Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.78M Buy
112,003
+6,705
+6% +$246K 0.01% 452
2025
Q4
$3.86M Sell
105,298
-28,124
-21% -$1M 0.01% 399
2025
Q3
$4.97M Buy
133,422
+10,602
+9% +$414K 0.01% 374
2025
Q2
$5.01M Buy
122,820
+6,433
+6% +$266K 0.01% 381
2025
Q1
$5.26M Sell
116,387
-490
-0.4% -$21K 0.02% 361
2024
Q4
$5.07M Buy
116,877
+7,420
+7% +$328K 0.02% 391
2024
Q3
$4.96M Sell
109,457
-5,745
-5% -$246K 0.02% 358
2024
Q2
$4.74M Sell
115,202
-21,242
-16% -$819K 0.02% 339
2024
Q1
$5.1M Buy
136,444
+26,175
+24% +$963K 0.02% 384
2023
Q4
$4.22M Buy
110,269
+19,307
+21% +$672K 0.02% 382
2023
Q3
$3.24M Buy
90,962
+16,631
+22% +$663K 0.01% 465
2023
Q2
$3.19M Buy
+74,331
New +$3.06M 0.01% 448
2023
Q1
Sell
-6,253
Closed -$242K 887
2022
Q4
$242K Sell
6,253
-37,263
-86% -$1.47M ﹤0.01% 663
2022
Q3
$1.81M Hold
43,516
0.01% 447
2022
Q2
$2M Buy
+43,516
New +$2.19M 0.01% 538
2018
Q2
Sell
-16,576
Closed -$590K 735
2018
Q1
$590K Buy
16,576
+8,756
+112% +$308K 0.01% 105
2017
Q4
$301K Buy
+7,820
New +$304K 0.01% 541

Other funds holding UDR