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Sound Income Strategies’s Urban Edge Properties UE Stock Holding History

Sound Income Strategies’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
-569
Closed -$11.3K – 2268
2026
Q1 		$11.3K Buy
569
+6
+1% +$121 ﹤0.01% 1444
2025
Q4 		$10.7K Buy
+563
New +$10.9K ﹤0.01% 1428

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

Sound Income Strategies's UE Position: Q2 2026 in Review

Sound Income Strategies sold out of Urban Edge Properties (UE) in Q2 2026, closing a stake of 569 shares — an estimated $11.3K sold.

Sound Income Strategies first reported a position in UE in Q4 2025 and held it in 2 quarters. The position peaked at $11.3K in Q1 2026. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Sound Income Strategies reported no remaining Urban Edge Properties position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 569 Urban Edge Properties shares in Q2 2026, an estimated $11.3K.
  • Sound Income Strategies first reported a position in Urban Edge Properties in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Urban Edge Properties position peaked at $11.3K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.