Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-104,482
Closed -$4.27M 3706
2025
Q2
$4.27M Buy
+104,482
New +$4.33M 0.02% 602
2024
Q4
Sell
-61,501
Closed -$2.79M 3278
2024
Q3
$2.79M Sell
61,501
-18,785
-23% -$805K 0.01% 737
2024
Q2
$3.3M Buy
80,286
+12,321
+18% +$475K 0.02% 534
2024
Q1
$2.54M Buy
67,965
+62,084
+1,056% +$2.28M 0.02% 482
2023
Q4
$225K Sell
5,881
-65,971
-92% -$2.29M ﹤0.01% 1746
2023
Q3
$2.56M Buy
71,852
+17,194
+31% +$685K 0.03% 522
2023
Q2
$2.35M Buy
+54,658
New +$2.25M 0.02% 549
2022
Q2
Sell
-71,560
Closed -$4.11M 3758
2022
Q1
$4.11M Buy
+71,560
New +$4.06M 0.03% 345
2021
Q4
Sell
-188,369
Closed -$9.98M 4102
2021
Q3
$9.98M Buy
188,369
+162,751
+635% +$8.69M 0.06% 157
2021
Q2
$1.25M Sell
25,618
-125,686
-83% -$5.91M 0.01% 884
2021
Q1
$6.64M Buy
+151,304
New +$6.26M 0.07% 212
2020
Q4
Sell
-25,200
Closed -$821K 2489
2020
Q3
$821K Buy
+25,200
New +$885K 0.02% 667
2015
Q3
Sell
-8,722
Closed -$279K 181
2015
Q2
$279K Buy
+8,722
New +$286K 0.13% 97

Other funds holding UDR