SGI
UE icon

Summit Global Investments’s Urban Edge Properties UE Stock Holding History

Summit Global Investments’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 		$408K Sell
17,838
-26,494
-60% -$584K 0.02% 383
2026
Q1 		$886K Buy
44,332
+32,921
+289% +$662K 0.05% 216
2025
Q4 		$219K Sell
11,411
-79
-0.7% -$1.53K 0.01% 456
2025
Q3 		$235K Sell
11,490
-48,406
-81% -$965K 0.01% 430
2025
Q2 		$1.12M Buy
+59,896
New +$1.1M 0.07% 177
2023
Q3 		– Sell
-40,600
Closed -$626K – 612
2023
Q2 		$626K Buy
+40,600
New +$585K 0.04% 305
2018
Q2 		– Sell
-23,100
Closed -$493K – 323
2018
Q1 		$493K Buy
23,100
+600
+3% +$13.4K 0.08% 243
2017
Q4 		$574K Buy
22,500
+2,400
+12% +$59.6K 0.09% 160
2017
Q3 		$485K Sell
20,100
-200
-1% -$4.96K 0.08% 214
2017
Q2 		$482K Buy
20,300
+6,300
+45% +$158K 0.14% 208
2017
Q1 		$368K Hold
14,000
– – 0.12% 199
2016
Q4 		$385K Buy
+14,000
New +$371K 0.14% 176

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

Summit Global Investments's UE Position: Q2 2026 in Review

Summit Global Investments reduced its Urban Edge Properties (UE) stake by 60% in Q2 2026, selling an estimated $584K and leaving 17,838 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #383.

Summit Global Investments first reported a position in UE in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2025. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Summit Global Investments held 17,838 shares of Urban Edge Properties worth $408K as of Q2 2026.
  • Summit Global Investments sold 26,494 Urban Edge Properties shares in Q2 2026, an estimated $584K.
  • Urban Edge Properties made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #383 holding.
  • Summit Global Investments first reported a position in Urban Edge Properties in Q4 2016 and has held it in 12 quarters since.
  • Summit Global Investments's Urban Edge Properties position peaked at $1.12M in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.