SVB Wealth’s Urban Edge Properties UE Stock Holding History

SVB Wealth’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	-206	Closed	-$3.91K	–	1550
2025 Q1	$3.91K	Buy	+206	New	+$4.12K	﹤0.01%	1082

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

SVB Wealth's UE Position: Q2 2025 in Review

SVB Wealth sold out of Urban Edge Properties (UE) in Q2 2025, closing a stake of 206 shares — an estimated $3.91K sold.

SVB Wealth first reported a position in UE in Q1 2025 and held it in 1 quarter. The position peaked at $3.91K in Q1 2025. 241 funds tracked by Wall St. Rank hold UE as of Q2 2025.

SVB Wealth reported no remaining Urban Edge Properties position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 206 Urban Edge Properties shares in Q2 2025, an estimated $3.91K.
SVB Wealth first reported a position in Urban Edge Properties in Q1 2025 and held it in 1 quarter.
SVB Wealth's Urban Edge Properties position peaked at $3.91K in Q1 2025.
241 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.