Position in UDR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,463
-$2,684 QoQ
Shares Held
212
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 517 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $58,785 across 4 REIT - Residential names. UDR ranks #3 (14.4% of the industry book) .
All Filings in UDR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,463 | 212 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,147 | 330 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,088 | 166 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,185 | 166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,041 | 50 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,129 | 25 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||