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JPL Wealth Management’s Urban Edge Properties UE Stock Holding History

JPL Wealth Management’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 		$240 Buy
+12
New +$241 ﹤0.01% 1396
2025
Q4 		– Sell
-12
Closed -$246 – 1063
2025
Q3 		$246 Buy
+12
New +$239 ﹤0.01% 1131

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JPL Wealth Management's UE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Urban Edge Properties (UE) in Q1 2026: 12 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UE as recently as Q3 2025.

JPL Wealth Management first reported a position in UE in Q3 2025 and has held it in 2 quarters since. The position peaked at $246 in Q3 2025. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • JPL Wealth Management held 12 shares of Urban Edge Properties worth $240 as of Q1 2026.
  • Urban Edge Properties was a new JPL Wealth Management position in Q1 2026.
  • Urban Edge Properties made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1396 holding.
  • JPL Wealth Management first reported a position in Urban Edge Properties in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Urban Edge Properties position peaked at $246 in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.