Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.96M Buy
57,914
+18,427
+47% +$677K 0.11% 207
2025
Q4
$1.45M Sell
39,487
-680
-2% -$24.2K 0.13% 172
2025
Q3
$1.5M Buy
40,167
+1,523
+4% +$59.4K 0.15% 160
2025
Q2
$1.58M Buy
38,644
+2,746
+8% +$114K 0.17% 136
2025
Q1
$1.62M Sell
35,898
-20,974
-37% -$898K 0.19% 137
2024
Q4
$2.47M Sell
56,872
-1,020
-2% -$45.1K 0.28% 80
2024
Q3
$2.62M Buy
57,892
+21,435
+59% +$919K 0.27% 77
2024
Q2
$1.5M Sell
36,457
-11,124
-23% -$429K 0.17% 143
2024
Q1
$1.78M Buy
47,581
+5,470
+13% +$201K 0.18% 138
2023
Q4
$1.61M Buy
42,111
+525
+1% +$18.3K 0.18% 140
2023
Q3
$1.48M Sell
41,586
-4,042
-9% -$161K 0.19% 132
2023
Q2
$1.96M Sell
45,628
-2,588
-5% -$106K 0.24% 105
2023
Q1
$1.98M Buy
48,216
+3,808
+9% +$157K 0.25% 98
2022
Q4
$1.72M Buy
44,408
+4,196
+10% +$166K 0.22% 99
2022
Q3
$1.68M Sell
40,212
-256
-0.6% -$11.7K 0.24% 92
2022
Q2
$1.86M Sell
40,468
-1,869
-4% -$94.3K 0.25% 88
2022
Q1
$2.43M Sell
42,337
-3,764
-8% -$214K 0.28% 87
2021
Q4
$2.77M Buy
46,101
+5,751
+14% +$324K 0.32% 85
2021
Q3
$2.14M Buy
+40,350
New +$2.16M 0.27% 94
2020
Q2
Sell
-1,927
Closed -$70K 726
2020
Q1
$70K Buy
+1,927
New +$87.2K 0.03% 529
2018
Q1
Sell
-1,578
Closed -$61K 673
2017
Q4
$61K Buy
+1,578
New +$61.4K 0.05% 285

Other funds holding UDR