Harbor Asset Planning’s UDR UDR Stock Holding History

Harbor Asset Planning’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$958	Hold	24	–	–	﹤0.01%	400
2026 Q1	$811	Hold	24	–	–	﹤0.01%	405
2025 Q4	$880	Hold	24	–	–	﹤0.01%	421
2025 Q3	$894	Hold	24	–	–	﹤0.01%	390
2025 Q2	$980	Buy	+24	New	+$994	﹤0.01%	390

Other funds holding UDR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Asset Planning's UDR Position: Q2 2026 in Review

Harbor Asset Planning held its UDR (UDR) position steady in Q2 2026 at 24 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Harbor Asset Planning first reported a position in UDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $980 in Q2 2025. 98 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Harbor Asset Planning held 24 shares of UDR worth $958 as of Q2 2026.
Harbor Asset Planning left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #400 holding.
Harbor Asset Planning first reported a position in UDR in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's UDR position peaked at $980 in Q2 2025.
98 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.