Charles Schwab
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Charles Schwab’s Urban Edge Properties UE Stock Holding History

Charles Schwab’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 		$60.8M Buy
2,658,155
+86,768
+3% +$1.91M 0.01% 1110
2026
Q1 		$51.4M Buy
2,571,387
+57,182
+2% +$1.15M 0.01% 1132
2025
Q4 		$48.2M Buy
2,514,205
+104,973
+4% +$2.04M 0.01% 1183
2025
Q3 		$49.3M Buy
2,409,232
+40,412
+2% +$805K 0.01% 1172
2025
Q2 		$44.2M Buy
2,368,820
+36,913
+2% +$675K 0.01% 1175
2025
Q1 		$44.3M Sell
2,331,907
-14,792
-0.6% -$296K 0.01% 1156
2024
Q4 		$50.5M Buy
2,346,699
+75,498
+3% +$1.68M 0.01% 1124
2024
Q3 		$48.6M Buy
2,271,201
+101,111
+5% +$2.03M 0.01% 1142
2024
Q2 		$40.1M Buy
2,170,090
+53,886
+3% +$925K 0.01% 1220
2024
Q1 		$36.5M Sell
2,116,204
-16,145
-0.8% -$279K 0.01% 1223
2023
Q4 		$39M Buy
2,132,349
+41,478
+2% +$683K 0.01% 1162
2023
Q3 		$31.9M Buy
2,090,871
+122,998
+6% +$2.01M 0.01% 1186
2023
Q2 		$30.4M Buy
1,967,873
+42,802
+2% +$617K 0.01% 1204
2023
Q1 		$29M Buy
1,925,071
+46,860
+2% +$705K 0.01% 1193
2022
Q4 		$26.5M Buy
1,878,211
+64,414
+4% +$925K 0.01% 1231
2022
Q3 		$24.2M Buy
1,813,797
+111,359
+7% +$1.74M 0.01% 1244
2022
Q2 		$25.9M Buy
1,702,438
+10,004
+0.6% +$179K 0.01% 1207
2022
Q1 		$32.3M Buy
1,692,434
+55,638
+3% +$1.03M 0.01% 1173
2021
Q4 		$31.1M Buy
1,636,796
+36,240
+2% +$664K 0.01% 1235
2021
Q3 		$29.3M Sell
1,600,556
-32,199
-2% -$600K 0.01% 1248
2021
Q2 		$31.2M Buy
1,632,755
+42
+0% +$792 0.01% 1211
2021
Q1 		$27M Buy
1,632,713
+100,546
+7% +$1.58M 0.01% 1277
2020
Q4 		$19.8M Buy
1,532,167
+33,556
+2% +$403K 0.01% 1416
2020
Q3 		$14.6M Buy
1,498,611
+24,623
+2% +$262K 0.01% 1427
2020
Q2 		$17.5M Sell
1,473,988
-593,374
-29% -$5.95M 0.01% 1273
2020
Q1 		$18.2M Buy
2,067,362
+145,859
+8% +$2.4M 0.01% 1081
2019
Q4 		$36.9M Buy
1,921,503
+54,786
+3% +$1.11M 0.02% 811
2019
Q3 		$36.9M Buy
1,866,717
+15,711
+0.8% +$279K 0.02% 756
2019
Q2 		$32.1M Buy
1,851,006
+139,247
+8% +$2.54M 0.02% 828
2019
Q1 		$32.5M Buy
1,711,759
+105,130
+7% +$2.03M 0.02% 804
2018
Q4 		$26.7M Buy
1,606,629
+35,519
+2% +$700K 0.02% 803
2018
Q3 		$34.7M Buy
1,571,110
+178,121
+13% +$4.01M 0.02% 747
2018
Q2 		$31.9M Buy
1,392,989
+103,446
+8% +$2.21M 0.02% 739
2018
Q1 		$27.5M Buy
1,289,543
+93,947
+8% +$2.11M 0.02% 795
2017
Q4 		$30.5M Buy
1,195,596
+101,310
+9% +$2.52M 0.02% 698
2017
Q3 		$26.4M Buy
1,094,286
+147,323
+16% +$3.66M 0.02% 713
2017
Q2 		$22.5M Buy
946,963
+129,556
+16% +$3.26M 0.02% 775
2017
Q1 		$21.5M Buy
817,407
+52,663
+7% +$1.44M 0.02% 786
2016
Q4 		$21M Buy
764,744
+36,531
+5% +$969K 0.02% 732
2016
Q3 		$20.5M Buy
728,213
+44,904
+7% +$1.3M 0.02% 669
2016
Q2 		$20.4M Buy
683,309
+69,398
+11% +$1.86M 0.03% 629
2016
Q1 		$15.9M Buy
613,911
+12,573
+2% +$303K 0.02% 749
2015
Q4 		$14.1M Buy
601,338
+65,036
+12% +$1.52M 0.02% 809
2015
Q3 		$11.6M Sell
536,302
-36,490
-6% -$780K 0.02% 896
2015
Q2 		$11.9M Buy
572,792
+204,697
+56% +$4.61M 0.02% 893
2015
Q1 		$8.72M Buy
+368,095
New +$8.8M 0.01% 1094

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
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

Charles Schwab's UE Position: Q2 2026 in Review

Charles Schwab increased its Urban Edge Properties (UE) stake by 3.4% in Q2 2026, buying an estimated $1.91M and bringing the position to 2,658,155 shares worth $60.8M. The position accounts for 0.01% of the portfolio, ranked #1110.

Charles Schwab first reported a position in UE in Q1 2015 and has held it in 46 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Charles Schwab held 2,658,155 shares of Urban Edge Properties worth $60.8M as of Q2 2026.
  • Charles Schwab bought 86,768 Urban Edge Properties shares in Q2 2026, an estimated $1.91M.
  • Urban Edge Properties made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1110 holding.
  • Charles Schwab first reported a position in Urban Edge Properties in Q1 2015 and has held it in 46 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.