Spirit of America Management Corp’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $958K | Sell |
28,350
-7,000
| -20% | -$257K | 0.19% | 131 |
|
|
2025
Q4 | $1.3M | Sell |
35,350
-13,500
| -28% | -$480K | 0.27% | 103 |
|
|
2025
Q3 | $1.82M | Hold |
48,850
| – | – | 0.37% | 75 |
|
|
2025
Q2 | $1.99M | Buy |
48,850
+2,750
| +6% | +$114K | 0.42% | 67 |
|
|
2025
Q1 | $2.08M | Buy |
46,100
+500
| +1% | +$21.4K | 0.42% | 61 |
|
|
2024
Q4 | $1.98M | Hold |
45,600
| – | – | 0.4% | 62 |
|
|
2024
Q3 | $2.07M | Buy |
45,600
+1,000
| +2% | +$42.9K | 0.41% | 61 |
|
|
2024
Q2 | $1.84M | Buy |
44,600
+1,000
| +2% | +$38.5K | 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% | -$39.9K | 0.35% | 66 |
|
|
2023
Q2 | $1.92M | Sell |
44,600
-3,500
| -7% | -$144K | 0.43% | 56 |
|
|
2023
Q1 | $1.97M | Buy |
48,100
+1,000
| +2% | +$41.3K | 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% | +$644K | 0.53% | 56 |
|
|
2021
Q4 | $2.15M | Buy |
35,750
+500
| +1% | +$28.1K | 0.43% | 71 |
|
|
2021
Q3 | $1.87M | Buy |
35,250
+500
| +1% | +$26.7K | 0.4% | 73 |
|
|
2021
Q2 | $1.7M | Hold |
34,750
| – | – | 0.36% | 77 |
|
|
2021
Q1 | $1.52M | Sell |
34,750
-3,050
| -8% | -$126K | 0.36% | 75 |
|
|
2020
Q4 | $1.45M | Sell |
37,800
-3,200
| -8% | -$117K | 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% | -$230K | 0.48% | 57 |
|
|
2019
Q4 | $2.15M | Hold |
46,081
| – | – | 0.38% | 64 |
|
|
2019
Q3 | $2.23M | Sell |
46,081
-5,050
| -10% | -$238K | 0.36% | 60 |
|
|
2019
Q2 | $2.29M | Sell |
51,131
-6,625
| -11% | -$298K | 0.34% | 65 |
|
|
2019
Q1 | $2.63M | Sell |
57,756
-3,550
| -6% | -$154K | 0.38% | 55 |
|
|
2018
Q4 | $2.43M | Hold |
61,306
| – | – | 0.38% | 59 |
|
|
2018
Q3 | $2.48M | Sell |
61,306
-1,000
| -2% | -$38.9K | 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% | -$143K | 0.34% | 70 |
|
|
2016
Q1 | $2.56M | Sell |
66,306
-34,750
| -34% | -$1.24M | 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% | +$2.39M | 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% | -$583K | 0.32% | 105 |
|
|
2014
Q1 | $1.29M | Sell |
50,000
-50,000
| -50% | -$1.25M | 0.53% | 56 |
|
|
2013
Q4 | $2.33M | Sell |
100,000
-56,091
| -36% | -$1.34M | 1.85% | 19 |
|
|
2013
Q3 | $3.7M | Hold |
156,091
| – | – | 1.36% | 14 |
|
|
2013
Q2 | $3.98M | Buy |
+156,091
| New | +$3.87M | 1.44% | 11 |
|
Other funds holding UDR
VPM
VCM
CIM