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Virtus Investment Advisers’s Urban Edge Properties UE Stock Holding History

Virtus Investment Advisers’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 		$200K Sell
8,736
-567
-6% -$12.5K 0.05% 401
2026
Q1 		$186K Buy
9,303
+821
+10% +$16.5K 0.05% 418
2025
Q4 		$163K Buy
8,482
+31
+0.4% +$602 0.04% 416
2025
Q3 		$173K Sell
8,451
-783
-8% -$15.6K 0.05% 320
2025
Q2 		$172K Buy
9,234
+2,285
+33% +$41.8K 0.06% 265
2025
Q1 		$132K Sell
6,949
-7,051
-50% -$141K 0.04% 372
2024
Q4 		$301K Buy
+14,000
New +$311K 0.24% 140

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

Virtus Investment Advisers's UE Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Urban Edge Properties (UE) stake by 6.1% in Q2 2026, selling an estimated $12.5K and leaving 8,736 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #401.

Virtus Investment Advisers first reported a position in UE in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q4 2024. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Virtus Investment Advisers held 8,736 shares of Urban Edge Properties worth $200K as of Q2 2026.
  • Virtus Investment Advisers sold 567 Urban Edge Properties shares in Q2 2026, an estimated $12.5K.
  • Urban Edge Properties made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #401 holding.
  • Virtus Investment Advisers first reported a position in Urban Edge Properties in Q4 2024 and has held it in 7 quarters since.
  • Virtus Investment Advisers's Urban Edge Properties position peaked at $301K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.