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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
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

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

True Wealth Design's UE Position: Q2 2026 in Review

True Wealth Design reduced its Urban Edge Properties (UE) stake by 75% in Q2 2026, selling an estimated $331 and leaving 5 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

True Wealth Design first reported a position in UE in Q1 2025 and has held it in 6 quarters since. The position peaked at $400 in Q1 2026. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • True Wealth Design held 5 shares of Urban Edge Properties worth $115 as of Q2 2026.
  • True Wealth Design sold 15 Urban Edge Properties shares in Q2 2026, an estimated $331.
  • Urban Edge Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2528 holding.
  • True Wealth Design first reported a position in Urban Edge Properties in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Urban Edge Properties position peaked at $400 in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.