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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
Q2 		$709K Sell
17,766
-5,155
-22% -$191K 0.01% 224
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Harvest Portfolios Group's UDR Position: Q2 2026 in Review

Harvest Portfolios Group reduced its UDR (UDR) stake by 22% in Q2 2026, selling an estimated $191K and leaving 17,766 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #224.

Harvest Portfolios Group first reported a position in UDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Harvest Portfolios Group held 17,766 shares of UDR worth $709K as of Q2 2026.
  • Harvest Portfolios Group sold 5,155 UDR shares in Q2 2026, an estimated $191K.
  • UDR made up 0.01% of Harvest Portfolios Group's portfolio in Q2 2026, its #224 holding.
  • Harvest Portfolios Group first reported a position in UDR in Q1 2024 and has held it in 10 quarters since.
  • Harvest Portfolios Group's UDR position peaked at $1.71M in Q2 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.