Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12K Sell
356
-363
-50% -$13.3K ﹤0.01% 1118
2025
Q4
$26.4K Buy
719
+272
+61% +$9.67K ﹤0.01% 922
2025
Q3
$16.7K Buy
+447
New +$17.4K ﹤0.01% 915
2025
Q2
Sell
-445
Closed -$20.1K 1178
2025
Q1
$20.1K Hold
445
﹤0.01% 761
2024
Q4
$19.3K Buy
445
+6
+1% +$265 ﹤0.01% 802
2024
Q3
$19.9K Hold
439
﹤0.01% 886
2024
Q2
$18.1K Buy
439
+55
+14% +$2.12K ﹤0.01% 873
2024
Q1
$14.4K Buy
384
+163
+74% +$6K ﹤0.01% 948
2023
Q4
$8.46K Sell
221
-102
-32% -$3.55K ﹤0.01% 997
2023
Q3
$11.5K Buy
323
+148
+85% +$5.9K ﹤0.01% 905
2023
Q2
$7.52K Hold
175
﹤0.01% 979
2023
Q1
$7.19K Buy
175
+139
+386% +$5.74K ﹤0.01% 973
2022
Q4
$1.39K Sell
36
-154
-81% -$6.08K ﹤0.01% 1188
2022
Q3
$8K Buy
+190
New +$8.72K ﹤0.01% 914

Other funds holding UDR