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Transamerica Financial Advisors’s Urban Edge Properties UE Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-21
Closed -$403 – 2093
2025
Q4 		$403 Buy
+21
New +$407 ﹤0.01% 1403

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Transamerica Financial Advisors's UE Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Urban Edge Properties (UE) in Q1 2026, closing a stake of 21 shares — an estimated $403 sold.

Transamerica Financial Advisors first reported a position in UE in Q4 2025 and held it in 1 quarter. The position peaked at $403 in Q4 2025. 249 funds tracked by Wall St. Rank hold UE as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Urban Edge Properties position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 21 Urban Edge Properties shares in Q1 2026, an estimated $403.
  • Transamerica Financial Advisors first reported a position in Urban Edge Properties in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Urban Edge Properties position peaked at $403 in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.