Mackenzie Financial
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Mackenzie Financial’s Urban Edge Properties UE Stock Holding History

Mackenzie Financial’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
2025
Q3 		– Sell
-14,792
Closed -$276K – 1843
2025
Q2 		$276K Sell
14,792
-24,645
-62% -$451K ﹤0.01% 1433
2025
Q1 		$749K Sell
39,437
-2,543
-6% -$50.8K ﹤0.01% 1059
2024
Q4 		$903K Buy
41,980
+22,512
+116% +$501K ﹤0.01% 967
2024
Q3 		$416K Buy
19,468
+7,490
+63% +$151K ﹤0.01% 1071
2024
Q2 		$221K Buy
11,978
+822
+7% +$14.1K ﹤0.01% 1299
2024
Q1 		$193K Sell
11,156
-19,916
-64% -$345K ﹤0.01% 1352
2023
Q4 		$569K Buy
31,072
+18,539
+148% +$305K ﹤0.01% 965
2023
Q3 		$183K Buy
12,533
+210
+2% +$3.44K ﹤0.01% 1290
2023
Q2 		$194K Buy
+12,323
New +$178K ﹤0.01% 1344
2023
Q1 		– Sell
-12,088
Closed -$170K – 1614
2022
Q4 		$170K Buy
+12,088
New +$174K ﹤0.01% 1277

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial's UE Position: Q3 2025 in Review

Mackenzie Financial sold out of Urban Edge Properties (UE) in Q3 2025, closing a stake of 14,792 shares — an estimated $276K sold.

Mackenzie Financial first reported a position in UE in Q4 2022 and held it in 10 quarters. The position peaked at $903K in Q4 2024. 246 funds tracked by Wall St. Rank hold UE as of Q3 2025.

  • Mackenzie Financial reported no remaining Urban Edge Properties position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 14,792 Urban Edge Properties shares in Q3 2025, an estimated $276K.
  • Mackenzie Financial first reported a position in Urban Edge Properties in Q4 2022 and held it in 10 quarters.
  • Mackenzie Financial's Urban Edge Properties position peaked at $903K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.