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, Q2 2026
Institutional positions in Urban Edge Properties as of Jun 30, 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
- 273
- +28 vs. Q1 2026
- Shares held
- 122.5M
- −2.36M (−1.9%) vs. Q1 2026
- Total value
- $2.80B
- +$307.7M (+12.3%) vs. Q1 2026
- New holders
- 46
- 99 more added
- Sold out
- 18
- 79 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Urban Edge Properties; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 15 | $0 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $115 | 0.00% | −15−75.0% | Reduced |
| Sachetta, LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $160 | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 7 | $161 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $177 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $275 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $275 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $275 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 13 | $297 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $297 | 0.00% | +13 | New |
| Fulcrum Asset Management LLP | 14 | $324 | 0.00% | +14 | New |
| Albion Financial Group | 15 | $344 | 0.00% | −10−40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 17 | $389 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 18 | $412 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18 | $412 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $412 | 0.00% | +18 | New |
| Boyd Watterson Asset Management LLC | 20 | $458 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 23 | $521 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $686 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $778 | 0.00% | +34 | New |
| Country Trust Bank | 35 | $801 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 40 | $915 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $1.00K | 0.00% | +29+362.5% | Added |
| Silver Grove Financial Group, Inc. | 47 | $1.07K | 0.00% | +47 | New |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 76 | $1.74K | 0.00% | +76 | New |
| Quent Capital, LLC | 85 | $1.95K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 94 | $2.16K | 0.00% | +64+213.3% | Added |
| Keating Financial Advisory Services, Inc. | 109 | $2.49K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 117 | $2.68K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 119 | $2.72K | 0.00% | +119 | New |
| Rossby Financial, LCC | 141 | $3.23K | 0.00% | +39+38.2% | Added |
| Clearstead Advisors, LLC | 200 | $4.58K | 0.00% | +200 | New |
| Essential Partners LLC | 219 | $5.01K | 0.00% | +61+38.6% | Added |
| Bare Financial Services, Inc | 223 | $5.10K | 0.00% | +18+8.8% | Added |
| Parkside Financial Bank & Trust | 341 | $7.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 357 | $8.17K | 0.00% | +78+28.0% | Added |
| Rothschild Investment LLC | 368 | $8.42K | 0.00% | +41+12.5% | Added |
| Capital Analysts, LLC | 395 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 403 | $9.21K | 0.00% | +403 | New |
| Assetmark, Inc | 426 | $9.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 454 | $10.4K | 0.00% | −61−11.8% | Reduced |
| EverSource Wealth Advisors, LLC | 483 | $11.1K | 0.00% | −580−54.6% | Reduced |
| Ares Financial Consulting, LLC | 497 | $11.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 502 | $11.5K | 0.00% | +502 | New |
| Mirae Asset Global Investments Co., Ltd. | 518 | $11.9K | 0.00% | −2,075−80.0% | Reduced |
| Massmutual Trust Co FSB | 530 | $12.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 647 | $14.8K | 0.00% | −32−4.7% | Reduced |
| Huntington National Bank | 684 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 684 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 780 | $18.0K | 0.00% | −52−6.3% | Reduced |
| Umb Bank N A | 798 | $18.3K | 0.00% | +36+4.7% | Added |
| Optiver Holding B.V. | 893 | $20.4K | 0.00% | +893 | New |
| Kemnay Advisory Services Inc. | 930 | $21.3K | 0.00% | −114−10.9% | Reduced |
| Salomon & Ludwin, LLC | 1,018 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,059 | $24.2K | 0.00% | −82−7.2% | Reduced |
| Allworth Financial LP | 1,260 | $28.8K | 0.00% | +591+88.3% | Added |
| Global Retirement Partners, LLC | 1,355 | $31.0K | 0.00% | +1,355 | New |
| Bessemer Group Inc | 1,460 | $33.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,523 | $35.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,603 | $36.7K | 0.00% | +1,603 | New |
| GF Fund Management Co. Ltd. | 1,704 | $39.0K | 0.00% | −199−10.5% | Reduced |
| US Bancorp | 2,204 | $50.4K | 0.00% | +35+1.6% | Added |
| Sterling Capital Management LLC | 2,608 | $59.7K | 0.00% | −1,609−38.2% | Reduced |
| Signaturefd, LLC | 2,656 | $60.8K | 0.00% | +20+0.8% | Added |
| SRS Capital Advisors, Inc. | 3,045 | $69.7K | 0.00% | +2,783+1,062.2% | Added |
| Nykredit A/S | 3,141 | $71.9K | 0.00% | +3,141 | New |
| State of Wyoming | 3,201 | $73.2K | 0.01% | −93−2.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,213 | $73.4K | 0.00% | +3,213 | New |
| Jones Financial Companies LLLP | 3,169 | $74.2K | 0.00% | +1,788+129.5% | Added |
| Farther Finance Advisors, LLC | 3,345 | $76.5K | 0.00% | +219+7.0% | Added |
| KBC Group NV | 3,736 | $85.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 4,158 | $95.1K | 0.00% | +172+4.3% | Added |
| Versant Capital Management, Inc | 4,246 | $97.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,372 | $100.0K | 0.01% | +61+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,938 | $113.0K | 0.00% | +140+2.9% | Added |
| Rockefeller Capital Management L.P. | 4,977 | $113.9K | 0.00% | +2,409+93.8% | Added |
| Tower Research Capital LLC (TRC) | 6,622 | $151.5K | 0.00% | −2,214−25.1% | Reduced |
| GAMMA Investing LLC | 7,251 | $165.9K | 0.01% | +471+6.9% | Added |
| The PNC Financial Services Group, Inc. | 7,445 | $170.3K | 0.00% | +88+1.2% | Added |
| Virtus Investment Advisers, Inc. | 8,736 | $199.9K | 0.05% | −567−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,183 | $210.1K | 0.00% | +9,183 | New |
| Everence Capital Management Inc | 9,260 | $212.0K | 0.01% | +9,260 | New |
| Cary Street Partners Financial LLC | 9,560 | $218.7K | 0.00% | +9,560 | New |
| Nomura Asset Management International Inc. | 9,796 | $224.0K | 0.00% | +9,796 | New |
| Coldstream Capital Management Inc | 9,893 | $226.4K | 0.00% | +9,893 | New |
| Ensign Peak Advisors, Inc | 9,936 | $227.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,689 | $244.6K | 0.00% | −22,114−67.4% | Reduced |
| Cantor Fitzgerald, L. P. | 11,654 | $266.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,745 | $268.7K | 0.01% | +1,111+10.4% | Added |
| ZWJ Investment Counsel Inc | 11,934 | $273.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 13,113 | $300.0K | 0.00% | +1,012+8.4% | Added |
| Partners Capital Investment Group, LLP | 13,147 | $300.8K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 13,278 | $303.8K | 0.00% | +578+4.6% | Added |
| Neuberger Berman Group LLC | 13,515 | $309.2K | 0.00% | +1,837+15.7% | Added |