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Horizon Financial Services’s UDR UDR Stock Holding History

Horizon Financial Services’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 		$8.46K Sell
212
-118
-36% -$4.36K ﹤0.01% 349
2026
Q1 		$11.1K Buy
330
+164
+99% +$6.02K ﹤0.01% 257
2025
Q4 		$6.09K Hold
166
– – ﹤0.01% 243
2025
Q3 		$6.18K Buy
166
+116
+232% +$4.53K ﹤0.01% 246
2025
Q2 		$2.04K Buy
50
+25
+100% +$1.03K ﹤0.01% 224
2025
Q1 		$1.13K Buy
+25
New +$1.07K ﹤0.01% 208

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

Horizon Financial Services's UDR Position: Q2 2026 in Review

Horizon Financial Services reduced its UDR (UDR) stake by 36% in Q2 2026, selling an estimated $4.36K and leaving 212 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Horizon Financial Services first reported a position in UDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Horizon Financial Services held 212 shares of UDR worth $8.46K as of Q2 2026.
  • Horizon Financial Services sold 118 UDR shares in Q2 2026, an estimated $4.36K.
  • UDR made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #349 holding.
  • Horizon Financial Services first reported a position in UDR in Q1 2025 and has held it in 6 quarters since.
  • Horizon Financial Services's UDR position peaked at $11.1K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.