HPG
UDR icon

Harvest Portfolios Group’s UDR UDR Stock Holding History

Harvest Portfolios Group’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 		$774K Buy
22,921
+459
+2% +$16.9K 0.01% 210
2025
Q4 		$824K Sell
22,462
-11,376
-34% -$405K 0.01% 213
2025
Q3 		$1.26M Sell
33,838
-8,158
-19% -$318K 0.02% 202
2025
Q2 		$1.71M Buy
41,996
+6,179
+17% +$256K 0.04% 159
2025
Q1 		$1.62M Buy
35,817
+2,998
+9% +$128K 0.05% 163
2024
Q4 		$1.42M Sell
32,819
-1,844
-5% -$81.5K 0.05% 161
2024
Q3 		$1.57M Buy
34,663
+21,923
+172% +$939K 0.05% 137
2024
Q2 		$524K Buy
12,740
+1,212
+11% +$46.7K 0.02% 195
2024
Q1 		$431K Buy
+11,528
New +$424K 0.02% 189

Other funds holding UDR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return