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Udr shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Udr (UDR) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Udr

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All positions including Udr held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Udr by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 6.7k 45.34
2024-06-30 $227k 5.5k 41.15

More positions owned by Napa Wealth Management

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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)
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Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Udr

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Centersquare Investment Management
Capital Research Global Investors
Jpmorgan Chase & Co
Geode Capital Management
Daiwa Securities Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Invesco
PGGM Vermogensbeheer B.V.
Northern Trust

View all funds holding Udr