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Highland Investment Advisors LLC’s UDR UDR Stock Holding History

Highland Investment Advisors LLC’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 		$120 Buy
+3
New +$111 ﹤0.01% 670

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Highland Investment Advisors LLC's UDR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in UDR (UDR) in Q2 2026: 3 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings.

389 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Highland Investment Advisors LLC held 3 shares of UDR worth $120 as of Q2 2026.
  • UDR was a new Highland Investment Advisors LLC position in Q2 2026.
  • UDR made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #670 holding.
  • 389 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.