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Harbor Investment Advisory’s UDR UDR Stock Holding History

Harbor Investment Advisory’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 		$1.44K Buy
+43
New +$1.61K ﹤0.01% 1328
2024
Q3 		– Sell
-4
Closed -$165 – 1305
2024
Q2 		$165 Buy
+4
New +$154 ﹤0.01% 1210
2020
Q3 		– Sell
-140
Closed -$5K – 1248
2020
Q2 		$5K Buy
+140
New +$5.23K ﹤0.01% 877

Other funds holding UDR

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's UDR Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in UDR (UDR) in Q3 2026: 43 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in UDR as recently as Q2 2024.

Harbor Investment Advisory first reported a position in UDR in Q2 2020 and has held it in 3 quarters since. The position peaked at $5K in Q2 2020. 25 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Harbor Investment Advisory held 43 shares of UDR worth $1.44K as of Q3 2026.
  • UDR was a new Harbor Investment Advisory position in Q3 2026.
  • UDR made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1328 holding.
  • Harbor Investment Advisory first reported a position in UDR in Q2 2020 and has held it in 3 quarters since.
  • Harbor Investment Advisory's UDR position peaked at $5K in Q2 2020.
  • 25 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.