Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.38M Sell
30,369
-4,055
-12% -$174K ﹤0.01% 2476
2024
Q2
$1.42M Sell
34,424
-74,133
-68% -$2.86M ﹤0.01% 2378
2024
Q1
$4.06M Buy
108,557
+26,276
+32% +$967K ﹤0.01% 1733
2023
Q4
$3.15M Buy
82,281
+9,842
+14% +$342K ﹤0.01% 1824
2023
Q3
$2.58M Sell
72,439
-18,074
-20% -$720K ﹤0.01% 1855
2023
Q2
$3.89M Sell
90,513
-1,613
-2% -$66.4K ﹤0.01% 1648
2023
Q1
$3.78M Buy
92,126
+14,791
+19% +$611K ﹤0.01% 1657
2022
Q4
$3M Sell
77,335
-225
-0.3% -$8.89K ﹤0.01% 1746
2022
Q3
$3.23M Sell
77,560
-6,344
-8% -$291K ﹤0.01% 1667
2022
Q2
$3.86M Buy
83,904
+3,175
+4% +$160K ﹤0.01% 1574
2022
Q1
$4.63M Sell
80,729
-6,134
-7% -$348K ﹤0.01% 1563
2021
Q4
$5.21M Buy
86,863
+53,694
+162% +$3.02M ﹤0.01% 1525
2021
Q3
$1.76M Sell
33,169
-788
-2% -$42.1K ﹤0.01% 2196
2021
Q2
$1.66M Buy
33,957
+7,094
+26% +$334K ﹤0.01% 2227
2021
Q1
$1.18M Buy
26,863
+830
+3% +$34.3K ﹤0.01% 2396
2020
Q4
$1M Buy
26,033
+2,788
+12% +$102K ﹤0.01% 2348
2020
Q3
$758K Sell
23,245
-715
-3% -$25.1K ﹤0.01% 2346
2020
Q2
$896K Sell
23,960
-332
-1% -$12.4K ﹤0.01% 2234
2020
Q1
$888K Sell
24,292
-4,654
-16% -$211K ﹤0.01% 2063
2019
Q4
$1.35M Buy
28,946
+1,283
+5% +$61.6K ﹤0.01% 2081
2019
Q3
$1.34M Buy
27,663
+230
+0.8% +$10.8K ﹤0.01% 2009
2019
Q2
$1.23M Sell
27,433
-982
-3% -$44.2K ﹤0.01% 2097
2019
Q1
$1.29M Buy
28,415
+1,010
+4% +$43.8K ﹤0.01% 2045
2018
Q4
$1.09M Buy
27,405
+1,000
+4% +$40.4K ﹤0.01% 2039
2018
Q3
$1.07M Buy
26,405
+1,086
+4% +$42.3K ﹤0.01% 2217
2018
Q2
$950K Buy
25,319
+535
+2% +$19.4K ﹤0.01% 2251
2018
Q1
$883K Sell
24,784
-2,324
-9% -$81.9K ﹤0.01% 2222
2017
Q4
$1.04M Sell
27,108
-8,262
-23% -$321K ﹤0.01% 2107
2017
Q3
$1.34M Buy
35,370
+4,724
+15% +$183K ﹤0.01% 1912
2017
Q2
$1.19M Buy
30,646
+5,577
+22% +$212K ﹤0.01% 1906
2017
Q1
$909K Sell
25,069
-200
-0.8% -$7.15K ﹤0.01% 2027
2016
Q4
$922K Buy
25,269
+136
+0.5% +$4.66K ﹤0.01% 1965
2016
Q3
$905K Buy
+25,133
New +$916K ﹤0.01% 1948
2016
Q2
Sell
-5,682
Closed -$219K 3095
2016
Q1
$219K Buy
+5,682
New +$203K ﹤0.01% 2525

Other funds holding UDR