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Horizon Investments’s UDR UDR Stock Holding History

Horizon 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
Q1 		$167K Buy
4,995
+202
+4% +$7.42K ﹤0.01% 1005
2025
Q4 		$174K Buy
4,793
+147
+3% +$5.23K ﹤0.01% 984
2025
Q3 		$171K Sell
4,646
-10,246
-69% -$400K ﹤0.01% 935
2025
Q2 		$602K Buy
14,892
+10,553
+243% +$437K 0.01% 699
2025
Q1 		$194K Buy
4,339
+207
+5% +$8.86K 0.01% 550
2024
Q4 		$178K Buy
4,132
+35
+0.9% +$1.55K 0.01% 558
2024
Q3 		$184K Sell
4,097
-1,348
-25% -$57.8K ﹤0.01% 557
2024
Q2 		$222K Buy
5,445
+704
+15% +$27.1K 0.01% 526
2024
Q1 		$175K Buy
4,741
+33
+0.7% +$1.21K ﹤0.01% 565
2023
Q4 		$178K Buy
4,708
+166
+4% +$5.78K 0.01% 548
2023
Q3 		$160K Buy
4,542
+55
+1% +$2.19K ﹤0.01% 556
2023
Q2 		$191K Buy
4,487
+353
+9% +$14.5K 0.01% 528
2023
Q1 		$168K Buy
+4,134
New +$171K 0.01% 546
2022
Q2 		– Sell
-3,811
Closed -$217K – 545
2022
Q1 		$217K Buy
+3,811
New +$216K 0.01% 497
2020
Q3 		– Sell
-6,652
Closed -$246K – 456
2020
Q2 		$246K Buy
+6,652
New +$248K 0.01% 401
2020
Q1 		– Sell
-5,620
Closed -$262K – 483
2019
Q4 		$262K Buy
+5,620
New +$270K 0.01% 450
2019
Q3 		– Sell
-6,724
Closed -$302K – 542
2019
Q2 		$302K Buy
6,724
+2,099
+45% +$94.5K 0.01% 384
2019
Q1 		$210K Sell
4,625
-47,414
-91% -$2.06M 0.01% 394
2018
Q4 		$2.06M Sell
52,039
-17,580
-25% -$710K 0.1% 86
2018
Q3 		$2.81M Buy
69,619
+5,535
+9% +$215K 0.09% 53
2018
Q2 		$2.41M Buy
+64,084
New +$2.32M 0.1% 55
2018
Q1 		– Sell
-37,023
Closed -$1.41M – 243
2017
Q4 		$1.41M Buy
+37,023
New +$1.44M 0.09% 74

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 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 $11.7B AUM 20.39% 1-Year Est. Return

Horizon Investments's UDR Position: Q1 2026 in Review

Horizon Investments increased its UDR (UDR) stake by 4.2% in Q1 2026, buying an estimated $7.42K and bringing the position to 4,995 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Horizon Investments first reported a position in UDR in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.81M in Q3 2018. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Horizon Investments held 4,995 shares of UDR worth $167K as of Q1 2026.
  • Horizon Investments bought 202 UDR shares in Q1 2026, an estimated $7.42K.
  • UDR made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1005 holding.
  • Horizon Investments first reported a position in UDR in Q4 2017 and has held it in 22 quarters since.
  • Horizon Investments's UDR position peaked at $2.81M in Q3 2018.
  • 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.