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Edgestream Partners’s Urban Edge Properties UE Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-111,299
Closed -$2.08M – 1065
2025
Q2 		$2.08M Buy
111,299
+72,299
+185% +$1.32M 0.06% 524
2025
Q1 		$741K Buy
39,000
+10,570
+37% +$211K 0.03% 647
2024
Q4 		$611K Buy
+28,430
New +$632K 0.03% 652

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's UE Position: Q3 2025 in Review

Edgestream Partners sold out of Urban Edge Properties (UE) in Q3 2025, closing a stake of 111,299 shares — an estimated $2.08M sold.

Edgestream Partners first reported a position in UE in Q4 2024 and held it in 3 quarters. The position peaked at $2.08M in Q2 2025. 246 funds tracked by Wall St. Rank hold UE as of Q3 2025.

  • Edgestream Partners reported no remaining Urban Edge Properties position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 111,299 Urban Edge Properties shares in Q3 2025, an estimated $2.08M.
  • Edgestream Partners first reported a position in Urban Edge Properties in Q4 2024 and held it in 3 quarters.
  • Edgestream Partners's Urban Edge Properties position peaked at $2.08M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.