DT
UE icon

Diversified Trust’s Urban Edge Properties UE Stock Holding History

Diversified 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
2026
Q2 		$1.13M Buy
49,182
+14,446
+42% +$319K 0.02% 464
2026
Q1 		$694K Buy
+34,736
New +$698K 0.01% 580

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

Diversified Trust's UE Position: Q2 2026 in Review

Diversified Trust increased its Urban Edge Properties (UE) stake by 42% in Q2 2026, buying an estimated $319K and bringing the position to 49,182 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #464.

Diversified Trust first reported a position in UE in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Diversified Trust held 49,182 shares of Urban Edge Properties worth $1.13M as of Q2 2026.
  • Diversified Trust bought 14,446 Urban Edge Properties shares in Q2 2026, an estimated $319K.
  • Urban Edge Properties made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #464 holding.
  • Diversified Trust first reported a position in Urban Edge Properties in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.