Harbour Investments’s UDR UDR Stock Holding History

Harbour Investments’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 Q1	$1.26K	Sell	37 -49	-57%	-$1.8K	﹤0.01%	4043
2025 Q4	$3.17K	Buy	86 +18	+26%	+$640	﹤0.01%	3178
2025 Q3	$2.54K	Buy	68 +6	+10%	+$234	﹤0.01%	3213
2025 Q2	$2.54K	Sell	62 -1	-2%	-$41	﹤0.01%	3072
2025 Q1	$2.85K	Hold	63	–	–	﹤0.01%	2995
2024 Q4	$2.74K	Buy	63 +18	+40%	+$796	﹤0.01%	2926
2024 Q3	$2.04K	Buy	45 +2	+5%	+$86	﹤0.01%	2921
2024 Q2	$1.77K	Buy	43 +8	+23%	+$308	﹤0.01%	2849
2024 Q1	$1.31K	Buy	35 +25	+250%	+$920	﹤0.01%	2867
2023 Q4	$383	Buy	+10	New	+$348	﹤0.01%	2960
2021 Q4	–	Sell	-441	Closed	-$23K	–	3647
2021 Q3	$23K	Buy	441 +228	+107%	+$12.2K	﹤0.01%	2231
2021 Q2	$10K	Buy	213 +48	+29%	+$2.26K	﹤0.01%	2752
2021 Q1	$7K	Buy	+165	New	+$6.83K	﹤0.01%	2791

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return