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Napa Wealth Management

SEC CIK
0001602844
Latest filing
Nov 12, 2025

UDR holding history

UDR, Inc. in every 13F filed by Napa Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UDR overviewAll 13F holders of UDRFull Q3 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of UDR by Napa Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,731−100.0%Sold outHolders
Q3 20246,731$305.2K0.1%+1,225+22.2%AddedHolders
Q2 20245,506$226.6K0.2%+5,506NewHolders