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 2025
Institutional positions in Urban Edge Properties as of Dec 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
- 234
- −7 vs. Q3 2025
- Shares held
- 121.4M
- −412.2K (−0.3%) vs. Q3 2025
- Total value
- $2.33B
- −$163.4M (−6.6%) vs. Q3 2025
- New holders
- 29
- 86 more added
- Sold out
- 36
- 76 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $96 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 7 | $136 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 8 | $146 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 10 | $192 | 0.00% | +10 | New |
| Northwestern Mutual Wealth Management Co | 12 | $230 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $230 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $249 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $249 | 0.00% | +13 | New |
| Ankerstar Wealth, LLC | 18 | $345 | 0.00% | +18 | New |
| Boyd Watterson Asset Management LLC | 20 | $384 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $384 | 0.00% | +5+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 21 | $403 | 0.00% | +21 | New |
| International Assets Investment Management, LLC | 23 | $441 | 0.00% | +23 | New |
| Albion Financial Group | 25 | $480 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $576 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31 | $595 | 0.00% | −2,499−98.8% | Reduced |
| Country Trust Bank | 35 | $672 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $768 | 0.00% | −50−55.6% | Reduced |
| West Branch Capital LLC | 47 | $902 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 49 | $940 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 51 | $979 | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 57 | $1.07K | 0.00% | +52+1,040.0% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 85 | $1.63K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.77K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 117 | $2.25K | 0.00% | +117 | New |
| Assetmark, Inc | 127 | $2.44K | 0.00% | +9+7.6% | Added |
| Allworth Financial LP | 174 | $3.34K | 0.00% | +36+26.1% | Added |
| Advisor Group Holdings, Inc. | 194 | $3.73K | 0.00% | −65−25.1% | Reduced |
| Essential Partners LLC | 201 | $3.86K | 0.00% | −107−34.7% | Reduced |
| McIlrath & Eck, LLC | 221 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 226 | $4.34K | 0.00% | −92−28.9% | Reduced |
| Rothschild Investment LLC | 269 | $5.16K | 0.00% | +29+12.1% | Added |
| Parkside Financial Bank & Trust | 341 | $6.54K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 395 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 431 | $8.27K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 462 | $9.00K | 0.00% | −8−1.7% | Reduced |
| Sound Income Strategies, LLC | 563 | $10.7K | 0.00% | +563 | New |
| Aster Capital Management (DIFC) Ltd | 608 | $11.7K | 0.01% | −1,084−64.1% | Reduced |
| Hilltop National Bank | 684 | $13.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 684 | $13.1K | 0.00% | +199+41.0% | Added |
| IFP Advisors, Inc | 690 | $13.2K | 0.00% | +194+39.1% | Added |
| Rockefeller Capital Management L.P. | 788 | $15.1K | 0.00% | −240−23.3% | Reduced |
| Massmutual Trust Co FSB | 821 | $15.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 823 | $15.8K | 0.00% | +446+118.3% | Added |
| Fifth Third Bancorp | 915 | $17.6K | 0.00% | +43+4.9% | Added |
| EverSource Wealth Advisors, LLC | 1,064 | $20.4K | 0.00% | −69−6.1% | Reduced |
| Bessemer Group Inc | 1,042 | $21.0K | 0.00% | −50,087−98.0% | Reduced |
| Salomon & Ludwin, LLC | 1,246 | $23.4K | 0.00% | +365+41.4% | Added |
| SRS Capital Advisors, Inc. | 1,299 | $24.9K | 0.00% | −825−38.8% | Reduced |
| Global Retirement Partners, LLC | 1,369 | $26.3K | 0.00% | +1,307+2,108.1% | Added |
| Smartleaf Asset Management LLC | 1,903 | $36.9K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,084 | $40.0K | 0.00% | +7+0.3% | Added |
| US Bancorp | 2,139 | $41.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,636 | $50.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,381 | $64.9K | 0.00% | −128−3.6% | Reduced |
| MAI Capital Management | 3,620 | $69.5K | 0.00% | +100+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,677 | $70.6K | 0.00% | +922+33.5% | Added |
| KBC Group NV | 3,736 | $72.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,851 | $74.5K | 0.00% | +3,851 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,164 | $79.9K | 0.01% | +4,164 | New |
| Versant Capital Management, Inc | 4,246 | $81.5K | 0.01% | −108−2.5% | Reduced |
| Vestcor Inc | 4,543 | $87.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,614 | $89.0K | 0.00% | +288+6.7% | Added |
| FIL Ltd | 4,784 | $91.8K | 0.00% | −627−11.6% | Reduced |
| GAMMA Investing LLC | 6,194 | $118.9K | 0.01% | −441−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,303 | $121.0K | 0.00% | +917+17.0% | Added |
| Sterling Capital Management LLC | 7,351 | $141.1K | 0.00% | −1,463−16.6% | Reduced |
| CWM, LLC | 7,809 | $150.0K | 0.00% | −127−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,470 | $162.5K | 0.00% | +906+12.0% | Added |
| Virtus Investment Advisers, Inc. | 8,482 | $162.8K | 0.04% | +31+0.4% | Added |
| Ensign Peak Advisors, Inc | 9,936 | $190.7K | 0.00% | −25,400−71.9% | Reduced |
| Xponance, Inc. | 10,062 | $193.1K | 0.00% | +77+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 10,164 | $195.0K | 0.00% | +2,184+27.4% | Added |
| Ameritas Investment Partners, Inc. | 10,634 | $204.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,677 | $204.9K | 0.00% | +10,677 | New |
| Profund Advisors LLC | 10,730 | $205.9K | 0.01% | +10,730 | New |
| Susquehanna International Group, LLP | 10,737 | $206.0K | 0.00% | +10,737 | New |
| Neuberger Berman Group LLC | 11,367 | $218.1K | 0.00% | +1,085+10.6% | Added |
| Summit Global Investments | 11,411 | $219.0K | 0.01% | −79−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 12,063 | $231.5K | 0.00% | +12,063 | New |
| Bank of Montreal | 12,275 | $235.6K | 0.00% | −393−3.1% | Reduced |
| Quest Partners LLC | 13,015 | $249.8K | 0.01% | +6,091+88.0% | Added |
| ZWJ Investment Counsel Inc | 13,041 | $250.3K | 0.01% | +941+7.8% | Added |
| Partners Capital Investment Group, LLP | 13,147 | $252.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,336 | $255.9K | 0.01% | −34−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 13,969 | $268.1K | 0.00% | +13,969 | New |
| Hantz Financial Services, Inc. | 14,374 | $276.0K | 0.00% | +12,120+537.7% | Added |
| Mutual of America Capital Management LLC | 14,384 | $276.0K | 0.00% | +293+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 14,799 | $282.7K | 0.00% | +1,304+9.7% | Added |
| JustInvest LLC | 14,810 | $284.2K | 0.00% | −56−0.4% | Reduced |
| M&T Bank Corp | 15,433 | $296.2K | 0.00% | +15,433 | New |
| James Investment Research Inc | 15,627 | $299.9K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,031 | $307.6K | 0.00% | +1,611+11.2% | Added |
| Gsa Capital Partners LLP | 16,187 | $311.0K | 0.03% | −1,798−10.0% | Reduced |
| Pathstone Holdings, LLC | 16,980 | $325.8K | 0.00% | −3,206−15.9% | Reduced |
| Creative Planning | 17,301 | $332.0K | 0.00% | −1,028−5.6% | Reduced |
| Maryland State Retirement & Pension System | 18,419 | $353.5K | 0.01% | +335+1.9% | Added |