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 Q2	$1.41K	Sell	35 -2	-5%	-$74	﹤0.01%	4137
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	–	3634
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Harbour Investments's UDR Position: Q2 2026 in Review

Harbour Investments reduced its UDR (UDR) stake by 5.4% in Q2 2026, selling an estimated $74 and leaving 35 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #4137.

Harbour Investments first reported a position in UDR in Q1 2021 and has held it in 14 quarters since. The position peaked at $23K in Q3 2021. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Harbour Investments held 35 shares of UDR worth $1.41K as of Q2 2026.
Harbour Investments sold 2 UDR shares in Q2 2026, an estimated $74.
UDR made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4137 holding.
Harbour Investments first reported a position in UDR in Q1 2021 and has held it in 14 quarters since.
Harbour Investments's UDR position peaked at $23K in Q3 2021.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.