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Allworth Financial’s Urban Edge Properties UE Stock Holding History

Allworth Financial’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 		$28.8K Buy
1,260
+591
+88% +$13K ﹤0.01% 2907
2026
Q1 		$13.4K Buy
669
+495
+284% +$9.95K ﹤0.01% 3291
2025
Q4 		$3.34K Buy
174
+36
+26% +$699 ﹤0.01% 3924
2025
Q3 		$2.83K Buy
138
+57
+70% +$1.14K ﹤0.01% 3846
2025
Q2 		$1.51K Buy
81
+7
+9% +$128 ﹤0.01% 3819
2025
Q1 		$1.36K Sell
74
-97
-57% -$1.94K ﹤0.01% 3358
2024
Q4 		$3.39K Sell
171
-14
-8% -$311 ﹤0.01% 2934
2024
Q3 		$3.96K Buy
185
+119
+180% +$2.39K ﹤0.01% 2674
2024
Q2 		$1.29K Hold
66
– – ﹤0.01% 3078
2024
Q1 		$1.14K Sell
66
-9
-12% -$156 ﹤0.01% 3038
2023
Q4 		$1.37K Sell
75
-85
-53% -$1.4K ﹤0.01% 2839
2023
Q3 		$2.44K Buy
+160
New +$2.62K ﹤0.01% 2450
2022
Q4 		– Sell
-123
Closed -$2K – 3203
2022
Q3 		$2K Buy
+123
New +$1.92K ﹤0.01% 2238

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

Allworth Financial's UE Position: Q2 2026 in Review

Allworth Financial increased its Urban Edge Properties (UE) stake by 88% in Q2 2026, buying an estimated $13K and bringing the position to 1,260 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Allworth Financial first reported a position in UE in Q3 2022 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Allworth Financial held 1,260 shares of Urban Edge Properties worth $28.8K as of Q2 2026.
  • Allworth Financial bought 591 Urban Edge Properties shares in Q2 2026, an estimated $13K.
  • Urban Edge Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2907 holding.
  • Allworth Financial first reported a position in Urban Edge Properties in Q3 2022 and has held it in 13 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.