Action Point Financial Planning’s Urban Edge Properties UE Stock Holding History

Action Point Financial Planning’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778	Buy	+34	New	+$750	﹤0.01%	2548

Other funds holding UE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Action Point Financial Planning's UE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Urban Edge Properties (UE) in Q2 2026: 34 shares worth $778. The stake represents ﹤0.01% of the portfolio and ranks #2548 among its holdings.

272 funds tracked by Wall St. Rank hold UE as of Q2 2026.

Action Point Financial Planning held 34 shares of Urban Edge Properties worth $778 as of Q2 2026.
Urban Edge Properties was a new Action Point Financial Planning position in Q2 2026.
Urban Edge Properties made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2548 holding.
272 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.