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Capital Analysts LLC’s Urban Edge Properties UE Stock Holding History

Capital Analysts LLC’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 		$8K Hold
395
– – ﹤0.01% 1304
2025
Q4 		$8K Hold
395
– – ﹤0.01% 1279
2025
Q3 		$8K Hold
395
– – ﹤0.01% 1249
2025
Q2 		$7K Hold
395
– – ﹤0.01% 1207
2025
Q1 		$8K Hold
395
– – ﹤0.01% 1172
2024
Q4 		$8K Hold
395
– – ﹤0.01% 1108
2024
Q3 		$8K Hold
395
– – ﹤0.01% 1072
2024
Q2 		$7K Hold
395
– – ﹤0.01% 1013
2024
Q1 		$7K Hold
395
– – ﹤0.01% 965
2023
Q4 		$7K Hold
395
– – ﹤0.01% 940
2023
Q3 		$6K Hold
395
– – ﹤0.01% 962
2023
Q2 		$6K Hold
395
– – ﹤0.01% 877
2023
Q1 		$6K Hold
395
– – ﹤0.01% 853
2022
Q4 		$6K Hold
395
– – ﹤0.01% 901
2022
Q3 		$5K Buy
+395
New +$6.16K ﹤0.01% 894

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