Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Hold
0
1682
2023
Q1
Sell
-514,200
Closed -$19.9M 2259
2022
Q4
$19.9M Buy
514,200
+107,300
+26% +$4.24M 0.07% 342
2022
Q3
$17M Buy
+406,900
New +$18.7M 0.08% 304
2022
Q2
Sell
-15,400
Closed -$883K 2415
2022
Q1
$883K Buy
15,400
+9,300
+152% +$528K ﹤0.01% 1418
2021
Q4
$366K Buy
+6,100
New +$343K ﹤0.01% 1620
2020
Q1
Sell
-5,008
Closed -$234K 1898
2019
Q4
$234K Sell
5,008
-26
-0.5% -$1.25K ﹤0.01% 1730
2019
Q3
$244K Sell
5,034
-6,916
-58% -$326K ﹤0.01% 1682
2019
Q2
$536K Sell
11,950
-883
-7% -$39.8K ﹤0.01% 1660
2019
Q1
$584K Sell
12,833
-11,889
-48% -$516K ﹤0.01% 1700
2018
Q4
$980K Sell
24,722
-901
-4% -$36.4K ﹤0.01% 1452
2018
Q3
$1.04M Buy
25,623
+16,977
+196% +$661K ﹤0.01% 1659
2018
Q2
$325K Buy
+8,646
New +$313K ﹤0.01% 1906

Other funds holding UDR