HighTower Advisors’s Urban Edge Properties UE Stock Holding History

HighTower 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
2025 Q3	–	Sell	-13,679	Closed	-$255K	–	4067
2025 Q2	$255K	Buy	13,679 +2,035	+17%	+$37.2K	﹤0.01%	3071
2025 Q1	$221K	Buy	+11,644	New	+$233K	﹤0.01%	3099
2017 Q1	–	Sell	-8,939	Closed	-$248K	–	2167
2016 Q4	$248K	Buy	+8,939	New	+$237K	﹤0.01%	1573

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors's UE Position: Q3 2025 in Review

HighTower Advisors sold out of Urban Edge Properties (UE) in Q3 2025, closing a stake of 13,679 shares — an estimated $255K sold.

HighTower Advisors first reported a position in UE in Q4 2016 and held it in 3 quarters. The position peaked at $255K in Q2 2025. 246 funds tracked by Wall St. Rank hold UE as of Q3 2025.

HighTower Advisors reported no remaining Urban Edge Properties position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 13,679 Urban Edge Properties shares in Q3 2025, an estimated $255K.
HighTower Advisors first reported a position in Urban Edge Properties in Q4 2016 and held it in 3 quarters.
HighTower Advisors's Urban Edge Properties position peaked at $255K in Q2 2025.
246 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.