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

Next 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
2021 Q4	$0	Buy	+20	New	+$366	﹤0.01%	2982
2020 Q2	–	Sell	-2,742	Closed	-$24K	–	1822
2020 Q1	$24K	Sell	2,742 -47	-2%	-$772	﹤0.01%	1211
2019 Q4	$53K	Buy	2,789 +1,003	+56%	+$20.3K	0.01%	1169
2019 Q3	$35K	Buy	1,786 +52	+3%	+$923	﹤0.01%	1256
2019 Q2	$30K	Buy	1,734 +272	+19%	+$4.95K	﹤0.01%	1333
2019 Q1	$28K	Buy	+1,462	New	+$28.2K	0.01%	882

Other funds holding UE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Next Financial Group's UE Position: Q4 2021 in Review

Next Financial Group opened a new position in Urban Edge Properties (UE) in Q4 2021: 20 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2982 among its holdings. This is a return to the name: Next Financial Group previously reported a position in UE as recently as Q1 2020.

Next Financial Group first reported a position in UE in Q1 2019 and has held it in 6 quarters since. The position peaked at $53K in Q4 2019. 194 funds tracked by Wall St. Rank hold UE as of Q4 2021.

Next Financial Group held 20 shares of Urban Edge Properties worth $0 as of Q4 2021.
Urban Edge Properties was a new Next Financial Group position in Q4 2021.
Urban Edge Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2982 holding.
Next Financial Group first reported a position in Urban Edge Properties in Q1 2019 and has held it in 6 quarters since.
Next Financial Group's Urban Edge Properties position peaked at $53K in Q4 2019.
194 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.