Annis Gardner Whiting Capital Advisors’s Urban Edge Properties UE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-92	Closed	-$1.84K	–	1191
2026 Q1	$1.84K	Hold	92	–	–	﹤0.01%	1066
2025 Q4	$1.77K	Hold	92	–	–	﹤0.01%	974
2025 Q3	$1.88K	Hold	92	–	–	﹤0.01%	892
2025 Q2	$1.72K	Hold	92	–	–	﹤0.01%	983
2025 Q1	$1.75K	Hold	92	–	–	﹤0.01%	691
2024 Q4	$1.98K	Hold	92	–	–	﹤0.01%	691
2024 Q3	$1.97K	Hold	92	–	–	﹤0.01%	703
2024 Q2	$1.7K	Hold	92	–	–	﹤0.01%	861
2024 Q1	$1.59K	Hold	92	–	–	﹤0.01%	857
2023 Q4	$1.68K	Hold	92	–	–	﹤0.01%	642
2023 Q3	$1.4K	Buy	+92	New	+$1.51K	﹤0.01%	632

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

Annis Gardner Whiting Capital Advisors's UE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Urban Edge Properties (UE) in Q2 2026, closing a stake of 92 shares — an estimated $1.84K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UE in Q3 2023 and held it in 11 quarters. The position peaked at $1.98K in Q4 2024. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Urban Edge Properties position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 92 Urban Edge Properties shares in Q2 2026, an estimated $1.84K.
Annis Gardner Whiting Capital Advisors first reported a position in Urban Edge Properties in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Urban Edge Properties position peaked at $1.98K in Q4 2024.
273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.