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James Investment Research’s Urban Edge Properties UE Stock Holding History

James Investment Research’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 		$358K Hold
15,649
– – 0.04% 296
2026
Q1 		$313K Buy
15,649
+22
+0.1% +$442 0.04% 295
2025
Q4 		$300K Hold
15,627
– – 0.03% 296
2025
Q3 		$320K Buy
15,627
+1,816
+13% +$36.2K 0.04% 285
2025
Q2 		$258K Hold
13,811
– – 0.03% 287
2025
Q1 		$262K Buy
+13,811
New +$276K 0.03% 281

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

James Investment Research's UE Position: Q2 2026 in Review

James Investment Research held its Urban Edge Properties (UE) position steady in Q2 2026 at 15,649 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #296.

James Investment Research first reported a position in UE in Q1 2025 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • James Investment Research held 15,649 shares of Urban Edge Properties worth $358K as of Q2 2026.
  • James Investment Research left its Urban Edge Properties share count unchanged in Q2 2026.
  • Urban Edge Properties made up 0.04% of James Investment Research's portfolio in Q2 2026, its #296 holding.
  • James Investment Research first reported a position in Urban Edge Properties in Q1 2025 and has held it in 6 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.