Spirit of America Management Corp’s UDR UDR Stock Holding History

Spirit of America Management Corp’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	48,850 +2,750	+6%	+$112K	0.42%	67
2025 Q1	$2.08M	Buy	46,100 +500	+1%	+$22.6K	0.42%	61
2024 Q4	$1.98M	Hold	45,600	–	–	0.4%	62
2024 Q3	$2.07M	Buy	45,600 +1,000	+2%	+$45.3K	0.41%	61
2024 Q2	$1.84M	Buy	44,600 +1,000	+2%	+$41.2K	0.37%	67
2024 Q1	$1.63M	Hold	43,600	–	–	0.33%	77
2023 Q4	$1.67M	Hold	43,600	–	–	0.37%	69
2023 Q3	$1.56M	Sell	43,600 -1,000	-2%	-$35.7K	0.35%	66
2023 Q2	$1.92M	Sell	44,600 -3,500	-7%	-$150K	0.43%	56
2023 Q1	$1.97M	Buy	48,100 +1,000	+2%	+$41.1K	0.44%	56
2022 Q4	$1.82M	Hold	47,100	–	–	0.41%	63
2022 Q3	$1.97M	Hold	47,100	–	–	0.47%	59
2022 Q2	$2.17M	Hold	47,100	–	–	0.49%	56
2022 Q1	$2.7M	Buy	47,100 +11,350	+32%	+$651K	0.53%	56
2021 Q4	$2.15M	Buy	35,750 +500	+1%	+$30K	0.43%	71
2021 Q3	$1.87M	Buy	35,250 +500	+1%	+$26.5K	0.4%	73
2021 Q2	$1.7M	Hold	34,750	–	–	0.36%	77
2021 Q1	$1.52M	Sell	34,750 -3,050	-8%	-$134K	0.36%	75
2020 Q4	$1.45M	Sell	37,800 -3,200	-8%	-$123K	0.36%	78
2020 Q3	$1.34M	Hold	41,000	–	–	0.36%	81
2020 Q2	$1.53M	Hold	41,000	–	–	0.39%	71
2020 Q1	$1.5M	Sell	41,000 -5,081	-11%	-$186K	0.48%	57
2019 Q4	$2.15M	Hold	46,081	–	–	0.38%	64
2019 Q3	$2.23M	Sell	46,081 -5,050	-10%	-$245K	0.36%	60
2019 Q2	$2.3M	Sell	51,131 -6,625	-11%	-$297K	0.34%	65
2019 Q1	$2.63M	Sell	57,756 -3,550	-6%	-$161K	0.38%	55
2018 Q4	$2.43M	Hold	61,306	–	–	0.38%	59
2018 Q3	$2.48M	Sell	61,306 -1,000	-2%	-$40.4K	0.31%	65
2018 Q2	$2.34M	Hold	62,306	–	–	0.29%	71
2018 Q1	$2.22M	Hold	62,306	–	–	0.29%	75
2017 Q4	$2.4M	Hold	62,306	–	–	0.27%	80
2017 Q3	$2.37M	Hold	62,306	–	–	0.25%	79
2017 Q2	$2.43M	Hold	62,306	–	–	0.26%	76
2017 Q1	$2.26M	Hold	62,306	–	–	0.24%	85
2016 Q4	$2.27M	Hold	62,306	–	–	0.27%	83
2016 Q3	$2.24M	Hold	62,306	–	–	0.29%	78
2016 Q2	$2.3M	Sell	62,306 -4,000	-6%	-$148K	0.34%	70
2016 Q1	$2.56M	Sell	66,306 -34,750	-34%	-$1.34M	0.45%	61
2015 Q4	$3.8M	Hold	101,056	–	–	0.73%	39
2015 Q3	$3.48M	Hold	101,056	–	–	0.72%	40
2015 Q2	$3.24M	Buy	101,056 +72,692	+256%	+$2.33M	0.62%	47
2015 Q1	$965K	Hold	28,364	–	–	0.2%	112
2014 Q4	$874K	Hold	28,364	–	–	0.22%	124
2014 Q3	$773K	Hold	28,364	–	–	0.24%	133
2014 Q2	$812K	Sell	28,364 -21,636	-43%	-$619K	0.32%	105
2014 Q1	$1.29M	Sell	50,000 -50,000	-50%	-$1.29M	0.53%	56
2013 Q4	$2.34M	Sell	100,000 -56,091	-36%	-$1.31M	1.85%	19
2013 Q3	$3.7M	Hold	156,091	–	–	1.36%	14
2013 Q2	$3.98M	Buy	+156,091	New	+$3.98M	1.44%	11