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Steward Partners Investment Advisory’s Urban Edge Properties UE Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-37
Closed -$703 – 4245
2025
Q1 		$703 Buy
+37
New +$740 ﹤0.01% 3820
2021
Q2 		– Sell
-238
Closed -$3.93K – 7405
2021
Q1 		$3.93K Buy
+238
New +$3.75K ﹤0.01% 3074

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Steward Partners Investment Advisory's UE Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Urban Edge Properties (UE) in Q2 2025, closing a stake of 37 shares — an estimated $703 sold.

Steward Partners Investment Advisory first reported a position in UE in Q1 2021 and held it in 2 quarters. The position peaked at $3.93K in Q1 2021. 241 funds tracked by Wall St. Rank hold UE as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Urban Edge Properties position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 37 Urban Edge Properties shares in Q2 2025, an estimated $703.
  • Steward Partners Investment Advisory first reported a position in Urban Edge Properties in Q1 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Urban Edge Properties position peaked at $3.93K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.