Everence Capital Management’s UDR UDR Stock Holding History

Everence Capital Management’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	–	Sell	-7,223	Closed	-$265K	–	900
2025 Q4	$265K	Hold	7,223	–	–	0.02%	646
2025 Q3	$269K	Sell	7,223 -2,697	-27%	-$105K	0.02%	652
2025 Q2	$405K	Buy	9,920 +4,410	+80%	+$183K	0.03%	443
2025 Q1	$249K	Hold	5,510	–	–	0.02%	653
2024 Q4	$239K	Sell	5,510 -9,370	-63%	-$414K	0.02%	694
2024 Q3	$675K	Hold	14,880	–	–	0.04%	327
2024 Q2	$567	Hold	14,880	–	–	0.04%	349
2024 Q1	$557	Hold	14,880	–	–	0.04%	382
2023 Q4	$570K	Buy	14,880 +6,280	+73%	+$218K	0.04%	358
2023 Q3	$307	Hold	8,600	–	–	0.02%	541
2023 Q2	$341K	Hold	8,600	–	–	0.03%	479
2023 Q1	$353	Hold	8,600	–	–	0.03%	476
2022 Q4	$333	Buy	+8,600	New	+$340K	0.03%	503
2019 Q1	–	Sell	-10,721	Closed	-$425K	–	649
2018 Q4	$425K	Hold	10,721	–	–	0.1%	225
2018 Q3	$433K	Hold	10,721	–	–	0.09%	248
2018 Q2	$402K	Hold	10,721	–	–	0.09%	257
2018 Q1	$382K	Hold	10,721	–	–	0.08%	261
2017 Q4	$413K	Hold	10,721	–	–	0.09%	248
2017 Q3	$408K	Hold	10,721	–	–	0.09%	250
2017 Q2	$418K	Hold	10,721	–	–	0.1%	239
2017 Q1	$389K	Hold	10,721	–	–	0.1%	242
2016 Q4	$391K	Buy	+10,721	New	+$367K	0.11%	225

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

Everence Capital Management's UDR Position: Q1 2026 in Review

Everence Capital Management sold out of UDR (UDR) in Q1 2026, closing a stake of 7,223 shares — an estimated $265K sold.

Everence Capital Management first reported a position in UDR in Q4 2016 and held it in 22 quarters. The position peaked at $675K in Q3 2024. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Everence Capital Management reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
Everence Capital Management sold 7,223 UDR shares in Q1 2026, an estimated $265K.
Everence Capital Management first reported a position in UDR in Q4 2016 and held it in 22 quarters.
Everence Capital Management's UDR position peaked at $675K in Q3 2024.
526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.