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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Horizon Financial Services's UDR Position: Q1 2026 in Review

Horizon Financial Services increased its UDR (UDR) stake by 99% in Q1 2026, buying an estimated $6.02K and bringing the position to 330 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Horizon Financial Services first reported a position in UDR in Q1 2025 and has held it in 5 quarters since. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Horizon Financial Services held 330 shares of UDR worth $11.1K as of Q1 2026.
Horizon Financial Services bought 164 UDR shares in Q1 2026, an estimated $6.02K.
UDR made up ﹤0.01% of Horizon Financial Services's portfolio in Q1 2026, its #257 holding.
Horizon Financial Services first reported a position in UDR in Q1 2025 and has held it in 5 quarters since.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.