VAM
Vert Asset Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
137,778
-8,901
| -6% | -$363K | 2.05% | 15 |
|
|
2025
Q1 | $6.63M | Buy |
146,679
+8,817
| +6% | +$398K | 2.28% | 16 |
|
|
2024
Q4 | $5.98M | Buy |
137,862
+7,879
| +6% | +$342K | 2.05% | 18 |
|
|
2024
Q3 | $5.89M | Buy |
129,983
+746
| +0.6% | +$33.8K | 2.03% | 18 |
|
|
2024
Q2 | $5.32M | Sell |
129,237
-698
| -0.5% | -$28.7K | 2.12% | 17 |
|
|
2024
Q1 | $4.86M | Buy |
129,935
+9,132
| +8% | +$342K | 2.04% | 17 |
|
|
2023
Q4 | $4.63M | Sell |
120,803
-6,977
| -5% | -$267K | 2% | 18 |
|
|
2023
Q3 | $4.56M | Buy |
127,780
+1,569
| +1% | +$56K | 2.31% | 17 |
|
|
2023
Q2 | $5.42M | Buy |
126,211
+14,604
| +13% | +$627K | 2.78% | 15 |
|
|
2023
Q1 | $4.58M | Buy |
111,607
+37,049
| +50% | +$1.52M | 2.7% | 14 |
|
|
2022
Q4 | $2.89M | Buy |
74,558
+4,382
| +6% | +$170K | 2.57% | 17 |
|
|
2022
Q3 | $2.93M | Buy |
70,176
+7,832
| +13% | +$327K | 2.77% | 14 |
|
|
2022
Q2 | $2.87M | Buy |
62,344
+4,802
| +8% | +$221K | 2.66% | 14 |
|
|
2022
Q1 | $3.3M | Buy |
57,542
+6,713
| +13% | +$385K | 2.66% | 16 |
|
|
2021
Q4 | $3.05M | Buy |
+50,829
| New | +$3.05M | 2.51% | 16 |
|