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

Larson 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 		$599 Hold
30
– – ﹤0.01% 3282
2025
Q4 		$576 Hold
30
– – ﹤0.01% 3095
2025
Q3 		$614 Sell
30
-11
-27% -$219 ﹤0.01% 3057
2025
Q2 		$765 Buy
+41
New +$750 ﹤0.01% 2735

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

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

Larson Financial Group held its Urban Edge Properties (UE) position steady in Q1 2026 at 30 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Larson Financial Group first reported a position in UE in Q2 2025 and has held it in 4 quarters since. The position peaked at $765 in Q2 2025. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • Larson Financial Group held 30 shares of Urban Edge Properties worth $599 as of Q1 2026.
  • Larson Financial Group left its Urban Edge Properties share count unchanged in Q1 2026.
  • Urban Edge Properties made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3282 holding.
  • Larson Financial Group first reported a position in Urban Edge Properties in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Urban Edge Properties position peaked at $765 in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.