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, Q1 2025
Institutional positions in Urban Edge Properties as of Mar 31, 2025. 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
- 247
- +15 vs. Q4 2024
- Shares held
- 121.6M
- +3.47M (+2.9%) vs. Q4 2024
- Total value
- $2.31B
- −$229.4M (−9.0%) vs. Q4 2024
- New holders
- 38
- 84 more added
- Sold out
- 23
- 91 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GF Fund Management Co. Ltd. | 2,365 | $44.9K | 0.00% | +160+7.3% | Added |
| CWM, LLC | 2,325 | $44.0K | 0.00% | −268−10.3% | Reduced |
| Sterling Capital Management LLC | 2,173 | $41.3K | 0.00% | −1,796−45.3% | Reduced |
| US Bancorp | 2,139 | $40.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2,011 | $38.2K | 0.00% | −1,379−40.7% | Reduced |
| Smartleaf Asset Management LLC | 2,014 | $38.1K | 0.00% | −353−14.9% | Reduced |
| Fifth Third Bancorp | 906 | $17.2K | 0.00% | +38+4.4% | Added |
| Lindbrook Capital, LLC | 732 | $13.9K | 0.00% | −19−2.5% | Reduced |
| Massmutual Trust Co FSB | 664 | $12.6K | 0.00% | −19−2.8% | Reduced |
| Huntington National Bank | 485 | $9.21K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 457 | $8.68K | 0.00% | −20,932−97.9% | Reduced |
| Parallel Advisors, LLC | 445 | $8.45K | 0.00% | −136−23.4% | Reduced |
| Umb Bank N A | 427 | $8.11K | 0.00% | +161+60.5% | Added |
| Harbor Capital Advisors, Inc. | 446 | $8.00K | 0.00% | −130−22.6% | Reduced |
| Capital Analysts, LLC | 395 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 415 | $7.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 385 | $7.32K | 0.00% | +35+10.0% | Added |
| Bessemer Group Inc | 346 | $7.00K | 0.00% | −206−37.3% | Reduced |
| Tortoise Investment Management, LLC | 340 | $6.46K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 274 | $5.21K | 0.00% | −701−71.9% | Reduced |
| EverSource Wealth Advisors, LLC | 251 | $4.77K | 0.00% | +175+230.3% | Added |
| Parkside Financial Bank & Trust | 236 | $4.48K | 0.00% | +220+1,375.0% | Added |
| McIlrath & Eck, LLC | 221 | $4.20K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 206 | $3.91K | 0.00% | +206 | New |
| Principal Securities, Inc. | 137 | $2.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $2.70K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $2.00K | 0.00% | −1−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.75K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 85 | $1.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 74 | $1.36K | 0.00% | −97−56.7% | Reduced |
| Optiver Holding B.V. | 65 | $1.24K | 0.00% | −548−89.4% | Reduced |
| Cornerstone Planning Group LLC | 57 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $969 | 0.00% | +51 | New |
| West Branch Capital LLC | 47 | $893 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $760 | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 37 | $703 | 0.00% | +37 | New |
| Albion Financial Group | 25 | $475 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 20 | $380 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $380 | 0.00% | +20 | New |
| True Wealth Design, LLC | 15 | $285 | 0.00% | +15 | New |
| Private Wealth Asset Management, LLC | 12 | $228 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 8 | $152 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $76 | 0.00% | −1−20.0% | Reduced |
| Hemington Wealth Management | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −290,903−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −109,969−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −20,457−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −20,083−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −16,971−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,007−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,323−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −9,924−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −9,561−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −9,560−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |