Urban Edge Properties
UE- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001611547
No open-market purchases or sales by Urban Edge Properties insiders were filed in the last 90 days; 273 institutions reported holding it in 13F filings for Q2 2026, worth $2.80B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Urban Edge Properties as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 224
- +28 vs. Q3 2023
- Shares held
- 112.6M
- +1.19M (+1.1%) vs. Q3 2023
- Total value
- $2.06B
- +$356.1M (+20.9%) vs. Q3 2023
- New holders
- 39
- 70 more added
- Sold out
- 11
- 77 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 273 | $2.80B |
| Q1 2026 | 249 | $2.50B |
| Q4 2025 | 234 | $2.33B |
| Q3 2025 | 246 | $2.50B |
| Q2 2025 | 241 | $2.26B |
| Q1 2025 | 247 | $2.31B |
| Q4 2024 | 236 | $2.58B |
| Q3 2024 | 241 | $2.51B |
| Q2 2024 | 214 | $2.07B |
| Q1 2024 | 214 | $1.91B |
| Q4 2023 | 224 | $2.06B |
| Q3 2023 | 199 | $1.70B |
| Q2 2023 | 183 | $1.79B |
| Q1 2023 | 183 | $1.78B |
| Q4 2022 | 181 | $1.63B |
| Q3 2022 | 181 | $1.54B |
| Q2 2022 | 179 | $1.73B |
| Q1 2022 | 191 | $2.20B |
| Q4 2021 | 194 | $2.10B |
| Q3 2021 | 194 | $2.04B |
| Q2 2021 | 194 | $2.11B |
| Q1 2021 | 186 | $1.81B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Smartleaf Asset Management LLC | 18 | $0 | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $92 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 9 | $165 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $220 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $238 | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 16 | $293 | 0.00% | −333−95.4% | Reduced |
| Provence Wealth Management Group | 16 | $293 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 20 | $366 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $458 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $458 | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 33 | $604 | 0.00% | +33 | New |
| Valley National Advisers Inc | 55 | $1.00K | 0.00% | +55 | New |
| Global Retirement Partners, LLC | 62 | $1.09K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $1.37K | 0.00% | −85−53.1% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $1.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $2.14K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 120 | $2.20K | 0.00% | +120 | New |
| Farther Finance Advisors, LLC | 131 | $2.40K | 0.00% | +87+197.7% | Added |
| IFP Advisors, Inc | 142 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $2.75K | 0.00% | +150 | New |
| LGT Financial Advisors LLC | 166 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 320 | $5.86K | 0.00% | +320 | New |
| Tortoise Investment Management, LLC | 340 | $6.22K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 395 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 529 | $9.68K | 0.00% | +67+14.5% | Added |
| Fifth Third Bancorp | 559 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 598 | $10.9K | 0.00% | −23−3.7% | Reduced |
| West Branch Capital LLC | 864 | $15.8K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 883 | $16.0K | 0.00% | −566−39.1% | Reduced |
| Quest Partners LLC | 1,210 | $22.1K | 0.00% | +1,210 | New |
| American State Bank (Iowa) | 1,300 | $23.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,391 | $25.5K | 0.00% | −27−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,533 | $28.1K | 0.00% | −401−20.7% | Reduced |
| West Tower Group, LLC | 1,565 | $28.6K | 0.06% | +1,196+324.1% | Added |
| CWM, LLC | 1,679 | $31.0K | 0.00% | −230−12.0% | Reduced |
| Coppell Advisory Solutions LLC | 2,025 | $37.1K | 0.01% | +2,025 | New |
| US Bancorp | 2,151 | $39.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,262 | $41.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,390 | $43.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,633 | $48.2K | 0.00% | +202+8.3% | Added |
| GAMMA Investing LLC | 3,518 | $60.8K | 0.02% | +3,518 | New |
| KBC Group NV | 3,617 | $66.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,213 | $77.1K | 0.00% | +4,213 | New |
