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Farther Finance Advisors’s Urban Edge Properties UE Stock Holding History

Farther Finance 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
Q3 		$78.7K Buy
4,030
+685
+20% +$14.9K ﹤0.01% 3054
2026
Q2 		$76.5K Buy
3,345
+219
+7% +$4.83K ﹤0.01% 2919
2026
Q1 		$62.2K Sell
3,126
-255
-8% -$5.13K ﹤0.01% 2846
2025
Q4 		$64.9K Sell
3,381
-128
-4% -$2.48K ﹤0.01% 2642
2025
Q3 		$71.8K Sell
3,509
-2,426
-41% -$48.4K ﹤0.01% 2241
2025
Q2 		$111K Sell
5,935
-4,283
-42% -$78.3K ﹤0.01% 1710
2025
Q1 		$194K Sell
10,218
-6,607
-39% -$132K 0.01% 1241
2024
Q4 		$362K Sell
16,825
-4,338
-20% -$96.5K 0.01% 725
2024
Q3 		$453K Buy
21,163
+20,505
+3,116% +$413K 0.02% 632
2024
Q2 		$12K Buy
658
+527
+402% +$9.05K ﹤0.01% 2008
2024
Q1 		$2.22K Hold
131
– – ﹤0.01% 2447
2023
Q4 		$2.4K Buy
131
+87
+198% +$1.43K ﹤0.01% 2355
2023
Q3 		$671 Hold
44
– – ﹤0.01% 2191
2023
Q2 		$679 Buy
44
+16
+57% +$231 ﹤0.01% 2064
2023
Q1 		$422 Hold
28
– – ﹤0.01% 2050
2022
Q4 		$395 Buy
+28
New +$402 ﹤0.01% 1878

Other funds holding UE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's UE Position: Q3 2026 in Review

Farther Finance Advisors increased its Urban Edge Properties (UE) stake by 20% in Q3 2026, buying an estimated $14.9K and bringing the position to 4,030 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Farther Finance Advisors first reported a position in UE in Q4 2022 and has held it in 16 quarters since. The position peaked at $453K in Q3 2024. 10 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Farther Finance Advisors held 4,030 shares of Urban Edge Properties worth $78.7K as of Q3 2026.
  • Farther Finance Advisors bought 685 Urban Edge Properties shares in Q3 2026, an estimated $14.9K.
  • Urban Edge Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3054 holding.
  • Farther Finance Advisors first reported a position in Urban Edge Properties in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Urban Edge Properties position peaked at $453K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.