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Mortgage Reit Index real shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $894k 38k 23.73
2024-06-30 $676k 31k 22.16

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Mortgage Reit Index real

Morgan Stanley
Wells Fargo & Company
WNY Asset Management
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
VisionPoint Advisory Group
Man Group
LPL Financial
Mid-American Wealth Advisory Group
Paradigm Financial Partners
Barry Investment Advisors

View all funds holding Mortgage Reit Index real