GWM
UE icon

Gilpin Wealth Management’s Urban Edge Properties UE Stock Holding History

Gilpin Wealth Management’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 		$352 Hold
18
– – ﹤0.01% 955
2026
Q2 		$412 Hold
18
– – ﹤0.01% 738
2026
Q1 		$360 Buy
18
+8
+80% +$161 ﹤0.01% 718
2025
Q4 		$192 Buy
+10
New +$194 ﹤0.01% 671

Other funds holding UE

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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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

Gilpin Wealth Management's UE Position: Q3 2026 in Review

Gilpin Wealth Management held its Urban Edge Properties (UE) position steady in Q3 2026 at 18 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Gilpin Wealth Management first reported a position in UE in Q4 2025 and has held it in 4 quarters since. The position peaked at $412 in Q2 2026. 10 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of Urban Edge Properties worth $352 as of Q3 2026.
  • Gilpin Wealth Management left its Urban Edge Properties share count unchanged in Q3 2026.
  • Urban Edge Properties made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #955 holding.
  • Gilpin Wealth Management first reported a position in Urban Edge Properties in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Urban Edge Properties position peaked at $412 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.