,395 +21,232	+28%	+$858K	0.03%	713
2018 Q3	$3.04M	Sell	75,163 -31,104	-29%	-$1.21M	0.02%	1008
2018 Q2	$3.99M	Sell	106,267 -821,657	-89%	-$29.7M	0.03%	856
2018 Q1	$33.1M	Buy	927,924 +84,529	+10%	+$2.98M	0.08%	501
2017 Q4	$32.5M	Sell	843,395 -539,570	-39%	-$21M	0.08%	506
2017 Q3	$52.6M	Buy	1,382,965 +14,961	+1%	+$580K	0.14%	268
2017 Q2	$53.3M	Sell	1,368,004 -79,990	-6%	-$3.05M	0.14%	246
2017 Q1	$52.5M	Buy	1,447,994 +35,982	+3%	+$1.29M	0.14%	241
2016 Q4	$51.5M	Buy	1,412,012 +399,031	+39%	+$13.7M	0.15%	204
2016 Q3	$36.5M	Sell	1,012,981 -43,109	-4%	-$1.57M	0.11%	333
2016 Q2	$39M	Buy	1,056,090 +31,841	+3%	+$1.14M	0.12%	277
2016 Q1	$39.5M	Buy	1,024,249 +567,440	+124%	+$20.3M	0.12%	257
2015 Q4	$17.2M	Buy	456,809 +48,560	+12%	+$1.74M	0.05%	591
2015 Q3	$14.1M	Sell	408,249 -53,754	-12%	-$1.79M	0.04%	634
2015 Q2	$14.8M	Sell	462,003 -60,034	-11%	-$1.97M	0.04%	693
2015 Q1	$17.8M	Buy	522,037 +192,490	+58%	+$6.33M	0.04%	657
2014 Q4	$10.2M	Buy	329,547 +157,170	+91%	+$4.71M	0.03%	829
2014 Q3	$4.7M	Buy	172,377 +10,677	+7%	+$309K	0.01%	1234
2014 Q2	$4.63M	Sell	161,700 -18,813	-10%	-$507K	0.01%	1227
2014 Q1	$4.66M	Buy	180,513 +58,034	+47%	+$1.45M	0.01%	1157
2013 Q4	$2.86M	Sell	122,479 -7,991	-6%	-$191K	0.01%	1472
2013 Q3	$3.09M	Buy	130,470 +10,799	+9%	+$263K	0.01%	1347
2013 Q2	$3.05M	Buy	+119,671	New	+$2.97M	0.01%	1292