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Albion Financial Group’s Urban Edge Properties UE Stock Holding History

Albion Financial Group’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 		$344 Sell
15
-10
-40% -$221 ﹤0.01% 621
2026
Q1 		$500 Hold
25
– – ﹤0.01% 683
2025
Q4 		$480 Hold
25
– – ﹤0.01% 610
2025
Q3 		$512 Hold
25
– – ﹤0.01% 612
2025
Q2 		$467 Hold
25
– – ﹤0.01% 545
2025
Q1 		$475 Hold
25
– – ﹤0.01% 562
2024
Q4 		$538 Buy
+25
New +$556 ﹤0.01% 636

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
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

Albion Financial Group's UE Position: Q2 2026 in Review

Albion Financial Group reduced its Urban Edge Properties (UE) stake by 40% in Q2 2026, selling an estimated $221 and leaving 15 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Albion Financial Group first reported a position in UE in Q4 2024 and has held it in 7 quarters since. The position peaked at $538 in Q4 2024. 274 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Albion Financial Group held 15 shares of Urban Edge Properties worth $344 as of Q2 2026.
  • Albion Financial Group sold 10 Urban Edge Properties shares in Q2 2026, an estimated $221.
  • Urban Edge Properties made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #621 holding.
  • Albion Financial Group first reported a position in Urban Edge Properties in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's Urban Edge Properties position peaked at $538 in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.