Cary Street Partners Investment Advisory’s Urban Edge Properties UE Stock Holding History

Cary Street Partners Investment Advisory’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	$1.74K	Buy	+76	New	+$1.68K	﹤0.01%	731
2025 Q1	–	Sell	-75	Closed	-$1.61K	–	592
2024 Q4	$1.61K	Sell	75 -9,560	-99%	-$213K	﹤0.01%	490
2024 Q3	$206K	Buy	+9,635	New	+$194K	0.01%	727
2023 Q4	–	Sell	-9,560	Closed	-$146K	–	1729
2023 Q3	$146K	Hold	9,560	–	–	0.01%	625
2023 Q2	$148K	Hold	9,560	–	–	0.01%	583
2023 Q1	$144K	Hold	9,560	–	–	0.01%	537
2022 Q4	$135K	Buy	+9,560	New	+$137K	0.01%	534
2022 Q3	–	Sell	-9,560	Closed	-$145K	–	569
2022 Q2	$145K	Buy	+9,560	New	+$171K	0.01%	468

Other funds holding UE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's UE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Urban Edge Properties (UE) in Q2 2026: 76 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in UE as recently as Q4 2024.

Cary Street Partners Investment Advisory first reported a position in UE in Q2 2022 and has held it in 8 quarters since. The position peaked at $206K in Q3 2024. 109 funds tracked by Wall St. Rank hold UE as of Q2 2026.

Cary Street Partners Investment Advisory held 76 shares of Urban Edge Properties worth $1.74K as of Q2 2026.
Urban Edge Properties was a new Cary Street Partners Investment Advisory position in Q2 2026.
Urban Edge Properties made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #731 holding.
Cary Street Partners Investment Advisory first reported a position in Urban Edge Properties in Q2 2022 and has held it in 8 quarters since.
Cary Street Partners Investment Advisory's Urban Edge Properties position peaked at $206K in Q3 2024.
109 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.