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Clearstead Trust’s Urban Edge Properties UE Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-33
Closed -$676 – 1522
2025
Q3 		$676 Hold
33
– – ﹤0.01% 1320
2025
Q2 		$616 Buy
+33
New +$603 ﹤0.01% 1291

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clearstead Trust's UE Position: Q4 2025 in Review

Clearstead Trust sold out of Urban Edge Properties (UE) in Q4 2025, closing a stake of 33 shares — an estimated $676 sold.

Clearstead Trust first reported a position in UE in Q2 2025 and held it in 2 quarters. The position peaked at $676 in Q3 2025. 234 funds tracked by Wall St. Rank hold UE as of Q4 2025.

  • Clearstead Trust reported no remaining Urban Edge Properties position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 33 Urban Edge Properties shares in Q4 2025, an estimated $676.
  • Clearstead Trust first reported a position in Urban Edge Properties in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Urban Edge Properties position peaked at $676 in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.