Heitman Real Estate Securities’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
291,788
-587,458
| -67% | -$24M | 0.84% | 33 |
|
|
2025
Q1 | $39.7M | Buy |
+879,246
| New | +$39.7M | 2.57% | 13 |
|
|
2024
Q4 | – | Sell |
-1,032,305
| Closed | -$46.8M | – | 63 |
|
|
2024
Q3 | $46.8M | Sell |
1,032,305
-653,165
| -39% | -$29.6M | 2.55% | 15 |
|
|
2024
Q2 | $69.4M | Buy |
+1,685,470
| New | +$69.4M | 4.39% | 7 |
|
|
2024
Q1 | – | Sell |
-1,591,847
| Closed | -$61M | – | 61 |
|
|
2023
Q4 | $61M | Buy |
+1,591,847
| New | +$61M | 3.29% | 11 |
|
|
2023
Q1 | – | Sell |
-1,991,172
| Closed | -$77.1M | – | 54 |
|
|
2022
Q4 | $77.1M | Sell |
1,991,172
-26,903
| -1% | -$1.04M | 4.1% | 9 |
|
|
2022
Q3 | $84.2M | Buy |
2,018,075
+655,163
| +48% | +$27.3M | 4.55% | 7 |
|
|
2022
Q2 | $62.7M | Sell |
1,362,912
-443,763
| -25% | -$20.4M | 2.94% | 15 |
|
|
2022
Q1 | $104M | Buy |
1,806,675
+549,106
| +44% | +$31.5M | 4.09% | 9 |
|
|
2021
Q4 | $75.4M | Sell |
1,257,569
-119,601
| -9% | -$7.17M | 3.38% | 12 |
|
|
2021
Q3 | $73M | Buy |
+1,377,170
| New | +$73M | 3.32% | 11 |
|
|
2021
Q1 | – | Sell |
-1,971,615
| Closed | -$75.8M | – | 57 |
|
|
2020
Q4 | $75.8M | Sell |
1,971,615
-119,588
| -6% | -$4.6M | 4.04% | 4 |
|
|
2020
Q3 | $68.2M | Buy |
2,091,203
+832,313
| +66% | +$27.1M | 4.01% | 5 |
|
|
2020
Q2 | $47.1M | Sell |
1,258,890
-81,363
| -6% | -$3.04M | 2.59% | 8 |
|
|
2020
Q1 | $49M | Buy |
+1,340,253
| New | +$49M | 2.78% | 11 |
|
|
2019
Q4 | – | Sell |
-1,269,195
| Closed | -$61.5M | – | 62 |
|
|
2019
Q3 | $61.5M | Buy |
+1,269,195
| New | +$61.5M | 2.89% | 12 |
|
|
2016
Q1 | – | Sell |
-3,585,972
| Closed | -$135M | – | 58 |
|
|
2015
Q4 | $135M | Buy |
3,585,972
+542,132
| +18% | +$20.4M | 3.73% | 7 |
|
|
2015
Q3 | $105M | Buy |
+3,043,840
| New | +$105M | 3.38% | 9 |
|
|
2014
Q3 | – | Sell |
-4,631
| Closed | -$133K | – | 60 |
|
|
2014
Q2 | $133K | Buy |
+4,631
| New | +$133K | 0.01% | 58 |
|
|
2014
Q1 | – | Sell |
-1,239,982
| Closed | -$29M | – | 57 |
|
|
2013
Q4 | $29M | Sell |
1,239,982
-42,450
| -3% | -$991K | 2.03% | 21 |
|
|
2013
Q3 | $30.4M | Sell |
1,282,432
-82,700
| -6% | -$1.96M | 2.05% | 16 |
|
|
2013
Q2 | $34.8M | Buy |
+1,365,132
| New | +$34.8M | 2.22% | 17 |
|