Wealth Enhancement Advisory Services
UE icon

Wealth Enhancement Advisory Services’s Urban Edge Properties UE Stock Holding History

Wealth Enhancement Advisory Services’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 		$653K Buy
28,675
+7,030
+32% +$155K ﹤0.01% 2442
2026
Q1 		$441K Sell
21,645
-45,368
-68% -$912K ﹤0.01% 2428
2025
Q4 		$1.28M Buy
67,013
+9,070
+16% +$176K ﹤0.01% 1800
2025
Q3 		$1.14M Buy
57,943
+7,022
+14% +$140K ﹤0.01% 1768
2025
Q2 		$969K Buy
50,921
+15,621
+44% +$286K ﹤0.01% 1772
2025
Q1 		$671K Buy
35,300
+3,031
+9% +$60.6K ﹤0.01% 1847
2024
Q4 		$694K Buy
32,269
+6,567
+26% +$146K ﹤0.01% 1762
2024
Q3 		$550K Buy
+25,702
New +$517K ﹤0.01% 1768

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

Wealth Enhancement Advisory Services's UE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Urban Edge Properties (UE) stake by 32% in Q2 2026, buying an estimated $155K and bringing the position to 28,675 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Wealth Enhancement Advisory Services first reported a position in UE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2025. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,675 shares of Urban Edge Properties worth $653K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,030 Urban Edge Properties shares in Q2 2026, an estimated $155K.
  • Urban Edge Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2442 holding.
  • Wealth Enhancement Advisory Services first reported a position in Urban Edge Properties in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Urban Edge Properties position peaked at $1.28M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.