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 Q3	$805	Hold	24	–	–	﹤0.01%	405
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return

Harbor Asset Planning's UDR Position: Q3 2026 in Review

Harbor Asset Planning held its UDR (UDR) position steady in Q3 2026 at 24 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Harbor Asset Planning first reported a position in UDR in Q2 2025 and has held it in 6 quarters since. The position peaked at $980 in Q2 2025. 272 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

Harbor Asset Planning held 24 shares of UDR worth $805 as of Q3 2026.
Harbor Asset Planning left its UDR share count unchanged in Q3 2026.
UDR made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #405 holding.
Harbor Asset Planning first reported a position in UDR in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's UDR position peaked at $980 in Q2 2025.
272 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.