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Evergreen Capital Management’s UDR UDR Stock Holding History

Evergreen 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 		$8.95M Buy
224,104
+23,411
+12% +$866K 0.16% 135
2026
Q1 		$6.78M Buy
200,693
+111,851
+126% +$4.11M 0.15% 151
2025
Q4 		$3.26M Sell
88,842
-117,557
-57% -$4.18M 0.07% 238
2025
Q3 		$7.69M Buy
206,399
+85,588
+71% +$3.34M 0.18% 136
2025
Q2 		$4.93M Buy
120,811
+2,694
+2% +$112K 0.15% 161
2025
Q1 		$5.34M Sell
118,117
-7,647
-6% -$327K 0.18% 146
2024
Q4 		$5.46M Buy
125,764
+5,969
+5% +$264K 0.18% 142
2024
Q3 		$5.43M Buy
119,795
+6,152
+5% +$264K 0.18% 141
2024
Q2 		$4.68M Buy
113,643
+3,748
+3% +$144K 0.17% 148
2024
Q1 		$4.11M Buy
109,895
+4,472
+4% +$165K 0.16% 152
2023
Q4 		$4.04M Sell
105,423
-969
-0.9% -$33.7K 0.16% 157
2023
Q3 		$3.8M Sell
106,392
-4,441
-4% -$177K 0.17% 154
2023
Q2 		$4.76M Sell
110,833
-93,716
-46% -$3.86M 0.2% 139
2023
Q1 		$8.4M Buy
204,549
+1,112
+0.5% +$45.9K 0.38% 78
2022
Q4 		$7.88M Buy
203,437
+124,472
+158% +$4.92M 0.37% 79
2022
Q3 		$3.29M Sell
78,965
-1,799
-2% -$82.5K 0.17% 149
2022
Q2 		$3.72M Sell
80,764
-127,172
-61% -$6.41M 0.19% 141
2022
Q1 		$11.9M Buy
207,936
+9,254
+5% +$525K 0.49% 55
2021
Q4 		$11.9M Buy
198,682
+12,070
+6% +$679K 0.48% 55
2021
Q3 		$9.89M Sell
186,612
-14,685
-7% -$784K 0.45% 62
2021
Q2 		$9.86M Sell
201,297
-50,968
-20% -$2.4M 0.47% 49
2021
Q1 		$11.1M Buy
+252,265
New +$10.4M 0.57% 44

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

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

Evergreen Capital Management increased its UDR (UDR) stake by 12% in Q2 2026, buying an estimated $866K and bringing the position to 224,104 shares worth $8.95M. The position accounts for 0.16% of the portfolio, ranked #135.

Evergreen Capital Management first reported a position in UDR in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.9M in Q1 2022. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Evergreen Capital Management held 224,104 shares of UDR worth $8.95M as of Q2 2026.
  • Evergreen Capital Management bought 23,411 UDR shares in Q2 2026, an estimated $866K.
  • UDR made up 0.16% of Evergreen Capital Management's portfolio in Q2 2026, its #135 holding.
  • Evergreen Capital Management first reported a position in UDR in Q1 2021 and has held it in 22 quarters since.
  • Evergreen Capital Management's UDR position peaked at $11.9M in Q1 2022.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.