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Boyd Watterson Asset Management’s Urban Edge Properties UE Stock Holding History

Boyd Watterson 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
2026
Q1 		$400 Hold
20
– – ﹤0.01% 380
2025
Q4 		$384 Hold
20
– – ﹤0.01% 412
2025
Q3 		$409 Hold
20
– – ﹤0.01% 408
2025
Q2 		$373 Hold
20
– – ﹤0.01% 412
2025
Q1 		$380 Hold
20
– – ﹤0.01% 416
2024
Q4 		$430 Hold
20
– – ﹤0.01% 421
2024
Q3 		$428 Hold
20
– – ﹤0.01% 424
2024
Q2 		$369 Hold
20
– – ﹤0.01% 430
2024
Q1 		$345 Hold
20
– – ﹤0.01% 428
2023
Q4 		$366 Hold
20
– – ﹤0.01% 410
2023
Q3 		$305 Hold
20
– – ﹤0.01% 410
2023
Q2 		$309 Hold
20
– – ﹤0.01% 412
2023
Q1 		$301 Hold
20
– – ﹤0.01% 415
2022
Q4 		$282 Buy
+20
New +$287 ﹤0.01% 418

Other funds holding UE

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return