Guggenheim Capital’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
14,695
+331
| +2% | +$13.5K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $649K | Sell |
14,364
-2,950
| -17% | -$133K | 0.01% | 1074 |
|
|
2024
Q4 | $752K | Sell |
17,314
-165,517
| -91% | -$7.19M | 0.01% | 1052 |
|
|
2024
Q3 | $8.29M | Buy |
182,831
+93,030
| +104% | +$4.22M | 0.06% | 365 |
|
|
2024
Q2 | $3.7M | Sell |
89,801
-19,317
| -18% | -$795K | 0.03% | 615 |
|
|
2024
Q1 | $4.08M | Sell |
109,118
-50,427
| -32% | -$1.89M | 0.03% | 626 |
|
|
2023
Q4 | $6.11M | Sell |
159,545
-1,847
| -1% | -$70.7K | 0.05% | 467 |
|
|
2023
Q3 | $5.76M | Sell |
161,392
-5,906
| -4% | -$211K | 0.05% | 445 |
|
|
2023
Q2 | $7.19M | Sell |
167,298
-8,455
| -5% | -$363K | 0.06% | 405 |
|
|
2023
Q1 | $7.22M | Sell |
175,753
-937
| -0.5% | -$38.5K | 0.06% | 392 |
|
|
2022
Q4 | $6.84M | Buy |
176,690
+3,064
| +2% | +$119K | 0.06% | 408 |
|
|
2022
Q3 | $7.24M | Buy |
173,626
+9,518
| +6% | +$397K | 0.07% | 369 |
|
|
2022
Q2 | $7.56M | Sell |
164,108
-6,198
| -4% | -$285K | 0.06% | 387 |
|
|
2022
Q1 | $9.77M | Buy |
170,306
+22,943
| +16% | +$1.32M | 0.06% | 400 |
|
|
2021
Q4 | $8.84M | Buy |
147,363
+21,692
| +17% | +$1.3M | 0.05% | 472 |
|
|
2021
Q3 | $6.66M | Sell |
125,671
-12,587
| -9% | -$667K | 0.04% | 541 |
|
|
2021
Q2 | $6.77M | Sell |
138,258
-37,881
| -22% | -$1.86M | 0.04% | 548 |
|
|
2021
Q1 | $7.73M | Sell |
176,139
-119,315
| -40% | -$5.23M | 0.05% | 449 |
|
|
2020
Q4 | $11.4M | Buy |
295,454
+188,146
| +175% | +$7.23M | 0.07% | 298 |
|
|
2020
Q3 | $3.5M | Sell |
107,308
-3,035
| -3% | -$99K | 0.03% | 673 |
|
|
2020
Q2 | $4.13M | Buy |
110,343
+5,313
| +5% | +$199K | 0.03% | 601 |
|
|
2020
Q1 | $3.84M | Sell |
105,030
-13,037
| -11% | -$476K | 0.04% | 545 |
|
|
2019
Q4 | $5.51M | Buy |
118,067
+18,265
| +18% | +$853K | 0.04% | 580 |
|
|
2019
Q3 | $4.84M | Buy |
99,802
+1,169
| +1% | +$56.7K | 0.04% | 608 |
|
|
2019
Q2 | $4.43M | Buy |
98,633
+4,709
| +5% | +$211K | 0.04% | 665 |
|
|
2019
Q1 | $4.27M | Sell |
93,924
-2,471
| -3% | -$112K | 0.03% | 703 |
|
|
2018
Q4 | $3.82M | Buy |
96,395
+21,232
| +28% | +$841K | 0.03% | 711 |
|
|
2018
Q3 | $3.04M | Sell |
75,163
-31,104
| -29% | -$1.26M | 0.02% | 1006 |
|
|
2018
Q2 | $3.99M | Sell |
106,267
-821,657
| -89% | -$30.8M | 0.03% | 854 |
|
|
2018
Q1 | $33.1M | Buy |
927,924
+84,529
| +10% | +$3.01M | 0.08% | 500 |
|
|
2017
Q4 | $32.5M | Sell |
843,395
-539,570
| -39% | -$20.8M | 0.08% | 506 |
|
|
2017
Q3 | $52.6M | Buy |
1,382,965
+14,961
| +1% | +$569K | 0.12% | 266 |
|
|
2017
Q2 | $53.3M | Sell |
1,368,004
-79,990
| -6% | -$3.12M | 0.14% | 246 |
|
|
2017
Q1 | $52.5M | Buy |
1,447,994
+35,982
| +3% | +$1.3M | 0.14% | 241 |
|
|
2016
Q4 | $51.5M | Buy |
1,412,012
+399,031
| +39% | +$14.6M | 0.15% | 204 |
|
|
2016
Q3 | $36.5M | Sell |
1,012,981
-43,109
| -4% | -$1.55M | 0.11% | 333 |
|
|
2016
Q2 | $39M | Buy |
1,056,090
+31,841
| +3% | +$1.18M | 0.12% | 277 |
|
|
2016
Q1 | $39.5M | Buy |
1,024,249
+567,440
| +124% | +$21.9M | 0.12% | 257 |
|
|
2015
Q4 | $17.2M | Buy |
456,809
+48,560
| +12% | +$1.82M | 0.05% | 591 |
|
|
2015
Q3 | $14.1M | Sell |
408,249
-53,754
| -12% | -$1.85M | 0.04% | 633 |
|
|
2015
Q2 | $14.8M | Sell |
462,003
-60,034
| -11% | -$1.92M | 0.04% | 691 |
|
|
2015
Q1 | $17.8M | Buy |
522,037
+192,490
| +58% | +$6.55M | 0.04% | 655 |
|
|
2014
Q4 | $10.2M | Buy |
329,547
+157,170
| +91% | +$4.84M | 0.03% | 829 |
|
|
2014
Q3 | $4.7M | Buy |
172,377
+10,677
| +7% | +$291K | 0.01% | 1218 |
|
|
2014
Q2 | $4.63M | Sell |
161,700
-18,813
| -10% | -$539K | 0.01% | 1210 |
|
|
2014
Q1 | $4.66M | Buy |
180,513
+58,034
| +47% | +$1.5M | 0.01% | 1152 |
|
|
2013
Q4 | $2.86M | Sell |
122,479
-7,991
| -6% | -$187K | 0.01% | 1448 |
|
|
2013
Q3 | $3.09M | Buy |
130,470
+10,799
| +9% | +$256K | 0.01% | 1318 |
|
|
2013
Q2 | $3.05M | Buy |
+119,671
| New | +$3.05M | 0.01% | 1277 |
|