Root Financial Partners
UE icon

Root Financial Partners’s Urban Edge Properties UE Stock Holding History

Root Financial Partners’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
Q3 		$9.43K Buy
+483
New +$10.5K ﹤0.01% 1939
2026
Q2 		– Sell
-305
Closed -$6.09K – 3009
2026
Q1 		$6.09K Buy
305
+292
+2,246% +$5.87K ﹤0.01% 1877
2025
Q4 		$249 Hold
13
– – ﹤0.01% 2280
2025
Q3 		$266 Buy
+13
New +$259 ﹤0.01% 2192

Other funds holding UE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's UE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Urban Edge Properties (UE) in Q3 2026: 483 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #1939 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UE as recently as Q1 2026.

Root Financial Partners first reported a position in UE in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Root Financial Partners held 483 shares of Urban Edge Properties worth $9.43K as of Q3 2026.
  • Urban Edge Properties was a new Root Financial Partners position in Q3 2026.
  • Urban Edge Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1939 holding.
  • Root Financial Partners first reported a position in Urban Edge Properties in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.