Position in UDR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,946,230
+$2,166,822 QoQ
Shares Held
224,104
+11.7% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#5
of 98 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $22,748,494 across 12 REIT - Residential names. UDR ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
145,007 | $9,345,700 | |
| 2 | UDR |
UDR, Inc.
This page
|
224,104 | $8,946,230 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
2,391 | $697,191 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,641 | $687,019 | |
| 5 | EQR |
Equity Residential
|
8,878 | $603,081 | |
| 6 | AMH |
American Homes 4 Rent
|
14,771 | $495,123 | |
| 7 | AIV |
Apartment Investment & Management Co
|
152,585 | $453,177 | |
| 8 | CPT |
Camden Property Trust
|
3,493 | $399,913 |
All Filings in UDR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,946,230 | 224,104 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,779,408 | 200,693 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,258,723 | 88,842 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $7,690,426 | 206,399 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $4,932,712 | 120,811 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,335,344 | 118,117 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,459,415 | 125,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,431,505 | 119,795 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,676,408 | 113,643 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,111,171 | 109,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,036,646 | 105,423 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,795,002 | 106,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,761,385 | 110,833 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $8,398,781 | 204,549 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,879,114 | 203,437 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,293,630 | 78,965 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,718,373 | 80,764 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $11,929,288 | 207,936 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,918,933 | 198,682 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $9,886,703 | 186,612 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,859,527 | 201,297 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,064,342 | 252,265 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||