Tortoise Investment Management’s Urban Edge Properties UE Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-340	Closed	-$6.96K	–	1367
2025 Q3	$6.96K	Hold	340	–	–	﹤0.01%	658
2025 Q2	$6.34K	Hold	340	–	–	﹤0.01%	634
2025 Q1	$6.46K	Hold	340	–	–	﹤0.01%	614
2024 Q4	$7.31K	Hold	340	–	–	﹤0.01%	656
2024 Q3	$7.27K	Hold	340	–	–	﹤0.01%	663
2024 Q2	$6.28K	Hold	340	–	–	﹤0.01%	676
2024 Q1	$5.87K	Hold	340	–	–	﹤0.01%	669
2023 Q4	$6.22K	Hold	340	–	–	﹤0.01%	621
2023 Q3	$5.19K	Hold	340	–	–	﹤0.01%	619
2023 Q2	$5.25K	Hold	340	–	–	﹤0.01%	618
2023 Q1	$5.12K	Hold	340	–	–	﹤0.01%	613
2022 Q4	$4.79K	Hold	340	–	–	﹤0.01%	617
2022 Q3	$5K	Hold	340	–	–	﹤0.01%	610
2022 Q2	$5K	Hold	340	–	–	﹤0.01%	593
2022 Q1	$6K	Hold	340	–	–	﹤0.01%	554
2021 Q4	$6K	Hold	340	–	–	﹤0.01%	528
2021 Q3	$6K	Hold	340	–	–	﹤0.01%	515
2021 Q2	$6K	Hold	340	–	–	﹤0.01%	507
2021 Q1	$6K	Hold	340	–	–	﹤0.01%	486
2020 Q4	$4K	Hold	340	–	–	﹤0.01%	489
2020 Q3	$3K	Hold	340	–	–	﹤0.01%	477
2020 Q2	$4K	Hold	340	–	–	﹤0.01%	433
2020 Q1	$3K	Hold	340	–	–	﹤0.01%	468
2019 Q4	$7K	Hold	340	–	–	﹤0.01%	458
2019 Q3	$7K	Hold	340	–	–	﹤0.01%	454
2019 Q2	$6K	Hold	340	–	–	﹤0.01%	487
2019 Q1	$6K	Hold	340	–	–	﹤0.01%	473
2018 Q4	$6K	Hold	340	–	–	﹤0.01%	438
2018 Q3	$8K	Hold	340	–	–	﹤0.01%	420
2018 Q2	$8K	Hold	340	–	–	﹤0.01%	431
2018 Q1	$7K	Hold	340	–	–	﹤0.01%	422
2017 Q4	$9K	Buy	+340	New	+$8.45K	﹤0.01%	409

Other funds holding UE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tortoise Investment Management's UE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Urban Edge Properties (UE) in Q4 2025, closing a stake of 340 shares — an estimated $6.96K sold.

Tortoise Investment Management first reported a position in UE in Q4 2017 and held it in 32 quarters. The position peaked at $9K in Q4 2017. 234 funds tracked by Wall St. Rank hold UE as of Q4 2025.

Tortoise Investment Management reported no remaining Urban Edge Properties position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 340 Urban Edge Properties shares in Q4 2025, an estimated $6.96K.
Tortoise Investment Management first reported a position in Urban Edge Properties in Q4 2017 and held it in 32 quarters.
Tortoise Investment Management's Urban Edge Properties position peaked at $9K in Q4 2017.
234 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.