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Twin Peaks Wealth Advisors’s Urban Edge Properties UE Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-216
Closed -$4.32K – 2071
2026
Q1 		$4.32K Buy
+216
New +$4.34K ﹤0.01% 1443
2025
Q3 		– Sell
-325
Closed -$6.36K – 1998
2025
Q2 		$6.36K Buy
+325
New +$5.94K ﹤0.01% 1177

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 $3.38T AUM 44.17% 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

Twin Peaks Wealth Advisors's UE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Urban Edge Properties (UE) in Q2 2026, closing a stake of 216 shares — an estimated $4.32K sold.

Twin Peaks Wealth Advisors first reported a position in UE in Q2 2025 and held it in 2 quarters. The position peaked at $6.36K in Q2 2025. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Urban Edge Properties position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 216 Urban Edge Properties shares in Q2 2026, an estimated $4.32K.
  • Twin Peaks Wealth Advisors first reported a position in Urban Edge Properties in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Urban Edge Properties position peaked at $6.36K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.