Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$119K Sell
3,524
-1,959
-36% -$71.9K 0.02% 448
2025
Q4
$201K Buy
5,483
+242
+5% +$8.61K 0.03% 275
2025
Q3
$195K Buy
+5,241
New +$204K 0.04% 360
2025
Q2
Sell
-480
Closed -$21.7K 2068
2025
Q1
$21.7K Sell
480
-2,227
-82% -$95.4K ﹤0.01% 1090
2024
Q4
$118K Sell
2,707
-7,716
-74% -$341K 0.02% 387
2024
Q3
$473K Buy
10,423
+9,403
+922% +$403K 0.12% 167
2024
Q2
$42K Sell
1,020
-560
-35% -$21.6K 0.01% 752
2024
Q1
$59.1K Buy
1,580
+843
+114% +$31K 0.01% 394
2023
Q4
$28.2K Sell
737
-280
-28% -$9.74K ﹤0.01% 578
2023
Q3
$36.3K Buy
+1,017
New +$40.5K 0.01% 431
2023
Q1
Sell
-282
Closed -$10.9K 1303
2022
Q4
$10.9K Buy
+282
New +$11.1K ﹤0.01% 593

Other funds holding UDR