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Monument Capital Management’s Urban Edge Properties UE Stock Holding History

Monument Capital 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
2025
Q1 		– Sell
-20,083
Closed -$432K – 227
2024
Q4 		$432K Buy
20,083
+422
+2% +$9.39K 0.12% 126
2024
Q3 		$421K Buy
+19,661
New +$396K 0.12% 123

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monument Capital Management's UE Position: Q1 2025 in Review

Monument Capital Management sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 20,083 shares — an estimated $432K sold.

Monument Capital Management first reported a position in UE in Q3 2024 and held it in 2 quarters. The position peaked at $432K in Q4 2024. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • Monument Capital Management reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • Monument Capital Management sold 20,083 Urban Edge Properties shares in Q1 2025, an estimated $432K.
  • Monument Capital Management first reported a position in Urban Edge Properties in Q3 2024 and held it in 2 quarters.
  • Monument Capital Management's Urban Edge Properties position peaked at $432K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on Monument Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.