Plante Moran Financial Advisors’s Urban Edge Properties UE Stock Holding History

Plante Moran Financial Advisors’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	$389	Buy	+17	New	+$375	﹤0.01%	1212
2018 Q2	–	Sell	-17	Closed	–	–	971
2018 Q1	$0	Buy	+17	New	+$381	﹤0.01%	1011
2017 Q1	–	Sell	-170	Closed	-$5K	–	1029
2016 Q4	$5K	Hold	170	–	–	﹤0.01%	726
2016 Q3	$5K	Sell	170 -29	-15%	-$840	﹤0.01%	713
2016 Q2	$6K	Buy	199 +10	+5%	+$268	﹤0.01%	612
2016 Q1	$5K	Buy	189 +49	+35%	+$1.18K	﹤0.01%	592
2015 Q4	$3K	Buy	+140	New	+$3.27K	﹤0.01%	829

Other funds holding UE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Plante Moran Financial Advisors's UE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Urban Edge Properties (UE) in Q2 2026: 17 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in UE as recently as Q1 2018.

Plante Moran Financial Advisors first reported a position in UE in Q4 2015 and has held it in 7 quarters since. The position peaked at $6K in Q2 2016. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

Plante Moran Financial Advisors held 17 shares of Urban Edge Properties worth $389 as of Q2 2026.
Urban Edge Properties was a new Plante Moran Financial Advisors position in Q2 2026.
Urban Edge Properties made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1212 holding.
Plante Moran Financial Advisors first reported a position in Urban Edge Properties in Q4 2015 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Urban Edge Properties position peaked at $6K in Q2 2016.
273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.