Napa Wealth Management’s UDR UDR Stock Holding History

Napa Wealth Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,731	Closed	-$305K	–	215
2024 Q3	$305K	Buy	6,731 +1,225	+22%	+$52.5K	0.14%	134
2024 Q2	$227K	Buy	+5,506	New	+$212K	0.15%	99

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Napa Wealth Management's UDR Position: Q4 2024 in Review

Napa Wealth Management sold out of UDR (UDR) in Q4 2024, closing a stake of 6,731 shares — an estimated $305K sold.

Napa Wealth Management first reported a position in UDR in Q2 2024 and held it in 2 quarters. The position peaked at $305K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

Napa Wealth Management reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 6,731 UDR shares in Q4 2024, an estimated $305K.
Napa Wealth Management first reported a position in UDR in Q2 2024 and held it in 2 quarters.
Napa Wealth Management's UDR position peaked at $305K in Q3 2024.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.