Blue Trust Inc’s Urban Edge Properties UE Stock Holding History

Blue Trust Inc’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 Q1	$180	Buy	+9	New	+$181	﹤0.01%	2419
2025 Q4	–	Sell	-2,995	Closed	-$61.3K	–	2730
2025 Q3	$61.3K	Hold	2,995	–	–	﹤0.01%	1311
2025 Q2	$55.9K	Buy	2,995 +13	+0.4%	+$238	﹤0.01%	1407
2025 Q1	$56.7K	Buy	2,982 +278	+10%	+$5.56K	﹤0.01%	1284
2024 Q4	$58.1K	Sell	2,704 -5,243	-66%	-$117K	﹤0.01%	1200
2024 Q3	$147K	Buy	7,947 +7,132	+875%	+$143K	﹤0.01%	1018
2024 Q2	$14.1K	Buy	815 +796	+4,189%	+$13.7K	﹤0.01%	1808
2024 Q1	$328	Buy	+19	New	+$329	﹤0.01%	2040
2022 Q4	–	Sell	-12	Closed	–	–	2482
2022 Q3	$0	Hold	12	–	–	﹤0.01%	2330
2022 Q2	$0	Buy	+12	New	+$214	﹤0.01%	2011

Other funds holding UE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return