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, Q3 2024
Institutional positions in Urban Edge Properties as of Sep 30, 2024. 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
- 241
- +28 vs. Q2 2024
- Shares held
- 117.3M
- +26.8M (+29.6%) vs. Q2 2024
- Total value
- $2.51B
- +$837.7M (+50.1%) vs. Q2 2024
- New holders
- 43
- 96 more added
- Sold out
- 15
- 60 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 10 | $0 | 0.00% | −596−98.3% | Reduced |
| Hemington Wealth Management | 12 | $0 | 0.00% | +12 | New |
| Baldwin Brothers Inc | 1 | $21 | 0.00% | +1 | New |
| Sachetta, LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $149 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $171 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $193 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $257 | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 16 | $343 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 20 | $428 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $535 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $535 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $706 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $1.00K | 0.00% | +9+20.9% | Added |
| West Branch Capital LLC | 47 | $1.01K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 48 | $1.03K | 0.00% | +48 | New |
| Cornerstone Planning Group LLC | 57 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $1.90K | 0.00% | +27+43.5% | Added |
| Farmers & Merchants Investments Inc | 90 | $1.93K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.97K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $2.50K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 137 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 141 | $3.02K | 0.00% | +141 | New |
| IFP Advisors, Inc | 142 | $3.04K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 166 | $3.55K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 180 | $3.85K | 0.00% | +164+1,025.0% | Added |
| Allworth Financial LP | 185 | $3.96K | 0.00% | +119+180.3% | Added |
| McIlrath & Eck, LLC | 221 | $4.73K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 230 | $5.00K | 0.00% | +223+3,185.7% | Added |
| Umb Bank N A | 266 | $5.69K | 0.00% | +124+87.3% | Added |
| Johnson Financial Group, Inc. | 279 | $5.97K | 0.00% | +2+0.7% | Added |
| Rothschild Investment LLC | 305 | $6.52K | 0.00% | +100+48.8% | Added |
| Bessemer Group Inc | 350 | $7.00K | 0.00% | +255+268.4% | Added |
| Tortoise Investment Management, LLC | 340 | $7.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 395 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 414 | $8.86K | 0.00% | +414 | New |
| Huntington National Bank | 485 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 568 | $12.0K | 0.00% | +568 | New |
| SRS Capital Advisors, Inc. | 617 | $13.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 637 | $13.6K | 0.00% | +31+5.1% | Added |
| Venturi Wealth Management, LLC | 649 | $13.9K | 0.00% | +649 | New |
| Parallel Advisors, LLC | 652 | $14.0K | 0.00% | +221+51.3% | Added |
| Hilltop National Bank | 684 | $14.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 700 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $15.9K | 0.00% | −198−21.1% | Reduced |
| Danske Bank A/S | 800 | $17.1K | 0.00% | +800 | New |
| Fifth Third Bancorp | 844 | $18.1K | 0.00% | +150+21.6% | Added |
| Advisor Group Holdings, Inc. | 1,024 | $21.9K | 0.00% | +228+28.6% | Added |
| International Assets Investment Management, LLC | 492 | $23.0K | 0.00% | +469+2,039.1% | Added |
| Smartleaf Asset Management LLC | 1,338 | $28.2K | 0.00% | +640+91.7% | Added |
