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Pinnacle Wealth Planning Services’s Urban Edge Properties UE Stock Holding History

Pinnacle Wealth Planning Services’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 		$100K Buy
4,372
+61
+1% +$1.34K 0.01% 866
2026
Q1 		$86.1K Buy
4,311
+147
+4% +$2.96K 0.01% 874
2025
Q4 		$79.9K Buy
+4,164
New +$80.8K 0.01% 908
2021
Q1 		– Sell
-2,824
Closed -$37K – 1841
2020
Q4 		$37K Buy
+2,824
New +$33.9K 0.01% 927

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

Pinnacle Wealth Planning Services's UE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Urban Edge Properties (UE) stake by 1.4% in Q2 2026, buying an estimated $1.34K and bringing the position to 4,372 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #866.

Pinnacle Wealth Planning Services first reported a position in UE in Q4 2020 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,372 shares of Urban Edge Properties worth $100K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 61 Urban Edge Properties shares in Q2 2026, an estimated $1.34K.
  • Urban Edge Properties made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #866 holding.
  • Pinnacle Wealth Planning Services first reported a position in Urban Edge Properties in Q4 2020 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.