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 2024
Institutional positions in Urban Edge Properties as of Dec 31, 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
- 236
- −2 vs. Q3 2024
- Shares held
- 119.8M
- +2.65M (+2.3%) vs. Q3 2024
- Total value
- $2.58B
- +$69.7M (+2.8%) vs. Q3 2024
- New holders
- 27
- 123 more added
- Sold out
- 29
- 48 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | −3−25.0% | Reduced |
| Skopos Labs, Inc. | 1 | $22 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 5 | $108 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $108 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $108 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $150 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $172 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $215 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 16 | $344 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 20 | $430 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 22 | $473 | 0.00% | +22 | New |
| Albion Financial Group | 25 | $538 | 0.00% | +25 | New |
| West Branch Capital LLC | 47 | $1.01K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 48 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 75 | $1.61K | 0.00% | −9,560−99.2% | Reduced |
| EverSource Wealth Advisors, LLC | 76 | $1.64K | 0.00% | +43+130.3% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.72K | 0.00% | −10−11.1% | Reduced |
| Quent Capital, LLC | 85 | $1.83K | 0.00% | +85 | New |
| Global Retirement Partners, LLC | 89 | $1.91K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.98K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $2.52K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 137 | $2.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $3.00K | 0.00% | +68+130.8% | Added |
| IFP Advisors, Inc | 142 | $3.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 171 | $3.39K | 0.00% | −14−7.6% | Reduced |
| LGT Financial Advisors LLC | 166 | $3.57K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 221 | $4.75K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 230 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 281 | $5.72K | 0.00% | +2+0.7% | Added |
| Umb Bank N A | 266 | $5.72K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 340 | $7.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 350 | $7.53K | 0.00% | +45+14.8% | Added |
| Quest Partners LLC | 365 | $7.85K | 0.00% | −4,345−92.3% | Reduced |
| Capital Analysts, LLC | 395 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 415 | $8.92K | 0.00% | +406+4,511.1% | Added |
| Huntington National Bank | 485 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 576 | $12.0K | 0.00% | +8+1.4% | Added |
| Bessemer Group Inc | 552 | $12.0K | 0.00% | +202+57.7% | Added |
| Parallel Advisors, LLC | 581 | $12.5K | 0.00% | −71−10.9% | Reduced |
| Optiver Holding B.V. | 613 | $13.2K | 0.00% | +433+240.6% | Added |
| SRS Capital Advisors, Inc. | 617 | $13.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 649 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 683 | $14.7K | 0.00% | +46+7.2% | Added |
| Hilltop National Bank | 684 | $14.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 700 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 751 | $16.1K | 0.00% | +9+1.2% | Added |
| Fifth Third Bancorp | 868 | $18.7K | 0.00% | +24+2.8% | Added |
| Point72 Hong Kong Ltd | 918 | $19.7K | 0.00% | +918 | New |
| Advisor Group Holdings, Inc. | 975 | $21.0K | 0.00% | −49−4.8% | Reduced |
| US Bancorp | 2,139 | $46.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,205 | $47.4K | 0.00% | +2,205 | New |
| Quarry LP | 2,279 | $49.0K | 0.01% | +2,279 | New |
| Smartleaf Asset Management LLC | 2,367 | $50.4K | 0.01% | +1,029+76.9% | Added |
| CWM, LLC | 2,593 | $56.0K | 0.00% | +214+9.0% | Added |
| Ronald Blue Trust, Inc. | 2,704 | $58.1K | 0.00% | −5,243−66.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,706 | $58.2K | 0.00% | −854−24.0% | Reduced |
| Signaturefd, LLC | 2,788 | $59.9K | 0.00% | −15−0.5% | Reduced |
| GAMMA Investing LLC | 3,134 | $67.4K | 0.01% | +394+14.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,386 | $72.4K | 0.00% | −1,226−26.6% | Reduced |
| FIL Ltd | 3,390 | $72.9K | 0.00% | +336+11.0% | Added |
| Sterling Capital Management LLC | 3,969 | $85.3K | 0.00% | +3,555+858.7% | Added |
| Quadrant Capital Group LLC | 4,045 | $87.0K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 4,226 | $90.9K | 0.01% | +4,226 | New |
| USA Financial Portformulas Corp | 4,322 | $92.9K | 0.01% | +4,322 | New |
| KBC Group NV | 5,141 | $111.0K | 0.00% | +1,524+42.1% | Added |
| The PNC Financial Services Group, Inc. | 5,754 | $123.7K | 0.00% | +12+0.2% | Added |
| Cary Street Partners Financial LLC | 9,560 | $205.5K | 0.01% | +9,560 | New |
| Gotham Asset Management, LLC | 9,561 | $205.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,649 | $207.5K | 0.00% | +22+0.2% | Added |
| Custom Index Systems, LLC | 9,924 | $213.4K | 0.11% | +9,924 | New |
| First Manhattan Co | 10,317 | $221.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,287 | $232.1K | 0.00% | −453−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 11,248 | $241.8K | 0.00% | +11,248 | New |
| Creative Planning | 11,323 | $243.5K | 0.00% | +195+1.8% | Added |
| Contravisory Investment Management, Inc. | 11,417 | $245.5K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,787 | $253.4K | 0.00% | +11,787 | New |
| Engineers Gate Manager LP | 11,839 | $254.5K | 0.00% | +856+7.8% | Added |
| State of Wisconsin Investment Board | 11,902 | $255.9K | 0.00% | +1,742+17.1% | Added |
| Mercer Global Advisors Inc | 12,154 | $261.3K | 0.00% | +12,154 | New |
| M&T Bank Corp | 13,062 | $280.8K | 0.00% | +176+1.4% | Added |
| Ameritas Investment Partners, Inc. | 13,176 | $283.3K | 0.01% | +778+6.3% | Added |
| Metis Global Partners, LLC | 13,916 | $299.2K | 0.01% | +1,420+11.4% | Added |
| Virtus Investment Advisers, Inc. | 14,000 | $301.0K | 0.24% | +14,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 14,007 | $301.2K | 0.00% | −12,410−47.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,192 | $305.1K | 0.00% | +33+0.2% | Added |
| State of Wyoming | 14,740 | $316.9K | 0.04% | −3,568−19.5% | Reduced |
| Vident Advisory, LLC | 15,452 | $332.3K | 0.01% | −3,888−20.1% | Reduced |
| Farther Finance Advisors, LLC | 16,825 | $361.7K | 0.01% | −4,338−20.5% | Reduced |
| Mariner, LLC | 16,948 | $364.4K | 0.00% | +1,296+8.3% | Added |
| Aster Capital Management (DIFC) Ltd | 16,971 | $364.9K | 0.14% | +16,971 | New |
| Nissay Asset Management Corp | 17,792 | $380.2K | 0.00% | +2,232+14.3% | Added |
| Bank of Montreal | 17,911 | $385.1K | 0.00% | +1,078+6.4% | Added |
| Pathstone Holdings, LLC | 19,278 | $414.5K | 0.00% | −958−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 19,768 | $425.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 19,898 | $427.8K | 0.00% | +10+0.1% | Added |
| Monument Capital Management | 20,083 | $431.8K | 0.12% | +422+2.1% | Added |
| Bailard, Inc. | 20,300 | $436.4K | 0.01% | −5,200−20.4% | Reduced |
| Entropy Technologies, LP | 20,457 | $439.8K | 0.05% | +10,818+112.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,562 | $442.1K | 0.03% | +20,562 | New |