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Rothschild Investment LLC’s Urban Edge Properties UE Stock Holding History

Rothschild Investment LLC’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 		$8.42K Buy
368
+41
+13% +$904 ﹤0.01% 1986
2026
Q1 		$6.53K Buy
327
+58
+22% +$1.17K ﹤0.01% 1927
2025
Q4 		$5.16K Buy
269
+29
+12% +$563 ﹤0.01% 1862
2025
Q3 		$4.91K Sell
240
-190
-44% -$3.79K ﹤0.01% 1714
2025
Q2 		$8.02K Buy
430
+45
+12% +$823 ﹤0.01% 1303
2025
Q1 		$7.32K Buy
385
+35
+10% +$700 ﹤0.01% 1274
2024
Q4 		$7.53K Buy
350
+45
+15% +$1K ﹤0.01% 1216
2024
Q3 		$6.52K Buy
305
+100
+49% +$2.01K ﹤0.01% 1215
2024
Q2 		$3.79K Buy
205
+45
+28% +$773 ﹤0.01% 1248
2024
Q1 		$2.76K Buy
160
+10
+7% +$173 ﹤0.01% 1184
2023
Q4 		$2.75K Buy
+150
New +$2.47K ﹤0.01% 1128

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
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

Rothschild Investment LLC's UE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Urban Edge Properties (UE) stake by 13% in Q2 2026, buying an estimated $904 and bringing the position to 368 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Rothschild Investment LLC first reported a position in UE in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Rothschild Investment LLC held 368 shares of Urban Edge Properties worth $8.42K as of Q2 2026.
  • Rothschild Investment LLC bought 41 Urban Edge Properties shares in Q2 2026, an estimated $904.
  • Urban Edge Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1986 holding.
  • Rothschild Investment LLC first reported a position in Urban Edge Properties in Q4 2023 and has held it in 11 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.