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 Q2	$9K	Hold	395	–	–	﹤0.01%	1317
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 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

Capital Analysts LLC's UE Position: Q2 2026 in Review

Capital Analysts LLC held its Urban Edge Properties (UE) position steady in Q2 2026 at 395 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Capital Analysts LLC first reported a position in UE in Q3 2022 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

Capital Analysts LLC held 395 shares of Urban Edge Properties worth $9K as of Q2 2026.
Capital Analysts LLC left its Urban Edge Properties share count unchanged in Q2 2026.
Urban Edge Properties made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1317 holding.
Capital Analysts LLC first reported a position in Urban Edge Properties in Q3 2022 and has held it in 16 quarters since.
273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.