Covestor’s Urban Edge Properties UE Stock Holding History

Covestor’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	$0	Hold	8	–	–	﹤0.01%	2791
2025 Q4	$0	Hold	8	–	–	﹤0.01%	2757
2025 Q3	$0	Hold	8	–	–	﹤0.01%	2798
2025 Q2	$0	Sell	8 -111	-93%	-$2.03K	﹤0.01%	2778
2025 Q1	$2K	Sell	119 -1	-0.8%	-$20	﹤0.01%	1894
2024 Q4	$3K	Buy	120 +68	+131%	+$1.51K	﹤0.01%	1831
2024 Q3	$1K	Buy	52 +9	+21%	+$181	﹤0.01%	2110
2024 Q2	$1K	Sell	43 -8	-16%	-$137	﹤0.01%	2138
2024 Q1	$1K	Buy	51 +41	+410%	+$709	﹤0.01%	2126
2023 Q4	$0	Sell	10 -1	-9%	-$16	﹤0.01%	2738
2023 Q3	$0	Sell	11 -1	-8%	-$16	﹤0.01%	2735
2023 Q2	$0	Sell	12 -1	-8%	-$14	﹤0.01%	2674
2023 Q1	$0	Hold	13	–	–	﹤0.01%	2610
2022 Q4	$0	Sell	13 -1	-7%	-$14	﹤0.01%	2628
2022 Q3	$0	Sell	14 -9	-39%	-$140	﹤0.01%	2630
2022 Q2	$0	Buy	23 +2	+10%	+$36	﹤0.01%	2381
2022 Q1	$0	Sell	21 -5	-19%	-$93	﹤0.01%	2454
2021 Q4	$1K	Buy	+26	New	+$476	﹤0.01%	1965

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Covestor's UE Position: Q1 2026 in Review

Covestor held its Urban Edge Properties (UE) position steady in Q1 2026 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Covestor first reported a position in UE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q4 2024. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

Covestor held 8 shares of Urban Edge Properties worth $0 as of Q1 2026.
Covestor left its Urban Edge Properties share count unchanged in Q1 2026.
Urban Edge Properties made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2791 holding.
Covestor first reported a position in Urban Edge Properties in Q4 2021 and has held it in 18 quarters since.
Covestor's Urban Edge Properties position peaked at $3K in Q4 2024.
248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.