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Integrated Wealth Concepts’s Urban Edge Properties UE Stock Holding History

Integrated Wealth Concepts’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 		$36.6K Buy
+1,599
New +$35.3K ﹤0.01% 3614

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

Integrated Wealth Concepts's UE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Urban Edge Properties (UE) in Q2 2026: 1,599 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #3614 among its holdings.

273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Integrated Wealth Concepts held 1,599 shares of Urban Edge Properties worth $36.6K as of Q2 2026.
  • Urban Edge Properties was a new Integrated Wealth Concepts position in Q2 2026.
  • Urban Edge Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3614 holding.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.