Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.6M | Buy |
2,031,804
+470,538
| +30% | +$17.3M | 0.01% | 1337 |
|
|
2025
Q4 | $57.3M | Buy |
1,561,266
+296,377
| +23% | +$10.5M | 0.01% | 1475 |
|
|
2025
Q3 | $47.1M | Buy |
1,264,889
+115,069
| +10% | +$4.49M | 0.01% | 1692 |
|
|
2025
Q2 | $46.9M | Sell |
1,149,820
-810,263
| -41% | -$33.6M | 0.01% | 1580 |
|
|
2025
Q1 | $88.5M | Buy |
1,960,083
+2,462
| +0.1% | +$105K | 0.02% | 1002 |
|
|
2024
Q4 | $85M | Sell |
1,957,621
-28,130
| -1% | -$1.24M | 0.02% | 1023 |
|
|
2024
Q3 | $90M | Buy |
1,985,751
+407,386
| +26% | +$17.5M | 0.02% | 783 |
|
|
2024
Q2 | $64.9M | Buy |
1,578,365
+455,829
| +41% | +$17.6M | 0.02% | 871 |
|
|
2024
Q1 | $42M | Buy |
1,122,536
+1,079,990
| +2,538% | +$39.7M | 0.01% | 1149 |
|
|
2023
Q4 | $1.63M | Sell |
42,546
-395,978
| -90% | -$13.8M | ﹤0.01% | 4030 |
|
|
2023
Q3 | $15.6M | Buy |
438,524
+393,139
| +866% | +$15.7M | 0.01% | 1655 |
|
|
2023
Q2 | $1.95M | Sell |
45,385
-9,269
| -17% | -$381K | ﹤0.01% | 3551 |
|
|
2023
Q1 | $2.24M | Buy |
54,654
+4,566
| +9% | +$189K | ﹤0.01% | 3297 |
|
|
2022
Q4 | $1.94M | Sell |
50,088
-171,537
| -77% | -$6.78M | ﹤0.01% | 3415 |
|
|
2022
Q3 | $9.24M | Buy |
221,625
+83,929
| +61% | +$3.85M | ﹤0.01% | 1848 |
|
|
2022
Q2 | $6.34M | Sell |
137,696
-329,004
| -70% | -$16.6M | ﹤0.01% | 2182 |
|
|
2022
Q1 | $26.8M | Buy |
466,700
+403,127
| +634% | +$22.9M | 0.01% | 1225 |
|
|
2021
Q4 | $3.81M | Buy |
63,573
+3,103
| +5% | +$175K | ﹤0.01% | 3130 |
|
|
2021
Q3 | $3.2M | Sell |
60,470
-52,458
| -46% | -$2.8M | ﹤0.01% | 3148 |
|
|
2021
Q2 | $5.53M | Sell |
112,928
-133,678
| -54% | -$6.29M | ﹤0.01% | 2574 |
|
|
2021
Q1 | $10.8M | Sell |
246,606
-194,523
| -44% | -$8.05M | ﹤0.01% | 1884 |
|
|
2020
Q4 | $17M | Sell |
441,129
-22,929
| -5% | -$836K | 0.01% | 1458 |
|
|
2020
Q3 | $15.1M | Buy |
464,058
+104,166
| +29% | +$3.66M | 0.01% | 1361 |
|
|
2020
Q2 | $13.5M | Buy |
359,892
+128,011
| +55% | +$4.78M | 0.01% | 1311 |
|
|
2020
Q1 | $8.47M | Sell |
231,881
-355,229
| -61% | -$16.1M | ﹤0.01% | 1534 |
|
|
2019
Q4 | $27.4M | Buy |
587,110
+467,298
| +390% | +$22.4M | 0.01% | 1148 |
|
|
2019
Q3 | $5.81M | Sell |
119,812
-122,845
| -51% | -$5.79M | ﹤0.01% | 2233 |
|
|
2019
Q2 | $10.9M | Buy |
242,657
+100,094
| +70% | +$4.51M | ﹤0.01% | 1674 |
|
|
2019
Q1 | $6.48M | Buy |
142,563
+88,046
| +162% | +$3.82M | ﹤0.01% | 1998 |
|
|
2018
Q4 | $2.16M | Sell |
54,517
-33,637
| -38% | -$1.36M | ﹤0.01% | 2966 |
|
|
2018
Q3 | $3.56M | Sell |
88,154
-6,702
| -7% | -$261K | ﹤0.01% | 2671 |
|
|
2018
Q2 | $3.56M | Buy |
94,856
+68,376
| +258% | +$2.47M | ﹤0.01% | 2636 |
|
|
2018
Q1 | $943K | Sell |
26,480
-52,792
| -67% | -$1.86M | ﹤0.01% | 3757 |
|
|
2017
Q4 | $3.05M | Buy |
79,272
+54,206
| +216% | +$2.11M | ﹤0.01% | 2822 |
|
|
2017
Q3 | $953K | Buy |
25,066
+5,313
| +27% | +$206K | ﹤0.01% | 3749 |
|
|
2017
Q2 | $769K | Sell |
19,753
-9,814
| -33% | -$374K | ﹤0.01% | 3816 |
|
|
2017
Q1 | $1.07M | Buy |
29,567
+9,544
| +48% | +$341K | ﹤0.01% | 3474 |
|
|
2016
Q4 | $731K | Sell |
20,023
-55,169
| -73% | -$1.89M | ﹤0.01% | 3826 |
|
|
2016
Q3 | $2.71M | Buy |
75,192
+3,843
| +5% | +$140K | ﹤0.01% | 2573 |
|
|
2016
Q2 | $2.63M | Buy |
71,349
+6,125
| +9% | +$219K | ﹤0.01% | 2536 |
|
|
2016
Q1 | $2.51M | Sell |
65,224
-21,081
| -24% | -$754K | ﹤0.01% | 2462 |
|
|
2015
Q4 | $3.24M | Buy |
86,305
+1,588
| +2% | +$57K | ﹤0.01% | 2346 |
|
|
2015
Q3 | $2.92M | Buy |
84,717
+11,408
| +16% | +$380K | ﹤0.01% | 2410 |
|
|
2015
Q2 | $2.35M | Sell |
73,309
-2,232
| -3% | -$73.3K | ﹤0.01% | 2821 |
|
|
2015
Q1 | $2.57M | Sell |
75,541
-135,525
| -64% | -$4.46M | ﹤0.01% | 2700 |
|
|
2014
Q4 | $6.5M | Buy |
+211,066
| New | +$6.33M | ﹤0.01% | 1861 |
|
Other funds holding UDR
VPM
VCM
CIM