JWM
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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
Q2 		$275 Hold
12
– – ﹤0.01% 1478
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 $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

JPL Wealth Management's UE Position: Q2 2026 in Review

JPL Wealth Management held its Urban Edge Properties (UE) position steady in Q2 2026 at 12 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

JPL Wealth Management first reported a position in UE in Q3 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • JPL Wealth Management held 12 shares of Urban Edge Properties worth $275 as of Q2 2026.
  • JPL Wealth Management left its Urban Edge Properties share count unchanged in Q2 2026.
  • Urban Edge Properties made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1478 holding.
  • JPL Wealth Management first reported a position in Urban Edge Properties in Q3 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.