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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
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

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

Farther Finance Advisors's UE Position: Q2 2026 in Review

Farther Finance Advisors increased its Urban Edge Properties (UE) stake by 7% in Q2 2026, buying an estimated $4.83K and bringing the position to 3,345 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Farther Finance Advisors first reported a position in UE in Q4 2022 and has held it in 15 quarters since. The position peaked at $453K in Q3 2024. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Farther Finance Advisors held 3,345 shares of Urban Edge Properties worth $76.5K as of Q2 2026.
  • Farther Finance Advisors bought 219 Urban Edge Properties shares in Q2 2026, an estimated $4.83K.
  • Urban Edge Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2919 holding.
  • Farther Finance Advisors first reported a position in Urban Edge Properties in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Urban Edge Properties position peaked at $453K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.