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Sequoia Financial Advisors’s Urban Edge Properties UE Stock Holding History

Sequoia Financial Advisors’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 		$443K Buy
+19,364
New +$427K ﹤0.01% 1418
2026
Q1 		– Sell
-12,063
Closed -$231K – 2065
2025
Q4 		$231K Buy
+12,063
New +$234K ﹤0.01% 1726

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

Sequoia Financial Advisors's UE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Urban Edge Properties (UE) in Q2 2026: 19,364 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in UE as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in UE in Q4 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Sequoia Financial Advisors held 19,364 shares of Urban Edge Properties worth $443K as of Q2 2026.
  • Urban Edge Properties was a new Sequoia Financial Advisors position in Q2 2026.
  • Urban Edge Properties made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1418 holding.
  • Sequoia Financial Advisors first reported a position in Urban Edge Properties in Q4 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.