Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.39M Buy
189,195
+139,195
+278% +$5.11M 0.09% 134
2025
Q4
$1.83M Buy
+50,000
New +$1.78M 0.02% 222
2024
Q4
Sell
-90,705
Closed -$4.11M 308
2024
Q3
$4.11M Hold
90,705
0.05% 200
2024
Q2
$3.73M Buy
+90,705
New +$3.5M 0.04% 220
2017
Q3
$5.46M Sell
143,730
-5,550
-4% -$215K 0.05% 160
2017
Q2
$5.82M Buy
149,280
+24,480
+20% +$932K 0.05% 163
2017
Q1
$4.52M Sell
124,800
-11,560
-8% -$413K 0.04% 202
2016
Q4
$4.97M Buy
136,360
+22,770
+20% +$780K 0.03% 197
2016
Q3
$4.09M Sell
113,590
-6,250
-5% -$228K 0.03% 205
2016
Q2
$4.42M Sell
119,840
-32,336
-21% -$1.16M 0.03% 201
2016
Q1
$5.86M Sell
152,176
-68,662
-31% -$2.46M 0.03% 179
2015
Q4
$8.29M Sell
220,838
-1,960
-0.9% -$70.3K 0.05% 148
2015
Q3
$7.68M Buy
222,798
+3,187
+1% +$106K 0.04% 164
2015
Q2
$7.03M Sell
219,611
-5,886
-3% -$193K 0.03% 187
2015
Q1
$7.67M Sell
225,497
-16,296
-7% -$536K 0.04% 179
2014
Q4
$7.45M Hold
241,793
0.03% 197
2014
Q3
$6.59M Sell
241,793
-67,756
-22% -$1.96M 0.03% 208
2014
Q2
$8.86M Sell
309,549
-45,427
-13% -$1.22M 0.03% 183
2014
Q1
$9.17M Buy
354,976
+24,427
+7% +$611K 0.04% 182
2013
Q4
$7.72M Sell
330,549
-164,610
-33% -$3.94M 0.03% 170
2013
Q3
$11.7M Sell
495,159
-351
-0.1% -$8.54K 0.06% 146
2013
Q2
$12.6M Buy
+495,510
New +$12.3M 0.07% 137

Other funds holding UDR