| Quadrant Capital Group LLC | 4,548 | $83.2K | 0.01% | +1,162+34.3% | Added |
| PEAK6 Investments LLC | 4,557 | $83.4K | 0.00% | +4,557 | New |
| Bessemer Group Inc | 4,722 | $87.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,300 | $115.3K | 0.00% | +6,300 | New |
| The PNC Financial Services Group, Inc. | 6,441 | $117.9K | 0.00% | −488−7.0% | Reduced |
| State of Wyoming | 7,259 | $132.8K | 0.02% | +7,259 | New |
| JustInvest LLC | 10,018 | $183.3K | 0.00% | +10,018 | New |
| Vestmark Advisory Solutions, Inc. | 10,032 | $183.6K | 0.01% | −1,362−12.0% | Reduced |
| Metropolitan Life Insurance Co | 10,225 | $187.1K | 0.01% | −11−0.1% | Reduced |
| First Manhattan Co | 10,312 | $188.8K | 0.00% | −50.0% | Reduced |
| Storebrand Asset Management AS | 10,348 | $189.4K | 0.00% | −425−3.9% | Reduced |
| Envestnet Asset Management Inc | 10,354 | $189.5K | 0.00% | +10,354 | New |
| State of Wisconsin Investment Board | 11,259 | $206.0K | 0.00% | −1,625−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,424 | $209.1K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 11,723 | $214.5K | 0.00% | +901+8.3% | Added |
| Franklin Resources Inc | 11,866 | $217.1K | 0.00% | +95+0.8% | Added |
| Oppenheimer Asset Management Inc. | 12,138 | $222.1K | 0.00% | +466+4.0% | Added |
| XTX Topco Ltd | 12,750 | $233.3K | 0.05% | +12,750 | New |
| Partners Capital Investment Group, LLP | 13,147 | $240.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,376 | $244.8K | 0.00% | +587+4.6% | Added |
| Everence Capital Management Inc | 13,970 | $256.0K | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 14,261 | $261.0K | 0.00% | +543+4.0% | Added |
| Elequin Capital LP | 14,752 | $270.0K | 0.08% | −23,717−61.7% | Reduced |
| Bank of Montreal | 14,564 | $271.9K | 0.00% | +840+6.1% | Added |
| Quadrature Capital Ltd | 14,859 | $272.1K | 0.00% | +14,859 | New |
| Pictet & Cie (Europe) SA | 15,963 | $292.1K | 0.01% | −34−0.2% | Reduced |
| Van Eck Associates Corp | 16,104 | $295.0K | 0.00% | +2,648+19.7% | Added |
| Dynamic Technology Lab Private Ltd | 16,395 | $300.0K | 0.03% | −1,696−9.4% | Reduced |
| Quantinno Capital Management LP | 17,346 | $317.0K | 0.01% | +887+5.4% | Added |
| Pathstone Holdings, LLC | 19,633 | $360.1K | 0.00% | +19,633 | New |
| Raymond James & Associates | 19,927 | $364.7K | 0.00% | +19,927 | New |
| Commonwealth Equity Services, LLC | 20,009 | $366.0K | 0.00% | +20,009 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,402 | $373.4K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 20,598 | $377.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,638 | $396.0K | 0.00% | +4,084+23.3% | Added |
| Cerity Partners LLC | 22,080 | $404.1K | 0.00% | +22,080 | New |
| D. E. Shaw & Co., Inc. | 22,379 | $409.5K | 0.00% | −92,706−80.6% | Reduced |
| Public Employees Retirement Association of Colorado | 22,762 | $417.0K | 0.00% | −1,947−7.9% | Reduced |
| Standard Life Aberdeen plc | 22,885 | $418.8K | 0.00% | −2,033−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,207 | $424.7K | 0.00% | −1,453−5.9% | Reduced |
| Jefferies Financial Group Inc. | 23,298 | $426.4K | 0.01% | +23,298 | New |
| STRS Ohio | 23,400 | $428.0K | 0.00% | −900−3.7% | Reduced |
| DekaBank Deutsche Girozentrale | 26,852 | $430.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 24,498 | $448.3K | 0.25% | +11,102+82.9% | Added |
| Nebula Research & Development LLC | 24,792 | $453.7K | 0.14% | +24,792 | New |
| Brighton Jones LLC | 25,330 | $463.5K | 0.02% | +282+1.1% | Added |
| AQR Capital Management LLC | 26,246 | $480.3K | 0.00% | −4,944−15.9% | Reduced |
| Capital Fund Management S.A. | 26,470 | $484.4K | 0.01% | +26,470 | New |
| Point72 Hong Kong Ltd | 28,311 | $518.1K | 0.03% | +28,311 | New |
| Pictet Asset Management Holding SA | 29,537 | $540.5K | 0.00% | −34−0.1% | Reduced |
| HRT Financial LP | 30,804 | $563.0K | 0.00% | +30,804 | New |
| Mackenzie Financial Corp | 31,072 | $568.6K | 0.00% | +18,539+147.9% | Added |
| Handelsbanken Fonder AB | 31,790 | $582.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,885 | $601.8K | 0.00% | −589−1.8% | Reduced |