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 Q2	$479K	Buy	+12,003	New	+$444K	0.03%	429
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	$567K	Hold	14,880	–	–	0.04%	349
2024 Q1	$557K	Hold	14,880	–	–	0.04%	382
2023 Q4	$570K	Buy	14,880 +6,280	+73%	+$218K	0.04%	358
2023 Q3	$307K	Hold	8,600	–	–	0.02%	541
2023 Q2	$341K	Hold	8,600	–	–	0.03%	479
2023 Q1	$353K	Hold	8,600	–	–	0.03%	476
2022 Q4	$333K	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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Everence Capital Management's UDR Position: Q2 2026 in Review

Everence Capital Management opened a new position in UDR (UDR) in Q2 2026: 12,003 shares worth $479K. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in UDR as recently as Q4 2025.

Everence Capital Management first reported a position in UDR in Q4 2016 and has held it in 23 quarters since. The position peaked at $675K in Q3 2024. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Everence Capital Management held 12,003 shares of UDR worth $479K as of Q2 2026.
UDR was a new Everence Capital Management position in Q2 2026.
UDR made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #429 holding.
Everence Capital Management first reported a position in UDR in Q4 2016 and has held it in 23 quarters since.
Everence Capital Management's UDR position peaked at $675K in Q3 2024.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.