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Belpointe Asset Management’s Urban Edge Properties UE Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,180
Closed -$17.8K – 3208
2023
Q1 		$17.8K Buy
1,180
+890
+307% +$13.4K ﹤0.01% 2372
2022
Q4 		$4.09K Buy
+290
New +$4.17K ﹤0.01% 3004

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Belpointe Asset Management's UE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Urban Edge Properties (UE) in Q2 2023, closing a stake of 1,180 shares — an estimated $17.8K sold.

Belpointe Asset Management first reported a position in UE in Q4 2022 and held it in 2 quarters. The position peaked at $17.8K in Q1 2023. 183 funds tracked by Wall St. Rank hold UE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Urban Edge Properties position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,180 Urban Edge Properties shares in Q2 2023, an estimated $17.8K.
  • Belpointe Asset Management first reported a position in Urban Edge Properties in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Urban Edge Properties position peaked at $17.8K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.