RIL
UE icon

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
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 $5.7T 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