Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$25.7M Buy
759,800
+9,100
+1% +$334K ﹤0.01% 1563
2025
Q4
$27.5M Buy
+750,700
New +$26.7M ﹤0.01% 1336
2024
Q2
Sell
-14,200
Closed -$531K 10215
2024
Q1
$531K Buy
14,200
+2,200
+18% +$80.9K ﹤0.01% 6565
2023
Q4
$459K Buy
+12,000
New +$417K ﹤0.01% 6903
2023
Q1
Sell
-182,100
Closed -$7.05M 9966
2022
Q4
$7.05M Buy
182,100
+91,600
+101% +$3.62M ﹤0.01% 2033
2022
Q3
$3.77M Sell
90,500
-33,600
-27% -$1.54M ﹤0.01% 3073
2022
Q2
$5.71M Sell
124,100
-62,600
-34% -$3.16M ﹤0.01% 2471
2022
Q1
$10.7M Buy
186,700
+107,900
+137% +$6.12M ﹤0.01% 1912
2021
Q4
$4.73M Sell
78,800
-10,800
-12% -$608K ﹤0.01% 2946
2021
Q3
$4.75M Buy
89,600
+82,900
+1,237% +$4.43M ﹤0.01% 2824
2021
Q2
$328K Buy
+6,700
New +$315K ﹤0.01% 7996

Other funds holding UDR