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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Root Financial Partners's UE Position: Q1 2026 in Review

Root Financial Partners increased its Urban Edge Properties (UE) stake by 2,246% in Q1 2026, buying an estimated $5.87K and bringing the position to 305 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Root Financial Partners first reported a position in UE in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • Root Financial Partners held 305 shares of Urban Edge Properties worth $6.09K as of Q1 2026.
  • Root Financial Partners bought 292 Urban Edge Properties shares in Q1 2026, an estimated $5.87K.
  • Urban Edge Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1877 holding.
  • Root Financial Partners first reported a position in Urban Edge Properties in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.