Jefferies Financial Group’s Urban Edge Properties UE Stock Holding History

Jefferies Financial Group’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 Q1	$1.32M	Buy	65,900 +33,151	+101%	+$667K	0.01%	811
2025 Q4	$628K	Sell	32,749 -22,451	-41%	-$436K	﹤0.01%	1262
2025 Q3	$1.13M	Buy	+55,200	New	+$1.1M	0.01%	823
2025 Q2	–	Sell	-56,700	Closed	-$1.08M	–	1817
2025 Q1	$1.08M	Sell	56,700 -12,098	-18%	-$242K	0.01%	786
2024 Q4	$1.48M	Buy	68,798 +12,098	+21%	+$269K	0.01%	770
2024 Q3	$1.21M	Buy	+56,700	New	+$1.14M	0.01%	734
2024 Q1	–	Sell	-23,298	Closed	-$426K	–	2043
2023 Q4	$426K	Buy	+23,298	New	+$384K	﹤0.01%	1280
2023 Q3	–	Sell	-12,080	Closed	-$186K	–	2006
2023 Q2	$186K	Buy	+12,080	New	+$174K	﹤0.01%	1443

Other funds holding UE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jefferies Financial Group's UE Position: Q1 2026 in Review

Jefferies Financial Group increased its Urban Edge Properties (UE) stake by 101% in Q1 2026, buying an estimated $667K and bringing the position to 65,900 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #811.

Jefferies Financial Group first reported a position in UE in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2024. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

Jefferies Financial Group held 65,900 shares of Urban Edge Properties worth $1.32M as of Q1 2026.
Jefferies Financial Group bought 33,151 Urban Edge Properties shares in Q1 2026, an estimated $667K.
Urban Edge Properties made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #811 holding.
Jefferies Financial Group first reported a position in Urban Edge Properties in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Urban Edge Properties position peaked at $1.48M in Q4 2024.
248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.