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Ameritas Advisory Services’s Urban Edge Properties UE Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-119
Closed -$2.44K – 2034
2025
Q3 		$2.44K Hold
119
– – ﹤0.01% 1961
2025
Q2 		$2.22K Buy
+119
New +$2.18K ﹤0.01% 2457
2023
Q2 		– Sell
-119
Closed -$1.79K – 2386
2023
Q1 		$1.79K Buy
+119
New +$1.79K ﹤0.01% 2420

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameritas Advisory Services's UE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Urban Edge Properties (UE) in Q4 2025, closing a stake of 119 shares — an estimated $2.44K sold.

Ameritas Advisory Services first reported a position in UE in Q1 2023 and held it in 3 quarters. The position peaked at $2.44K in Q3 2025. 234 funds tracked by Wall St. Rank hold UE as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Urban Edge Properties position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 119 Urban Edge Properties shares in Q4 2025, an estimated $2.44K.
  • Ameritas Advisory Services first reported a position in Urban Edge Properties in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Urban Edge Properties position peaked at $2.44K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.