Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.34M Buy
+158,220
New +$5.81M 0.09% 254
2025
Q4
Sell
-28,950
Closed -$1.08M 3823
2025
Q3
$1.08M Buy
28,950
+11,003
+61% +$429K 0.06% 534
2025
Q2
$733K Buy
+17,947
New +$743K 0.03% 851
2025
Q1
Sell
-12,673
Closed -$550K 3138
2024
Q4
$550K Buy
12,673
+7,921
+167% +$350K 0.05% 692
2024
Q3
$215K Sell
4,752
-30,412
-86% -$1.3M 0.02% 1402
2024
Q2
$1.45M Buy
+35,164
New +$1.36M 0.12% 225
2023
Q4
Sell
-10,873
Closed -$388K 2171
2023
Q3
$388K Buy
10,873
+6,085
+127% +$243K 0.07% 553
2023
Q2
$206K Buy
+4,788
New +$197K 0.04% 984
2022
Q4
Sell
-20,085
Closed -$838K 1524
2022
Q3
$838K Buy
+20,085
New +$922K 0.21% 77

Other funds holding UDR