TWD
UE icon

True Wealth Design’s Urban Edge Properties UE Stock Holding History

True Wealth Design’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
Q3 		$98 Hold
5
– – ﹤0.01% 2444
2026
Q2 		$115 Sell
5
-15
-75% -$331 ﹤0.01% 2528
2026
Q1 		$400 Hold
20
– – ﹤0.01% 2129
2025
Q4 		$384 Buy
20
+5
+33% +$97 ﹤0.01% 2037
2025
Q3 		$308 Hold
15
– – ﹤0.01% 2175
2025
Q2 		$280 Hold
15
– – ﹤0.01% 1971
2025
Q1 		$285 Buy
+15
New +$300 ﹤0.01% 1800

Other funds holding UE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's UE Position: Q3 2026 in Review

True Wealth Design held its Urban Edge Properties (UE) position steady in Q3 2026 at 5 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

True Wealth Design first reported a position in UE in Q1 2025 and has held it in 7 quarters since. The position peaked at $400 in Q1 2026. 10 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • True Wealth Design held 5 shares of Urban Edge Properties worth $98 as of Q3 2026.
  • True Wealth Design left its Urban Edge Properties share count unchanged in Q3 2026.
  • Urban Edge Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2444 holding.
  • True Wealth Design first reported a position in Urban Edge Properties in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Urban Edge Properties position peaked at $400 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.