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 2026
Institutional positions in Urban Edge Properties as of Mar 31, 2026. 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
- 249
- +18 vs. Q4 2025
- Shares held
- 125.0M
- +24.0M (+23.8%) vs. Q4 2025
- Total value
- $2.50B
- +$559.0M (+28.8%) vs. Q4 2025
- New holders
- 36
- 98 more added
- Sold out
- 18
- 71 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $40 | 0.00% | +2 | New |
| Sachetta, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7 | $140 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $142 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $154 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $180 | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 12 | $240 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $240 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 13 | $260 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 18 | $360 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18 | $360 | 0.00% | +8+80.0% | Added |
| Boyd Watterson Asset Management LLC | 20 | $400 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $400 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 23 | $457 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $500 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $599 | 0.00% | −164−84.5% | Reduced |
| Larson Financial Group LLC | 30 | $599 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 35 | $699 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 40 | $799 | 0.00% | −3,811−99.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 49 | $979 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.40K | 0.00% | −10−12.5% | Reduced |
| Quent Capital, LLC | 85 | $1.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 102 | $2.03K | 0.00% | +102 | New |
| Keating Financial Advisory Services, Inc. | 109 | $2.18K | 0.00% | +109 | New |
| Basecamp Wealth Advisors LLC | 117 | $2.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 158 | $3.16K | 0.00% | −43−21.4% | Reduced |
| Bare Financial Services, Inc | 205 | $4.10K | 0.00% | −21−9.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 216 | $4.32K | 0.00% | +216 | New |
| McIlrath & Eck, LLC | 221 | $4.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 262 | $5.24K | 0.00% | −1,037−79.8% | Reduced |
| Zions Bancorporation, National Association | 279 | $5.57K | 0.00% | +228+447.1% | Added |
| Root Financial Partners, LLC | 305 | $6.09K | 0.00% | +292+2,246.2% | Added |
| Rothschild Investment LLC | 327 | $6.53K | 0.00% | +58+21.6% | Added |
| Parkside Financial Bank & Trust | 341 | $6.81K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 395 | $8.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 426 | $8.51K | 0.00% | +299+235.4% | Added |
| Ares Financial Consulting, LLC | 497 | $9.88K | 0.01% | +497 | New |
| Parallel Advisors, LLC | 515 | $10.3K | 0.00% | +84+19.5% | Added |
| Massmutual Trust Co FSB | 530 | $10.6K | 0.00% | −291−35.4% | Reduced |
| Sound Income Strategies, LLC | 569 | $11.3K | 0.00% | +6+1.1% | Added |
| Aster Capital Management (DIFC) Ltd | 608 | $11.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 669 | $13.4K | 0.00% | +495+284.5% | Added |
| IFP Advisors, Inc | 679 | $13.6K | 0.00% | −11−1.6% | Reduced |
| Hilltop National Bank | 684 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 684 | $13.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 762 | $15.2K | 0.00% | −61−7.4% | Reduced |
| Harbor Capital Advisors, Inc. | 832 | $17.0K | 0.00% | +370+80.1% | Added |
| Salomon & Ludwin, LLC | 1,018 | $20.7K | 0.00% | −228−18.3% | Reduced |
| Kemnay Advisory Services Inc. | 1,044 | $20.9K | 0.00% | +1,044 | New |
