Nisa Investment Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
116,629
-11,270
| -9% | -$460K | 0.02% | 422 |
|
|
2025
Q1 | $5.78M | Sell |
127,899
-137,268
| -52% | -$6.2M | 0.03% | 381 |
|
|
2024
Q4 | $11.5M | Buy |
265,167
+35,479
| +15% | +$1.54M | 0.04% | 269 |
|
|
2024
Q3 | $10.4M | Buy |
229,688
+39,389
| +21% | +$1.79M | 0.06% | 274 |
|
|
2024
Q2 | $7.83M | Sell |
190,299
-31,055
| -14% | -$1.28M | 0.05% | 326 |
|
|
2024
Q1 | $8.28M | Buy |
221,354
+63,152
| +40% | +$2.36M | 0.05% | 312 |
|
|
2023
Q4 | $6.06M | Sell |
158,202
-37,255
| -19% | -$1.43M | 0.04% | 360 |
|
|
2023
Q3 | $6.97M | Sell |
195,457
-3,205
| -2% | -$114K | 0.05% | 319 |
|
|
2023
Q2 | $8.53M | Sell |
198,662
-3,322
| -2% | -$143K | 0.06% | 292 |
|
|
2023
Q1 | $8.29M | Buy |
201,984
+5,445
| +3% | +$224K | 0.07% | 293 |
|
|
2022
Q4 | $7.61M | Sell |
196,539
-571
| -0.3% | -$22.1K | 0.06% | 325 |
|
|
2022
Q3 | $8.22M | Buy |
197,110
+12,327
| +7% | +$514K | 0.07% | 275 |
|
|
2022
Q2 | $8.51M | Buy |
184,783
+2,677
| +1% | +$123K | 0.07% | 265 |
|
|
2022
Q1 | $10.4M | Sell |
182,106
-5,092
| -3% | -$292K | 0.07% | 260 |
|
|
2021
Q4 | $10.6M | Sell |
187,198
-25,067
| -12% | -$1.42M | 0.08% | 244 |
|
|
2021
Q3 | $11.2K | Buy |
212,265
+1,365
| +0.6% | +$72 | 0.07% | 262 |
|
|
2021
Q2 | $10.3K | Sell |
210,900
-32,924
| -14% | -$1.61K | 0.06% | 275 |
|
|
2021
Q1 | $10.7K | Sell |
243,824
-12,383
| -5% | -$543 | 0.07% | 265 |
|
|
2020
Q4 | $9.85M | Buy |
256,207
+19,237
| +8% | +$739K | 0.06% | 283 |
|
|
2020
Q3 | $7.73M | Sell |
236,970
-6,587
| -3% | -$215K | 0.06% | 282 |
|
|
2020
Q2 | $9.1M | Buy |
243,557
+24,050
| +11% | +$899K | 0.08% | 226 |
|
|
2020
Q1 | $8.02M | Sell |
219,507
-8,965
| -4% | -$328K | 0.09% | 215 |
|
|
2019
Q4 | $10.7M | Buy |
228,472
+16,965
| +8% | +$792K | 0.09% | 219 |
|
|
2019
Q3 | $10.3M | Buy |
211,507
+45,599
| +27% | +$2.21M | 0.09% | 221 |
|
|
2019
Q2 | $7.45M | Buy |
165,908
+17,768
| +12% | +$798K | 0.07% | 269 |
|
|
2019
Q1 | $6.73M | Buy |
148,140
+16,580
| +13% | +$754K | 0.07% | 291 |
|
|
2018
Q4 | $5.21M | Buy |
131,560
+1,000
| +0.8% | +$39.6K | 0.06% | 310 |
|
|
2018
Q3 | $5.28M | Sell |
130,560
-14,388
| -10% | -$582K | 0.05% | 357 |
|
|
2018
Q2 | $5.44M | Buy |
144,948
+3,897
| +3% | +$146K | 0.06% | 325 |
|
|
2018
Q1 | $4.99M | Buy |
141,051
+46,177
| +49% | +$1.63M | 0.05% | 340 |
|
|
2017
Q4 | $3.66M | Sell |
94,874
-5,061
| -5% | -$195K | 0.04% | 426 |
|
|
2017
Q3 | $3.8M | Buy |
99,935
+6,509
| +7% | +$248K | 0.04% | 400 |
|
|
2017
Q2 | $3.64M | Buy |
93,426
+4,400
| +5% | +$171K | 0.04% | 406 |
|
|
2017
Q1 | $3.23M | Hold |
89,026
| – | – | 0.04% | 444 |
|
|
2016
Q4 | $3.25M | Sell |
89,026
-2,500
| -3% | -$91.2K | 0.04% | 437 |
|
|
2016
Q3 | $3.29M | Sell |
91,526
-100
| -0.1% | -$3.6K | 0.04% | 414 |
|
|
2016
Q2 | $3.38M | Sell |
91,626
-4,900
| -5% | -$181K | 0.05% | 397 |
|
|
2016
Q1 | $3.72M | Sell |
96,526
-55,000
| -36% | -$2.12M | 0.05% | 360 |
|
|
2015
Q4 | $5.69M | Buy |
151,526
+7,100
| +5% | +$267K | 0.08% | 246 |
|
|
2015
Q3 | $4.96M | Buy |
144,426
+45,000
| +45% | +$1.54M | 0.08% | 269 |
|
|
2015
Q2 | $3.19M | Sell |
99,426
-10,900
| -10% | -$349K | 0.05% | 408 |
|
|
2015
Q1 | $3.75M | Buy |
110,326
+14,100
| +15% | +$480K | 0.05% | 367 |
|
|
2014
Q4 | $2.97M | Buy |
96,226
+7,800
| +9% | +$240K | 0.04% | 443 |
|
|
2014
Q3 | $2.41M | Sell |
88,426
-40
| -0% | -$1.09K | 0.03% | 498 |
|
|
2014
Q2 | $2.53M | Buy |
88,466
+17,500
| +25% | +$501K | 0.04% | 495 |
|
|
2014
Q1 | $1.83M | Buy |
70,966
+2,500
| +4% | +$64.6K | 0.03% | 588 |
|
|
2013
Q4 | $1.6M | Buy |
68,466
+20,000
| +41% | +$467K | 0.02% | 622 |
|
|
2013
Q3 | $1.15M | Hold |
48,466
| – | – | 0.02% | 729 |
|
|
2013
Q2 | $1.24M | Buy |
+48,466
| New | +$1.24M | 0.02% | 688 |
|