Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$192M Buy
5,693,284
+2,344,625
+70% +$86.1M 0.01% 713
2025
Q4
$123M Sell
3,348,659
-415,461
-11% -$14.8M 0.01% 853
2025
Q3
$140M Sell
3,764,120
-395,402
-10% -$15.4M 0.01% 841
2025
Q2
$170M Buy
4,159,522
+1,103,413
+36% +$45.7M 0.01% 733
2025
Q1
$138M Sell
3,056,109
-4,175,168
-58% -$179M 0.01% 794
2024
Q4
$314M Sell
7,231,277
-543,264
-7% -$24M 0.02% 510
2024
Q3
$352M Buy
7,774,541
+368,087
+5% +$15.8M 0.03% 486
2024
Q2
$305M Buy
7,406,454
+4,500,974
+155% +$173M 0.03% 496
2024
Q1
$109M Sell
2,905,480
-2,640,980
-48% -$97.2M 0.01% 903
2023
Q4
$212M Sell
5,546,460
-6,524,415
-54% -$227M 0.02% 595
2023
Q3
$431M Sell
12,070,875
-817,108
-6% -$32.6M 0.05% 347
2023
Q2
$554M Sell
12,887,983
-803,205
-6% -$33M 0.06% 301
2023
Q1
$562M Buy
13,691,188
+3,229,748
+31% +$133M 0.07% 286
2022
Q4
$405M Buy
10,461,440
+3,218,963
+44% +$127M 0.06% 336
2022
Q3
$302M Sell
7,242,477
-817,452
-10% -$37.5M 0.05% 380
2022
Q2
$371M Buy
8,059,929
+1,933,584
+32% +$97.5M 0.06% 345
2022
Q1
$351M Buy
6,126,345
+532,359
+10% +$30.2M 0.05% 398
2021
Q4
$336M Sell
5,593,986
-1,722,397
-24% -$96.9M 0.04% 430
2021
Q3
$388M Sell
7,316,383
-3,240,081
-31% -$173M 0.05% 379
2021
Q2
$517M Sell
10,556,464
-253,056
-2% -$11.9M 0.07% 329
2021
Q1
$474M Sell
10,809,520
-171,804
-2% -$7.11M 0.07% 318
2020
Q4
$422M Buy
10,981,324
+6,152,096
+127% +$224M 0.07% 312
2020
Q3
$156M Buy
4,829,228
+1,324,205
+38% +$46.5M 0.03% 546
2020
Q2
$131M Sell
3,505,023
-60,747
-2% -$2.27M 0.03% 560
2020
Q1
$130M Buy
3,565,770
+2,631,823
+282% +$119M 0.03% 491
2019
Q4
$43.6M Buy
933,947
+124,691
+15% +$5.99M 0.01% 1038
2019
Q3
$39.2M Sell
809,256
-7,654
-0.9% -$360K 0.01% 1083
2019
Q2
$36.4M Buy
816,910
+397,438
+95% +$17.9M 0.01% 1158
2019
Q1
$19.1M Sell
419,472
-215,673
-34% -$9.36M ﹤0.01% 1577
2018
Q4
$25.2M Sell
635,145
-231,521
-27% -$9.35M 0.01% 1306
2018
Q3
$35M Buy
866,666
+518,161
+149% +$20.2M 0.01% 1249
2018
Q2
$13.1M Sell
348,505
-144,072
-29% -$5.21M ﹤0.01% 1928
2018
Q1
$17.5M Sell
492,577
-300,569
-38% -$10.6M ﹤0.01% 1602
2017
Q4
$30.6M Buy
793,146
+340,878
+75% +$13.3M 0.01% 1268
2017
Q3
$17.2M Buy
452,268
+371,406
+459% +$14.4M ﹤0.01% 1615
2017
Q2
$3.15M Sell
80,862
-215,854
-73% -$8.22M ﹤0.01% 2775
2017
Q1
$10.8M Buy
296,716
+18,552
+7% +$663K ﹤0.01% 1880
2016
Q4
$10.1M Sell
278,164
-98,987
-26% -$3.39M ﹤0.01% 1905
2016
Q3
$13.6M Buy
377,151
+133,668
+55% +$4.87M ﹤0.01% 1594
2016
Q2
$8.99M Buy
243,483
+39,211
+19% +$1.4M ﹤0.01% 1911
2016
Q1
$7.87M Sell
204,272
-69,642
-25% -$2.49M ﹤0.01% 1917
2015
Q4
$10.3M Sell
273,914
-743,670
-73% -$26.7M ﹤0.01% 1804
2015
Q3
$35.1M Buy
1,017,584
+469,095
+86% +$15.6M 0.01% 952
2015
Q2
$17.6M Sell
548,489
-107,415
-16% -$3.53M ﹤0.01% 1491
2015
Q1
$22.3M Buy
655,904
+280,449
+75% +$9.22M 0.01% 1356
2014
Q4
$11.6M Sell
375,455
-377,074
-50% -$11.3M ﹤0.01% 1850
2014
Q3
$20.5M Sell
752,529
-928,733
-55% -$26.9M 0.01% 1428
2014
Q2
$48.1M Buy
1,681,262
+1,238,146
+279% +$33.3M 0.01% 868
2014
Q1
$11.4M Buy
443,116
+114,084
+35% +$2.86M ﹤0.01% 1649
2013
Q4
$7.68M Sell
329,032
-255,703
-44% -$6.13M ﹤0.01% 1913
2013
Q3
$13.9M Sell
584,735
-370,067
-39% -$9.01M ﹤0.01% 1545
2013
Q2
$24.3M Buy
+954,802
New +$23.7M 0.01% 1135

Other funds holding UDR