Evergreen Capital Management LLC Udr, Inc. Transaction History

Evergreen Capital Management LLC

$3.91 Billion
Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Udr, Inc. stock. As of the latest transaction made, Evergreen Capital Management LLC holds 206,399 shares of UDR stock, worth $7.16 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

206,399

Previous 120,811 70.84%

Holding current value

$7.16 Million

Previous $4.93 Million 55.92%

% of portfolio

0.2%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$36.71 - $41.37 $3.14 Million - $3.54 Million	85,588 Added 70.84%	206,399 $7.69 Million
Q2 2025 Aug 14, 2025	BUY	$38.09 - $45.36 $102,614 - $122,199	2,694 Added 2.28%	120,811 $4.93 Million
Q1 2025 May 15, 2025	SELL	$40.09 - $46.04 $306,568 - $352,067	-7,647 Reduced 6.08%	118,117 $5.34 Million
Q4 2024 Feb 13, 2025	BUY	$41.3 - $46.33 $246,519 - $276,543	5,969 Added 4.98%	125,764 $5.46 Million
Q3 2024 Nov 14, 2024	BUY	$39.96 - $47.13 $245,833 - $289,943	6,152 Added 5.41%	119,795 $5.43 Million

Q2 2024 Aug 14, 2024	BUY	$35.27 - $41.16 $132,191 - $154,267	3,748 Added 3.41%	113,643 $4.68 Million
Q1 2024 May 15, 2024	BUY	$34.62 - $38.64 $154,820 - $172,798	4,472 Added 4.24%	109,895 $4.11 Million
Q4 2023 Feb 14, 2024	SELL	$31.41 - $38.77 $30,436 - $37,568	-969 Reduced 0.91%	105,423 $4.04 Million
Q3 2023 Nov 14, 2023	SELL	$35.39 - $43.66 $157,166 - $193,894	-4,441 Reduced 4.01%	106,392 $3.8 Million
Q2 2023 Aug 14, 2023	SELL	$39.0 - $43.42 $3.65 Million - $4.07 Million	-93,716 Reduced 45.82%	110,833 $4.76 Million
Q1 2023 May 15, 2023	BUY	$37.62 - $45.02 $41,833 - $50,062	1,112 Added 0.55%	204,549 $8.4 Million
Q4 2022 Feb 14, 2023	BUY	$37.56 - $42.39 $4.68 Million - $5.28 Million	124,472 Added 157.63%	203,437 $7.88 Million
Q3 2022 Nov 14, 2022	SELL	$40.55 - $50.39 $72,949 - $90,651	-1,799 Reduced 2.23%	78,965 $3.29 Million
Q2 2022 Aug 15, 2022	SELL	$42.32 - $59.57 $5.38 Million - $7.58 Million	-127,172 Reduced 61.16%	80,764 $3.72 Million
Q1 2022 May 16, 2022	BUY	$53.85 - $60.79 $498,327 - $562,550	9,254 Added 4.66%	207,936 $11.9 Million
Q4 2021 Mar 11, 2022	BUY	$52.89 - $59.99 $638,382 - $724,079	12,070 Added 6.47%	198,682 $11.9 Million
Q3 2021 Nov 15, 2021	SELL	$49.59 - $55.59 $728,229 - $816,339	-14,685 Reduced 7.3%	186,612 $9.89 Million
Q2 2021 Aug 16, 2021	SELL	$43.81 - $50.29 $2.23 Million - $2.56 Million	-50,968 Reduced 20.2%	201,297 $9.86 Million
Q1 2021 May 17, 2021	BUY	$36.79 - $45.6 $9.28 Million - $11.5 Million	252,265 New	252,265 $11.1 Million

Others Institutions Holding UDR

# of Institutions

552

Shares Held

283M

Call Options Held

174K

Put Options Held

184K

View Full List

About UDR, Inc.

Ticker UDR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 325,542,016
Market Cap $11.3B
Description
UDR, Inc. (NYSE: UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate communities in targeted U.S. markets. As of September 30, 2020, UD...

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Evergreen Capital Management LLC Udr, Inc. Transaction History