Position in UDR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$958
+$148 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 517 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $958 across 1 REIT - Residential name. UDR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
24 | $958 |
All Filings in UDR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958 | 24 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $810 | 24 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $880 | 24 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $894 | 24 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $979 | 24 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||