Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.59M Sell
47,215
-206
-0.4% -$7.57K 0.15% 104
2025
Q4
$1.74M Buy
47,421
+9,319
+24% +$331K 0.16% 101
2025
Q3
$1.42M Buy
38,102
+2,558
+7% +$99.8K 0.14% 107
2025
Q2
$1.45M Buy
35,544
+692
+2% +$28.7K 0.15% 104
2025
Q1
$1.57M Buy
34,852
+21
+0.1% +$899 0.17% 101
2024
Q4
$1.51M Buy
34,831
+137
+0.4% +$6.06K 0.16% 100
2024
Q3
$1.57M Sell
34,694
-95
-0.3% -$4.07K 0.17% 100
2024
Q2
$1.43M Buy
34,789
+30
+0.1% +$1.16K 0.16% 99
2024
Q1
$1.3M Buy
34,759
+547
+2% +$20.1K 0.15% 105
2023
Q4
$1.31M Buy
34,212
+193
+0.6% +$6.71K 0.16% 101
2023
Q3
$1.21M Buy
34,019
+8,635
+34% +$344K 0.17% 99
2023
Q2
$1.09M Buy
25,384
+1,550
+7% +$63.8K 0.15% 105
2023
Q1
$979K Buy
23,834
+42
+0.2% +$1.74K 0.14% 109
2022
Q4
$921K Buy
23,792
+3,835
+19% +$151K 0.13% 111
2022
Q3
$832K Buy
19,957
+1,731
+9% +$79.4K 0.14% 108
2022
Q2
$839K Buy
18,226
+5,457
+43% +$275K 0.13% 110
2022
Q1
$733K Buy
12,769
+849
+7% +$48.2K 0.1% 121
2021
Q4
$715K Sell
11,920
-93
-0.8% -$5.23K 0.09% 117
2021
Q3
$636K Sell
12,013
-11,461
-49% -$612K 0.09% 120
2021
Q2
$1.15M Sell
23,474
-170
-0.7% -$8K 0.15% 106
2021
Q1
$1.04M Buy
23,644
+28
+0.1% +$1.16K 0.15% 105
2020
Q4
$908K Sell
23,616
-2,519
-10% -$91.9K 0.14% 104
2020
Q3
$852K Buy
26,135
+8,799
+51% +$309K 0.15% 105
2020
Q2
$648K Buy
17,336
+436
+3% +$16.3K 0.13% 117
2020
Q1
$618K Buy
16,900
+2,431
+17% +$110K 0.15% 110
2019
Q4
$676K Sell
14,469
-68
-0.5% -$3.27K 0.15% 116
2019
Q3
$705K Sell
14,537
-805
-5% -$37.9K 0.19% 99
2019
Q2
$689K Buy
15,342
+127
+0.8% +$5.72K 0.2% 96
2019
Q1
$692K Sell
15,215
-455
-3% -$19.8K 0.22% 95
2018
Q4
$621K Sell
15,670
-683
-4% -$27.6K 0.23% 93
2018
Q3
$661K Sell
16,353
-231
-1% -$8.99K 0.21% 99
2018
Q2
$623K Buy
16,584
+310
+2% +$11.2K 0.21% 97
2018
Q1
$580K Buy
16,274
+97
+0.6% +$3.42K 0.21% 97
2017
Q4
$623K Sell
16,177
-259
-2% -$10.1K 0.22% 97
2017
Q3
$625K Sell
16,436
-29
-0.2% -$1.12K 0.24% 95
2017
Q2
$642K Sell
16,465
-1,735
-10% -$66.1K 0.26% 96
2017
Q1
$660K Buy
18,200
+145
+0.8% +$5.18K 0.27% 97
2016
Q4
$659K Buy
18,055
+2,641
+17% +$90.5K 0.29% 93
2016
Q3
$555K Hold
15,414
0.26% 97
2016
Q2
$569K Buy
15,414
+427
+3% +$15.3K 0.28% 97
2016
Q1
$577K Sell
14,987
-84
-0.6% -$3K 0.3% 91
2015
Q4
$566K Sell
15,071
-2,624
-15% -$94.2K 0.31% 93
2015
Q3
$610K Sell
17,695
-320
-2% -$10.7K 0.37% 89
2015
Q2
$577K Buy
18,015
+1,071
+6% +$35.2K 0.32% 95
2015
Q1
$577K Buy
16,944
+239
+1% +$7.86K 0.34% 92
2014
Q4
$515K Sell
16,705
-2,226
-12% -$66.7K 0.31% 97
2014
Q3
$516K Sell
18,931
-95
-0.5% -$2.75K 0.32% 99
2014
Q2
$545K Sell
19,026
-223
-1% -$6K 0.34% 96
2014
Q1
$497K Sell
19,249
-1,082
-5% -$27.1K 0.35% 91
2013
Q4
$475K Hold
20,331
0.35% 92
2013
Q3
$482K Buy
20,331
+1,825
+10% +$44.4K 0.39% 86
2013
Q2
$472K Buy
+18,506
New +$459K 0.41% 86

Other funds holding UDR