Vert Asset Management
UE icon

Vert Asset Management’s Urban Edge Properties UE Stock Holding History

Vert Asset 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
2026
Q3 		$1.12M Sell
57,469
-1,990
-3% -$43.2K 0.33% 39
2026
Q2 		$1.36M Buy
59,459
+3,677
+7% +$81.1K 0.37% 36
2026
Q1 		$1.11M Buy
55,782
+2,308
+4% +$46.4K 0.35% 36
2025
Q4 		$1.03M Buy
53,474
+1,511
+3% +$29.3K 0.34% 35
2025
Q3 		$1.06M Buy
51,963
+1,687
+3% +$33.6K 0.36% 34
2025
Q2 		$938K Sell
50,276
-3,924
-7% -$71.7K 0.34% 34
2025
Q1 		$1.03M Buy
+54,200
New +$1.08M 0.35% 34

Other funds holding UE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Vert Asset Management's UE Position: Q3 2026 in Review

Vert Asset Management reduced its Urban Edge Properties (UE) stake by 3.3% in Q3 2026, selling an estimated $43.2K and leaving 57,469 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #39.

Vert Asset Management first reported a position in UE in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2026. 73 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Vert Asset Management held 57,469 shares of Urban Edge Properties worth $1.12M as of Q3 2026.
  • Vert Asset Management sold 1,990 Urban Edge Properties shares in Q3 2026, an estimated $43.2K.
  • Urban Edge Properties made up 0.33% of Vert Asset Management's portfolio in Q3 2026, its #39 holding.
  • Vert Asset Management first reported a position in Urban Edge Properties in Q1 2025 and has held it in 7 quarters since.
  • Vert Asset Management's Urban Edge Properties position peaked at $1.36M in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Vert Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.