Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.09M | Buy |
61,727
+3,920
| +7% | +$144K | 0.01% | 561 |
|
|
2025
Q4 | $2.12M | Buy |
57,807
+3,415
| +6% | +$121K | 0.02% | 528 |
|
|
2025
Q3 | $2.03M | Sell |
54,392
-9,736
| -15% | -$380K | 0.02% | 543 |
|
|
2025
Q2 | $2.62M | Buy |
64,128
+20,616
| +47% | +$854K | 0.02% | 477 |
|
|
2025
Q1 | $1.97M | Buy |
43,512
+47
| +0.1% | +$2.01K | 0.02% | 526 |
|
|
2024
Q4 | $1.89M | Sell |
43,465
-479
| -1% | -$21.2K | 0.02% | 540 |
|
|
2024
Q3 | $1.99M | Buy |
43,944
+543
| +1% | +$23.3K | 0.02% | 518 |
|
|
2024
Q2 | $1.79M | Sell |
43,401
-2,604
| -6% | -$100K | 0.02% | 524 |
|
|
2024
Q1 | $1.72M | Buy |
46,005
+3,443
| +8% | +$127K | 0.02% | 559 |
|
|
2023
Q4 | $1.63M | Sell |
42,562
-5,064
| -11% | -$176K | 0.02% | 526 |
|
|
2023
Q3 | $1.7M | Buy |
47,626
+2,165
| +5% | +$86.3K | 0.02% | 505 |
|
|
2023
Q2 | $1.95M | Buy |
45,461
+795
| +2% | +$32.7K | 0.03% | 472 |
|
|
2023
Q1 | $1.83M | Buy |
44,666
+944
| +2% | +$39K | 0.03% | 479 |
|
|
2022
Q4 | $1.69M | Buy |
43,722
+8,078
| +23% | +$319K | 0.03% | 489 |
|
|
2022
Q3 | $1.49M | Buy |
35,644
+6,232
| +21% | +$286K | 0.03% | 468 |
|
|
2022
Q2 | $1.35M | Buy |
29,412
+9,545
| +48% | +$481K | 0.03% | 486 |
|
|
2022
Q1 | $1.14M | Buy |
19,867
+1,396
| +8% | +$79.2K | 0.02% | 551 |
|
|
2021
Q4 | $1.11M | Buy |
18,471
+3,925
| +27% | +$221K | 0.02% | 569 |
|
|
2021
Q3 | $771K | Sell |
14,546
-2,126
| -13% | -$114K | 0.01% | 677 |
|
|
2021
Q2 | $817K | Buy |
16,672
+4,110
| +33% | +$193K | 0.02% | 686 |
|
|
2021
Q1 | $551K | Sell |
12,562
-162
| -1% | -$6.7K | 0.01% | 730 |
|
|
2020
Q4 | $489K | Buy |
12,724
+690
| +6% | +$25.2K | 0.01% | 754 |
|
|
2020
Q3 | $392K | Buy |
12,034
+12
| +0.1% | +$421 | 0.01% | 752 |
|
|
2020
Q2 | $449K | Buy |
+12,022
| New | +$449K | 0.01% | 652 |
|
Other funds holding UDR
VPM
VCM
CIM