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
Q3 		$639K Buy
33,132
+4,457
+16% +$96.8K ﹤0.01% 2585
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

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's UE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Urban Edge Properties (UE) stake by 16% in Q3 2026, buying an estimated $96.8K and bringing the position to 33,132 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Wealth Enhancement Advisory Services first reported a position in UE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2025. 10 funds tracked by Wall St. Rank hold UE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,132 shares of Urban Edge Properties worth $639K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,457 Urban Edge Properties shares in Q3 2026, an estimated $96.8K.
  • Urban Edge Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2585 holding.
  • Wealth Enhancement Advisory Services first reported a position in Urban Edge Properties in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Urban Edge Properties position peaked at $1.28M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.