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JFS Wealth Advisors’s Urban Edge Properties UE Stock Holding History

JFS Wealth 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
2026
Q2 		$412 Buy
+18
New +$397 ﹤0.01% 1997

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

JFS Wealth Advisors's UE Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Urban Edge Properties (UE) in Q2 2026: 18 shares worth $412. The stake represents ﹤0.01% of the portfolio and ranks #1997 among its holdings.

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

  • JFS Wealth Advisors held 18 shares of Urban Edge Properties worth $412 as of Q2 2026.
  • Urban Edge Properties was a new JFS Wealth Advisors position in Q2 2026.
  • Urban Edge Properties made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1997 holding.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.