Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Urban Edge Properties UE Stock Holding History

Carson Wealth (CWM 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 		$214K Buy
10,733
+2,924
+37% +$58.8K ﹤0.01% 2686
2025
Q4 		$150K Sell
7,809
-127
-2% -$2.46K ﹤0.01% 2787
2025
Q3 		$162K Buy
7,936
+4,442
+127% +$88.5K ﹤0.01% 2609
2025
Q2 		$65K Buy
3,494
+1,169
+50% +$21.4K ﹤0.01% 3076
2025
Q1 		$44K Sell
2,325
-268
-10% -$5.36K ﹤0.01% 3087
2024
Q4 		$56K Buy
2,593
+214
+9% +$4.76K ﹤0.01% 2719
2024
Q3 		$51K Buy
2,379
+484
+26% +$9.74K ﹤0.01% 2684
2024
Q2 		$35K Buy
1,895
+367
+24% +$6.3K ﹤0.01% 2736
2024
Q1 		$26K Sell
1,528
-151
-9% -$2.61K ﹤0.01% 2740
2023
Q4 		$31K Sell
1,679
-230
-12% -$3.79K ﹤0.01% 2496
2023
Q3 		$29K Buy
1,909
+374
+24% +$6.12K ﹤0.01% 2436
2023
Q2 		$24K Buy
1,535
+748
+95% +$10.8K ﹤0.01% 2523
2023
Q1 		$12K Buy
787
+238
+43% +$3.58K ﹤0.01% 2867
2022
Q4 		$8K Sell
549
-65
-11% -$934 ﹤0.01% 2963
2022
Q3 		$8K Sell
614
-327
-35% -$5.1K ﹤0.01% 2857
2022
Q2 		$14K Buy
941
+870
+1,225% +$15.5K ﹤0.01% 2389
2022
Q1 		$1K Buy
+71
New +$1.31K ﹤0.01% 3420
2018
Q1 		– Sell
-383
Closed -$10K – 1539
2017
Q4 		$10K Sell
383
-23
-6% -$572 ﹤0.01% 894
2017
Q3 		$10K Buy
+406
New +$10.1K ﹤0.01% 896

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Urban Edge Properties (UE) stake by 37% in Q1 2026, buying an estimated $58.8K and bringing the position to 10,733 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Carson Wealth (CWM LLC) first reported a position in UE in Q3 2017 and has held it in 19 quarters since. 249 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,733 shares of Urban Edge Properties worth $214K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,924 Urban Edge Properties shares in Q1 2026, an estimated $58.8K.
  • Urban Edge Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2686 holding.
  • Carson Wealth (CWM LLC) first reported a position in Urban Edge Properties in Q3 2017 and has held it in 19 quarters since.
  • 249 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.