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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
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

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Fidelity Investments
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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

Root Financial Partners's UE Position: Q2 2026 in Review

Root Financial Partners sold out of Urban Edge Properties (UE) in Q2 2026, closing a stake of 305 shares — an estimated $6.09K sold.

Root Financial Partners first reported a position in UE in Q3 2025 and held it in 3 quarters. The position peaked at $6.09K in Q1 2026. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Root Financial Partners reported no remaining Urban Edge Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 305 Urban Edge Properties shares in Q2 2026, an estimated $6.09K.
  • Root Financial Partners first reported a position in Urban Edge Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Urban Edge Properties position peaked at $6.09K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.