Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,000
Closed -$766K 10041
2023
Q4
$766K Hold
20,000
﹤0.01% 4730
2023
Q3
$713K Buy
+20,000
New +$797K ﹤0.01% 4374
2023
Q1
Sell
-4,900
Closed -$190K 10396
2022
Q4
$190K Sell
4,900
-100
-2% -$3.95K ﹤0.01% 5502
2022
Q3
$209K Hold
5,000
﹤0.01% 5051
2022
Q2
$230K Buy
+5,000
New +$252K ﹤0.01% 4804
2018
Q2
Sell
-329,860
Closed -$11.8M 8257
2018
Q1
$11.8M Buy
+329,860
New +$11.6M 0.01% 1557
2017
Q3
Sell
-21,600
Closed -$842K 8003
2017
Q2
$842K Buy
+21,600
New +$822K ﹤0.01% 3761

Other funds holding UDR