Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Sell
3,443
-1,198
-26% -$44K ﹤0.01% 2302
2025
Q4
$170K Sell
4,641
-940
-17% -$33.4K ﹤0.01% 2111
2025
Q3
$208K Buy
5,581
+838
+18% +$32.7K ﹤0.01% 1976
2025
Q2
$194K Sell
4,743
-1,952
-29% -$80.8K ﹤0.01% 2035
2025
Q1
$302K Buy
6,695
+1,202
+22% +$51.5K ﹤0.01% 1782
2024
Q4
$238K Buy
5,493
+2
+0% +$88 ﹤0.01% 1941
2024
Q3
$249K Buy
5,491
+55
+1% +$2.36K ﹤0.01% 1918
2024
Q2
$224K Buy
5,436
+849
+19% +$32.7K ﹤0.01% 1940
2024
Q1
$172K Sell
4,587
-2,105
-31% -$77.4K ﹤0.01% 2084
2023
Q4
$256K Sell
6,692
-1,992
-23% -$69.3K ﹤0.01% 1892
2023
Q3
$310K Buy
8,684
+1,399
+19% +$55.8K ﹤0.01% 1621
2023
Q2
$313K Sell
7,285
-343
-4% -$14.1K ﹤0.01% 1649
2023
Q1
$313K Buy
7,628
+1,334
+21% +$55.1K ﹤0.01% 1656
2022
Q4
$244K Sell
6,294
-360
-5% -$14.2K ﹤0.01% 1752
2022
Q3
$278K Sell
6,654
-18
-0.3% -$826 ﹤0.01% 1683
2022
Q2
$307K Buy
6,672
+736
+12% +$37.1K ﹤0.01% 1686
2022
Q1
$340K Sell
5,936
-224
-4% -$12.7K ﹤0.01% 1706
2021
Q4
$369K Buy
6,160
+269
+5% +$15.1K ﹤0.01% 1686
2021
Q3
$312K Sell
5,891
-2,928
-33% -$156K ﹤0.01% 1760
2021
Q2
$430K Buy
8,819
+4,438
+101% +$209K ﹤0.01% 1623
2021
Q1
$193K Buy
4,381
+705
+19% +$29.2K ﹤0.01% 1938
2020
Q4
$142K Buy
3,676
+501
+16% +$18.3K ﹤0.01% 2034
2020
Q3
$104K Buy
3,175
+148
+5% +$5.2K ﹤0.01% 2060
2020
Q2
$113K Sell
3,027
-3,181
-51% -$119K ﹤0.01% 2044
2020
Q1
$227K Sell
6,208
-1,171
-16% -$53K ﹤0.01% 1599
2019
Q4
$344K Sell
7,379
-1,582
-18% -$76K ﹤0.01% 1554
2019
Q3
$433K Sell
8,961
-3,748
-29% -$177K ﹤0.01% 1437
2019
Q2
$570K Sell
12,709
-21,199
-63% -$955K ﹤0.01% 1334
2019
Q1
$1.54M Buy
33,908
+708
+2% +$30.7K ﹤0.01% 880
2018
Q4
$1.32M Buy
33,200
+2,401
+8% +$97K ﹤0.01% 884
2018
Q3
$1.25M Sell
30,799
-5,749
-16% -$224K ﹤0.01% 1001
2018
Q2
$1.37M Buy
36,548
+11,198
+44% +$405K ﹤0.01% 956
2018
Q1
$903K Buy
25,350
+19,944
+369% +$702K ﹤0.01% 1136
2017
Q4
$208K Sell
5,406
-438
-7% -$17K ﹤0.01% 1865
2017
Q3
$222K Buy
5,844
+309
+6% +$12K ﹤0.01% 1806
2017
Q2
$216K Buy
5,535
+472
+9% +$18K ﹤0.01% 1797
2017
Q1
$184K Sell
5,063
-802
-14% -$28.7K ﹤0.01% 1860
2016
Q4
$214K Buy
5,865
+217
+4% +$7.43K ﹤0.01% 1763
2016
Q3
$204K Buy
5,648
+1,173
+26% +$42.7K ﹤0.01% 1738
2016
Q2
$165K Sell
4,475
-1,378
-24% -$49.4K ﹤0.01% 1781
2016
Q1
$225K Sell
5,853
-6,998
-54% -$250K ﹤0.01% 1639
2015
Q4
$483K Sell
12,851
-4,243
-25% -$152K ﹤0.01% 1311
2015
Q3
$590K Buy
17,094
+9,817
+135% +$327K ﹤0.01% 1223
2015
Q2
$233K Buy
7,277
+4,786
+192% +$157K ﹤0.01% 1705
2015
Q1
$85K Sell
2,491
-1,122
-31% -$36.9K ﹤0.01% 2257
2014
Q4
$112K Buy
3,613
+421
+13% +$12.6K ﹤0.01% 2073
2014
Q3
$87K Sell
3,192
-138
-4% -$3.99K ﹤0.01% 2182
2014
Q2
$95K Buy
3,330
+1,063
+47% +$28.6K ﹤0.01% 2159
2014
Q1
$59K Buy
2,267
+1,377
+155% +$34.5K ﹤0.01% 2408
2013
Q4
$21K Sell
890
-1,727
-66% -$41.4K ﹤0.01% 2761
2013
Q3
$62K Sell
2,617
-2,010
-43% -$48.9K ﹤0.01% 2253
2013
Q2
$118K Buy
+4,627
New +$115K ﹤0.01% 1937

Other funds holding UDR