Steward Partners Investment Advisory
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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
2026
Q2 		$297 Buy
+13
New +$287 ﹤0.01% 4500
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

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Fidelity Investments
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Resolution Capital
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
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Steward Partners Investment Advisory's UE Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Urban Edge Properties (UE) in Q2 2026: 13 shares worth $297. The stake represents ﹤0.01% of the portfolio and ranks #4500 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in UE as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in UE in Q1 2021 and has held it in 3 quarters since. The position peaked at $3.93K in Q1 2021. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Steward Partners Investment Advisory held 13 shares of Urban Edge Properties worth $297 as of Q2 2026.
  • Urban Edge Properties was a new Steward Partners Investment Advisory position in Q2 2026.
  • Urban Edge Properties made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4500 holding.
  • Steward Partners Investment Advisory first reported a position in Urban Edge Properties in Q1 2021 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Urban Edge Properties position peaked at $3.93K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.