| US Bancorp | 2,139 | $45.8K | 0.00% | −65−2.9% | Reduced |
| CWM, LLC | 2,379 | $51.0K | 0.00% | +484+25.5% | Added |
| GAMMA Investing LLC | 2,740 | $58.6K | 0.01% | +563+25.9% | Added |
| Signaturefd, LLC | 2,803 | $60.0K | 0.00% | +48+1.7% | Added |
| FIL Ltd | 3,054 | $65.3K | 0.00% | −3,985−56.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,560 | $76.1K | 0.00% | −15,996−81.8% | Reduced |
| KBC Group NV | 3,617 | $77.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,045 | $86.5K | 0.01% | +116+3.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,612 | $97.3K | 0.00% | +1,221+36.0% | Added |
| Quest Partners LLC | 4,710 | $100.7K | 0.01% | +4,710 | New |
| Planned Solutions, Inc. | 4,815 | $103.0K | 0.04% | +4,815 | New |
| The PNC Financial Services Group, Inc. | 5,742 | $122.8K | 0.00% | −544−8.7% | Reduced |
| Ronald Blue Trust, Inc. | 7,947 | $146.8K | 0.00% | +7,132+875.1% | Added |
| Storebrand Asset Management AS | 7,535 | $161.2K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,561 | $204.5K | 0.00% | +9,561 | New |
| Coldstream Capital Management Inc | 9,627 | $205.9K | 0.00% | +9,627 | New |
| Cary Street Partner Investment Advisory LLC | 9,635 | $206.1K | 0.01% | +9,635 | New |
| Entropy Technologies, LP | 9,639 | $206.2K | 0.02% | +9,639 | New |
| State of Wisconsin Investment Board | 10,160 | $217.3K | 0.00% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 10,276 | $219.8K | 0.01% | +10,276 | New |
| First Manhattan Co | 10,317 | $220.7K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,437 | $223.2K | 0.11% | +10,437 | New |
| Susquehanna International Group, LLP | 10,782 | $230.6K | 0.00% | −474−4.2% | Reduced |
| Engineers Gate Manager LP | 10,983 | $234.9K | 0.00% | −20,932−65.6% | Reduced |
| Creative Planning | 11,128 | $238.0K | 0.00% | +11,128 | New |
| Contravisory Investment Management, Inc. | 11,417 | $244.2K | 0.05% | +11,417 | New |
| JustInvest LLC | 11,448 | $244.9K | 0.00% | +918+8.7% | Added |
| Algert Global LLC | 11,862 | $253.7K | 0.01% | −23,613−66.6% | Reduced |
| Ameritas Investment Partners, Inc. | 12,398 | $265.2K | 0.01% | +974+8.5% | Added |
| Metis Global Partners, LLC | 12,496 | $267.3K | 0.01% | +12,496 | New |
| Sanctuary Advisors, LLC | 11,740 | $269.4K | 0.00% | +11,740 | New |
| Federated Hermes, Inc. | 12,776 | $273.3K | 0.00% | +11,861+1,296.3% | Added |
| M&T Bank Corp | 12,886 | $275.6K | 0.00% | +1,292+11.1% | Added |
| Raymond James & Associates | 12,991 | $277.9K | 0.00% | +12,991 | New |
| Partners Capital Investment Group, LLP | 13,147 | $281.2K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,970 | $299.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 14,159 | $302.9K | 0.00% | −18,684−56.9% | Reduced |
| Verition Fund Management LLC | 14,371 | $307.4K | 0.00% | +1,735+13.7% | Added |
| Fox Run Management, L.L.C. | 14,680 | $314.0K | 0.07% | +14,680 | New |
| Nissay Asset Management Corp | 15,560 | $332.8K | 0.00% | +790+5.3% | Added |
| Mariner, LLC | 15,652 | $334.6K | 0.00% | −26−0.2% | Reduced |
| SG Americas Securities, LLC | 15,931 | $341.0K | 0.00% | +2,647+19.9% | Added |
| Bank of Montreal | 16,833 | $355.0K | 0.00% | +987+6.2% | Added |
| Neuberger Berman Group LLC | 16,826 | $359.9K | 0.00% | +671+4.2% | Added |
| State of Wyoming | 18,308 | $391.6K | 0.06% | +15,929+669.6% | Added |
| Vident Advisory, LLC | 19,340 | $413.7K | 0.01% | +2,228+13.0% | Added |
| Mackenzie Financial Corp | 19,468 | $416.4K | 0.00% | +7,490+62.5% | Added |
| Monument Capital Management | 19,661 | $420.5K | 0.12% | +19,661 | New |
| Public Employees Retirement Association of Colorado | 19,768 | $423.0K | 0.00% | 00.0% | Unchanged |