Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,600
Closed -$242K 13038
2025
Q4
$242K Sell
6,600
-14,600
-69% -$519K ﹤0.01% 9316
2025
Q3
$790K Buy
+21,200
New +$827K ﹤0.01% 6835
2024
Q3
Sell
-65,900
Closed -$2.71M 10422
2024
Q2
$2.71M Sell
65,900
-500
-0.8% -$19.3K ﹤0.01% 3973
2024
Q1
$2.48M Buy
+66,400
New +$2.44M ﹤0.01% 3750
2023
Q1
Sell
-7,700
Closed -$298K 9968
2022
Q4
$298K Sell
7,700
-2,100
-21% -$83K ﹤0.01% 7038
2022
Q3
$409K Buy
9,800
+1,300
+15% +$59.7K ﹤0.01% 7052
2022
Q2
$391K Sell
8,500
-4,300
-34% -$217K ﹤0.01% 7168
2022
Q1
$734K Buy
12,800
+600
+5% +$34.1K ﹤0.01% 6755
2021
Q4
$732K Buy
12,200
+3,600
+42% +$203K ﹤0.01% 6551
2021
Q3
$456K Buy
8,600
+3,400
+65% +$182K ﹤0.01% 7463
2021
Q2
$255K Buy
+5,200
New +$245K ﹤0.01% 8430

Other funds holding UDR