| EverSource Wealth Advisors, LLC | 1,063 | $21.2K | 0.00% | −1−0.1% | Reduced |
| Fifth Third Bancorp | 1,141 | $22.8K | 0.00% | +226+24.7% | Added |
| Jones Financial Companies LLLP | 1,381 | $27.6K | 0.00% | +1,341+3,352.5% | Added |
| Bessemer Group Inc | 1,460 | $29.0K | 0.00% | +418+40.1% | Added |
| Smartleaf Asset Management LLC | 1,523 | $30.5K | 0.00% | −380−20.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,903 | $38.0K | 0.00% | −181−8.7% | Reduced |
| US Bancorp | 2,169 | $43.3K | 0.00% | +30+1.4% | Added |
| Rockefeller Capital Management L.P. | 2,568 | $51.3K | 0.00% | +1,780+225.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,593 | $51.8K | 0.00% | −1,084−29.5% | Reduced |
| Signaturefd, LLC | 2,636 | $52.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,710 | $54.1K | 0.00% | −910−25.1% | Reduced |
| Farther Finance Advisors, LLC | 3,126 | $62.2K | 0.00% | −255−7.5% | Reduced |
| State of Wyoming | 3,294 | $65.8K | 0.01% | +3,294 | New |
| KBC Group NV | 3,736 | $75.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 3,986 | $79.6K | 0.00% | −798−16.7% | Reduced |
| Sterling Capital Management LLC | 4,217 | $84.3K | 0.00% | −3,134−42.6% | Reduced |
| Versant Capital Management, Inc | 4,246 | $84.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,311 | $86.1K | 0.01% | +147+3.5% | Added |
| Wolverine Asset Management LLC | 4,619 | $92.3K | 0.00% | −88,821−95.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,798 | $95.9K | 0.00% | +184+4.0% | Added |
| GAMMA Investing LLC | 6,780 | $135.5K | 0.01% | +586+9.5% | Added |
| The PNC Financial Services Group, Inc. | 7,357 | $147.0K | 0.00% | −1,113−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,836 | $176.5K | 0.00% | +2,533+40.2% | Added |
| Virtus Investment Advisers, Inc. | 9,303 | $185.9K | 0.05% | +821+9.7% | Added |
| Ensign Peak Advisors, Inc | 9,936 | $198.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,634 | $212.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 10,733 | $214.4K | 0.00% | +2,924+37.4% | Added |
| Cantor Fitzgerald, L. P. | 11,654 | $232.8K | 0.01% | +11,654 | New |
| Neuberger Berman Group LLC | 11,678 | $233.3K | 0.00% | +311+2.7% | Added |
| ZWJ Investment Counsel Inc | 11,934 | $238.4K | 0.01% | −1,107−8.5% | Reduced |
| Xponance, Inc. | 12,101 | $241.8K | 0.00% | +2,039+20.3% | Added |
| State of Wisconsin Investment Board | 12,482 | $249.4K | 0.00% | +12,482 | New |
| Bank of Montreal | 12,700 | $253.7K | 0.00% | +425+3.5% | Added |
| Hantz Financial Services, Inc. | 13,031 | $260.0K | 0.00% | −1,343−9.3% | Reduced |
| Quadrant Capital Group LLC | 13,073 | $261.2K | 0.01% | −263−2.0% | Reduced |
| Partners Capital Investment Group, LLP | 13,147 | $262.7K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,294 | $285.6K | 0.00% | +3,617+33.9% | Added |
| Mutual of America Capital Management LLC | 14,414 | $288.0K | 0.00% | +30+0.2% | Added |
| JustInvest LLC | 14,961 | $298.9K | 0.00% | +151+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 15,136 | $302.4K | 0.00% | +4,972+48.9% | Added |
| M&T Bank Corp | 15,382 | $307.3K | 0.00% | −51−0.3% | Reduced |
| James Investment Research Inc | 15,649 | $312.7K | 0.04% | +22+0.1% | Added |
| Swiss Life Asset Management Ltd | 16,315 | $326.0K | 0.00% | +2,346+16.8% | Added |
| Allspring Global Investments Holdings, LLC | 16,542 | $329.0K | 0.00% | +1,743+11.8% | Added |
| Creative Planning | 16,584 | $331.3K | 0.00% | −717−4.1% | Reduced |
| Teacher Retirement System of Texas | 17,493 | $349.5K | 0.00% | +17,493 | New |
| Pathstone Holdings, LLC | 17,701 | $353.7K | 0.00% | +721+4.2% | Added |
| Allianz Asset Management GmbH | 17,887 | $357.4K | 0.00% | −100,919−84.9% | Reduced |