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Private Wealth Asset Management’s Urban Edge Properties UE Stock Holding History

Private Wealth Asset 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
2026
Q1 		– Sell
-12
Closed -$230 – 1128
2025
Q4 		$230 Hold
12
– – ﹤0.01% 970
2025
Q3 		$246 Hold
12
– – ﹤0.01% 954
2025
Q2 		$224 Hold
12
– – ﹤0.01% 960
2025
Q1 		$228 Buy
+12
New +$240 ﹤0.01% 1070

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Private Wealth Asset Management's UE Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Urban Edge Properties (UE) in Q1 2026, closing a stake of 12 shares — an estimated $230 sold.

Private Wealth Asset Management first reported a position in UE in Q1 2025 and held it in 4 quarters. The position peaked at $246 in Q3 2025. 249 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Urban Edge Properties position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 12 Urban Edge Properties shares in Q1 2026, an estimated $230.
  • Private Wealth Asset Management first reported a position in Urban Edge Properties in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Urban Edge Properties position peaked at $246 in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.