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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 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.

Institutional holdersQ4 2024: 236 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 2024: $2.58B
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 2024

Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q3 2024.

Institutions holding UE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc415$8.92K0.00%+406+4,511.1%Added
Capital Analysts, LLC395$8.00K0.00%00.0%Unchanged
Quest Partners LLC365$7.85K0.00%−4,345−92.3%Reduced
Rothschild Investment LLC350$7.53K0.00%+45+14.8%Added
Tortoise Investment Management, LLC340$7.31K0.00%00.0%Unchanged
Johnson Financial Group, Inc.281$5.72K0.00%+2+0.7%Added
Umb Bank N A266$5.72K0.00%00.0%Unchanged
Loomis Sayles & Co L P230$5.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC221$4.75K0.00%00.0%Unchanged
LGT Financial Advisors LLC166$3.57K0.01%00.0%Unchanged
Allworth Financial LP171$3.39K0.00%−14−7.6%Reduced
IFP Advisors, Inc142$3.05K0.00%00.0%Unchanged
Covestor Ltd120$3.00K0.00%+68+130.8%Added
Principal Securities, Inc.137$2.95K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group117$2.52K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC92$1.98K0.00%00.0%Unchanged
Global Retirement Partners, LLC89$1.91K0.00%00.0%Unchanged
Quent Capital, LLC85$1.83K0.00%+85New
Farmers & Merchants Investments Inc80$1.72K0.00%−10−11.1%Reduced
EverSource Wealth Advisors, LLC76$1.64K0.00%+43+130.3%Added
Cary Street Partner Investment Advisory LLC75$1.61K0.00%−9,560−99.2%Reduced
Cornerstone Planning Group LLC57$1.19K0.00%00.0%Unchanged
Riverview Trust Co48$1.03K0.00%00.0%Unchanged
West Branch Capital LLC47$1.01K0.00%00.0%Unchanged
Albion Financial Group25$5380.00%+25New
Kohmann Bosshard Financial Services, LLC22$4730.00%+22New
Boyd Watterson Asset Management LLC20$4300.00%00.0%Unchanged
Parkside Financial Bank & Trust16$3440.00%00.0%Unchanged
WealthTrak Capital Management LLC10$2150.00%+10New
Dunhill Financial, LLC8$1720.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$1500.00%00.0%Unchanged
Hexagon Capital Partners LLC5$1080.00%00.0%Unchanged
Sachetta, LLC5$1080.00%00.0%Unchanged
Jones Financial Companies LLLP5$1080.00%+5New
Skopos Labs, Inc.1$220.00%+1New
Hemington Wealth Management9$00.00%−3−25.0%Reduced
Wellington Management Group LLP0$00.00%−1,599,628−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−483,665−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−301,533−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−233,737−100.0%Sold out
UBS Oconnor LLC0$00.00%−190,605−100.0%Sold out
Jane Street Group, LLC0$00.00%−66,789−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−64,042−100.0%Sold out
Nebula Research & Development LLC0$00.00%−57,140−100.0%Sold out
HRT Financial LP0$00.00%−55,890−100.0%Sold out
Twinbeech Capital LP0$00.00%−52,417−100.0%Sold out
Capula Management Ltd0$00.00%−46,714−100.0%Sold out
MQS Management LLC0$00.00%−32,439−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−28,947−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−16,826−100.0%Sold out
SG Americas Securities, LLC0$00.00%−15,931−100.0%Sold out
Everence Capital Management Inc0$00.00%−13,970−100.0%Sold out
Partners Capital Investment Group, LLP0$00.00%−13,147−100.0%Sold out
Corton Capital Inc.0$00.00%−10,437−100.0%Sold out
ZWJ Investment Counsel Inc0$00.00%−10,276−100.0%Sold out
Storebrand Asset Management AS0$00.00%−7,535−100.0%Sold out
Planned Solutions, Inc.0$00.00%−4,815−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−492−100.0%Sold out
Danske Bank A/S0$00.00%−800−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−141−100.0%Sold out
Harbour Investments, Inc.0$00.00%−25−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−25−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−12−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−10−100.0%Sold out
ClariVest Asset Management LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James & Associates––––Not filed