EverSource Wealth Advisors’s Urban Edge Properties UE Stock Holding History

EverSource Wealth Advisors’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	$11.1K	Sell	483 -580	-55%	-$12.8K	﹤0.01%	2850
2026 Q1	$21.2K	Sell	1,063 -1	-0.1%	-$20	﹤0.01%	2469
2025 Q4	$20.4K	Sell	1,064 -69	-6%	-$1.34K	﹤0.01%	2370
2025 Q3	$23.2K	Sell	1,133 -189	-14%	-$3.77K	﹤0.01%	2260
2025 Q2	$24.7K	Buy	1,322 +1,071	+427%	+$19.6K	﹤0.01%	2135
2025 Q1	$4.77K	Buy	251 +175	+230%	+$3.5K	﹤0.01%	2523
2024 Q4	$1.64K	Buy	76 +43	+130%	+$957	﹤0.01%	2792
2024 Q3	$706	Hold	33	–	–	﹤0.01%	2789
2024 Q2	$670	Hold	33	–	–	﹤0.01%	2819
2024 Q1	$552	Hold	33	–	–	﹤0.01%	2694
2023 Q4	$604	Buy	+33	New	+$544	﹤0.01%	2489
2023 Q3	–	Sell	-39	Closed	-$602	–	2663
2023 Q2	$602	Hold	39	–	–	﹤0.01%	2312
2023 Q1	$587	Hold	39	–	–	﹤0.01%	2191
2022 Q4	$550	Hold	39	–	–	﹤0.01%	2188
2022 Q3	$1K	Buy	+39	New	+$608	﹤0.01%	1908

Other funds holding UE

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EverSource Wealth Advisors's UE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Urban Edge Properties (UE) stake by 55% in Q2 2026, selling an estimated $12.8K and leaving 483 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

EverSource Wealth Advisors first reported a position in UE in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.7K in Q2 2025. 93 funds tracked by Wall St. Rank hold UE as of Q2 2026.

EverSource Wealth Advisors held 483 shares of Urban Edge Properties worth $11.1K as of Q2 2026.
EverSource Wealth Advisors sold 580 Urban Edge Properties shares in Q2 2026, an estimated $12.8K.
Urban Edge Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2850 holding.
EverSource Wealth Advisors first reported a position in Urban Edge Properties in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Urban Edge Properties position peaked at $24.7K in Q2 2025.
93 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.