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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.

Institutional holdersQ4 2023: 224 institutions
Q1 2021: 186 institutionsQ2 2021: 194 institutionsQ3 2021: 194 institutionsQ4 2021: 194 institutionsQ1 2022: 191 institutionsQ2 2022: 179 institutionsQ3 2022: 181 institutionsQ4 2022: 181 institutionsQ1 2023: 183 institutionsQ2 2023: 183 institutionsQ3 2023: 199 institutionsQ4 2023: 224 institutionsQ1 2024: 214 institutionsQ2 2024: 214 institutionsQ3 2024: 241 institutionsQ4 2024: 236 institutionsQ1 2025: 247 institutionsQ2 2025: 241 institutionsQ3 2025: 246 institutionsQ4 2025: 234 institutionsQ1 2026: 249 institutionsQ2 2026: 273 institutions
Value heldQ4 2023: $2.06B
Q1 2021: $1.81BQ2 2021: $2.11BQ3 2021: $2.04BQ4 2021: $2.10BQ1 2022: $2.20BQ2 2022: $1.73BQ3 2022: $1.54BQ4 2022: $1.63BQ1 2023: $1.78BQ2 2023: $1.79BQ3 2023: $1.70BQ4 2023: $2.06BQ1 2024: $1.91BQ2 2024: $2.07BQ3 2024: $2.51BQ4 2024: $2.58BQ1 2025: $2.31BQ2 2025: $2.26BQ3 2025: $2.50BQ4 2025: $2.33BQ1 2026: $2.50BQ2 2026: $2.80B
Institutions holding UE and their total value by quarter
QuarterHoldersValue
Q2 2026273$2.80B
Q1 2026249$2.50B
Q4 2025234$2.33B
Q3 2025246$2.50B
Q2 2025241$2.26B
Q1 2025247$2.31B
Q4 2024236$2.58B
Q3 2024241$2.51B
Q2 2024214$2.07B
Q1 2024214$1.91B
Q4 2023224$2.06B
Q3 2023199$1.70B
Q2 2023183$1.79B
Q1 2023183$1.78B
Q4 2022181$1.63B
Q3 2022181$1.54B
Q2 2022179$1.73B
Q1 2022191$2.20B
Q4 2021194$2.10B
Q3 2021194$2.04B
Q2 2021194$2.11B
Q1 2021186$1.81B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q3 2023.

Institutions holding UE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
LGT Financial Advisors LLC166$3.04K0.00%00.0%Unchanged
Rothschild Investment LLC150$2.75K0.00%+150New
IFP Advisors, Inc142$2.60K0.00%00.0%Unchanged
Farther Finance Advisors, LLC131$2.40K0.00%+87+197.7%Added
McIlrath & Eck, LLC120$2.20K0.00%+120New
Oliver Lagore Vanvalin Investment Group117$2.14K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC92$1.68K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc90$1.65K0.00%00.0%Unchanged
Allworth Financial LP75$1.37K0.00%−85−53.1%Reduced
Global Retirement Partners, LLC62$1.09K0.00%00.0%Unchanged
Valley National Advisers Inc55$1.00K0.00%+55New
EverSource Wealth Advisors, LLC33$6040.00%+33New
Zions Bancorporation, N.A.25$4580.00%00.0%Unchanged
Harbour Investments, Inc.25$4580.00%+25New
Boyd Watterson Asset Management LLC20$3660.00%00.0%Unchanged
Parkside Financial Bank & Trust16$2930.00%−333−95.4%Reduced
Provence Wealth Management Group16$2930.00%00.0%Unchanged
Assetmark, Inc13$2380.00%+13New
Glassman Wealth Services12$2200.00%00.0%Unchanged
Versant Capital Management, Inc9$1650.00%00.0%Unchanged
Hexagon Capital Partners LLC5$920.00%00.0%Unchanged
Sachetta, LLC5$920.00%+5New
Covestor Ltd10$00.00%−1−9.1%Reduced
Smartleaf Asset Management LLC18$00.00%+18New
Massachusetts Financial Services Co0$00.00%−1,032,145−100.0%Sold out
Heitman Real Estate Securities LLC0$00.00%−936,862−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−96,169−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−81,076−100.0%Sold out
Lasalle Investment Management Securities LLC0$00.00%−55,703−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−32,085−100.0%Sold out
Hazelview Securities Inc.0$00.00%−28,300−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−21,233−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−15,684−100.0%Sold out
Verition Fund Management LLC0$00.00%−11,500−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−9,560−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
Pathstone Family Office, LLC––––Not filed
Quantamental Technologies LLC––––Not filed